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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
901
Financial Architects (New Jersey)
New Jersey
$194K +$1.55K +28 +0.7%
YWP
902
YorkBridge Wealth Partners
New York
$194K +$18.9K +341 +10%
MWM
903
Mascoma Wealth Management
New Hampshire
$187K – – –
PAM
904
Paradigm Asset Management
New York
$184K – – –
AOWM
905
Alpha Omega Wealth Management
Virginia
$180K – – –
AIM
906
ARK Investment Management
Florida
$169K +$9.47K +171 +5%
GLI
907
Guardian Life Insurance
New York
$169K +$30.9K +557 +20%
SLF
908
Sun Life Financial
Ontario, Canada
$166K +$164K +2,969 +1,042%
FBT
909
First Bank & Trust
South Dakota
$163K +$38.1K +687 +27%
BWL
910
Bogart Wealth LLC
Virginia
$155K +$16.3K +294 +11%
EA
911
Edge Advisors
Georgia
$153K +$22.3K +403 +15%
KA
912
Kaizen Advisory
Illinois
$152K +$101K +1,823 +158%
Qube Research & Technologies (QRT)
913
Qube Research & Technologies (QRT)
United Kingdom
$147K -$39.2K -707 -20%
OWA
914
One Wealth Advisors
California
$139K – – –
SIAS
915
Shine Investment Advisory Services
Colorado
$136K -$33.3K -602 -18%
PR
916
Payden & Rygel
California
$135K – – –
PCG
917
Private Capital Group
Connecticut
$134K +$7.75K +140 +6%
PHK
918
Point72 Hong Kong
Hong Kong
$134K +$145K +2,624 New
AIM
919
Anchor Investment Management
South Carolina
$130K +$11.1K +200 +9%
SIM
920
Sonora Investment Management
Arizona
$130K – – –
LWM
921
Lenox Wealth Management
Ohio
$129K +$5.54K +100 +4%
WA
922
WealthTrust-Arizona
Arizona
$123K -$3.1K -56 -2%
AIM
923
Acropolis Investment Management
Missouri
$115K +$124K +2,247 New
DBT
924
Dubuque Bank & Trust
Iowa
$114K – – –
OIA
925
OneDigital Investment Advisors
Kansas
$109K +$79.5K +1,435 +205%