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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
901
Avantax Advisory Services
Texas
$477K +$45.1K +637 +11%
WANY
902
Wealthspire Advisors (New York)
New York
$475K -$693K -9,797 -60%
WI
903
Wintrust Investments
Illinois
$475K -$21.2K -300 -4%
CC
904
Cipher Capital
New York
$474K -$1.31M -18,456 -74%
BG
905
Bahl & Gaynor
Ohio
$474K -$108K -1,528 -19%
Fiera Capital (Canada)
906
Fiera Capital (Canada)
Quebec, Canada
$473K
MYIA
907
Mount Yale Investment Advisors
Colorado
$472K +$9.98K +141 +2%
MCG
908
MACRO Consulting Group
New Jersey
$471K +$4.17K +59 +0.9%
KPW
909
Kore Private Wealth
New York
$471K +$69.7K +985 +18%
CWM
910
Concentric Wealth Management
California
$470K +$142 +2 +0%
PWMAG
911
Pinnacle Wealth Management Advisory Group
New Jersey
$468K +$117K +1,656 +35%
NB
912
NBT Bank
New York
$467K
TWA
913
TCI Wealth Advisors
Arizona
$466K +$1.77K +25 +0.4%
Fayez Sarofim & Co
914
Fayez Sarofim & Co
Texas
$465K
PI
915
Putnam Investments
Massachusetts
$463K -$214M -3,030,111 -100%
CAG
916
Csenge Advisory Group
Florida
$461K +$3.54K +50 +0.8%
NSB
917
Norway Savings Bank
Maine
$457K -$8.85K -125 -2%
WCF
918
West Coast Financial
California
$452K +$51K +721 +13%
MS
919
Maven Securities
Jersey
$451K +$439K +6,201 New
AMM
920
American Money Management
California
$444K -$109K -1,544 -20%
PWPS
921
Pinnacle Wealth Planning Services
Ohio
$444K +$5.87K +83 +1%
BCM
922
BTR Capital Management
California
$440K
RCAG
923
Rehmann Capital Advisory Group
Michigan
$440K +$10.3K +146 +2%
CM
924
Capula Management
Cayman Islands
$438K +$426K +6,016 New
HAI
925
Hennessy Advisors Inc
California
$437K -$70.8K -1,000 -14%