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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
901
Paradigm Asset Management
New York
$184K
AOWM
902
Alpha Omega Wealth Management
Virginia
$180K
AIM
903
ARK Investment Management
Florida
$169K +$9.47K +171 +5%
GLI
904
Guardian Life Insurance
New York
$169K +$30.9K +557 +20%
SLF
905
Sun Life Financial
Ontario, Canada
$166K +$164K +2,969 +1,042%
FBT
906
First Bank & Trust
South Dakota
$163K +$38.1K +687 +27%
BWL
907
Bogart Wealth LLC
Virginia
$155K +$16.3K +294 +11%
EA
908
Edge Advisors
Georgia
$153K +$22.3K +403 +15%
KA
909
Kaizen Advisory
Illinois
$152K +$101K +1,823 +158%
Qube Research & Technologies (QRT)
910
Qube Research & Technologies (QRT)
United Kingdom
$147K -$39.2K -707 -20%
OWA
911
One Wealth Advisors
California
$139K
SIAS
912
Shine Investment Advisory Services
Colorado
$136K -$33.3K -602 -18%
PR
913
Payden & Rygel
California
$135K
PCG
914
Private Capital Group
Connecticut
$134K +$7.75K +140 +6%
PHK
915
Point72 Hong Kong
Hong Kong
$134K +$145K +2,624 New
AIM
916
Anchor Investment Management
South Carolina
$130K +$11.1K +200 +9%
SIM
917
Sonora Investment Management
Arizona
$130K
LWM
918
Lenox Wealth Management
Ohio
$129K +$5.54K +100 +4%
WA
919
WealthTrust-Arizona
Arizona
$123K -$3.1K -56 -2%
AIM
920
Acropolis Investment Management
Missouri
$115K +$124K +2,247 New
DBT
921
Dubuque Bank & Trust
Iowa
$114K
OIA
922
OneDigital Investment Advisors
Kansas
$109K +$79.5K +1,435 +205%
HFM
923
Hartford Financial Management
Connecticut
$106K
RWP
924
RWA Wealth Partners
Massachusetts
$104K +$42.7K +771 +61%
AC
925
Avestar Capital
New York
$101K -$3.43K -62 -3%