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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
B
901
Barings
North Carolina
$503K -$99.1K -1,388 -17%
BWM
902
Buckley Wealth Management
Nevada
$496K -$10.3K -144 -2%
SWA
903
Stratos Wealth Advisors
Ohio
$495K +$17.6K +247 +4%
MME
904
Meag Munich Ergo
Germany
$494K -$2.84M -39,824 -85%
NB
905
Nicolet Bankshares
Wisconsin
$492K -$8.36K -117 -2%
PCM
906
Prelude Capital Management
New York
$491K -$1.03M -14,479 -68%
HCM
907
Hollencrest Capital Management
California
$491K +$4.21K +59 +0.9%
CAG
908
Csenge Advisory Group
Florida
$490K +$22.4K +313 +5%
ER
909
Enlightenment Research
Florida
$488K +$478K +6,700 New
BAM
910
Belpointe Asset Management
Nevada
$485K +$141K +1,977 +42%
BOTW
911
Bank of the West
California
$483K -$253K -3,539 -35%
AG
912
AIA Group
Hong Kong
$482K +$141K +1,973 +43%
TCA
913
Transcend Capital Advisors
New Jersey
$481K -$4.36K -61 -1%
BDF
914
Balasa Dinverno & Foltz
$480K +$500 +7 +0.1%
TWA
915
TCI Wealth Advisors
Arizona
$475K +$8.5K +119 +2%
PMFA
916
Plante Moran Financial Advisors
Michigan
$474K -$20.5K -287 -4%
BG
917
Bahl & Gaynor
Ohio
$474K
MMA
918
Miracle Mile Advisors
California
$474K +$465K +6,512 New
Fiera Capital (Canada)
919
Fiera Capital (Canada)
Quebec, Canada
$473K
NB
920
NBT Bank
New York
$473K +$6K +84 +1%
SSWM
921
Sheets Smith Wealth Management
North Carolina
$472K -$23.9K -335 -5%
WI
922
Wintrust Investments
Illinois
$467K -$8.07K -113 -2%
Fayez Sarofim & Co
923
Fayez Sarofim & Co
Texas
$466K
SHGA
924
Sand Hill Global Advisors
California
$462K -$17.8K -249 -4%
MSFS
925
Main Street Financial Solutions
Pennsylvania
$462K +$58.4K +818 +15%