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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Flossbach Von Storch
976
Flossbach Von Storch
Germany
$351K +$341K +4,824 New
JWM
977
Jeppson Wealth Management
California
$350K -$10.6K -150 -3%
PPWM
978
PFG Private Wealth Management
Florida
$350K +$42.3K +598 +14%
EN1L
979
Engine No 1 LLC
California
$349K +$339K +4,792 New
TA
980
Tiedemann Advisors
New York
$347K -$12.7K -180 -4%
NNP
981
Nachman Norwood & Parrott
South Carolina
$347K -$4.81K -68 -1%
PCS
982
Personal CFO Solutions
New Jersey
$347K +$10.6K +150 +3%
MA
983
Mutual Advisors
Nebraska
$347K +$36.9K +521 +12%
DFA
984
Delta Financial Advisors
Louisiana
$345K
MHR
985
Matthew Hamilton Rosenberg
$344K +$10.6K +150 +3%
CCM
986
Coldstream Capital Management
Washington
$344K +$41.5K +586 +14%
ARC
987
Advisor Resource Council
Texas
$342K +$333K +4,702 New
BAM
988
Belpointe Asset Management
Nevada
$341K +$76.1K +1,076 +30%
ET
989
Equitable Trust
Tennessee
$339K -$248K -3,500 -43%
PCA
990
Providence Capital Advisors
North Carolina
$336K
JHCP
991
Jackson Hole Capital Partners
Oklahoma
$334K
ACM
992
Azimuth Capital Management
Michigan
$334K +$2.27K +32 +0.7%
PSUF
993
People's United Financial
Connecticut
$333K
HCMT
994
Highland Capital Management (Tennessee)
Tennessee
$331K
CWC
995
Carolinas Wealth Consulting
North Carolina
$330K +$708 +10 +0.2%
OPS
996
Orion Portfolio Solutions
Nebraska
$330K +$27.6K +390 +9%
FCA
997
FinTrust Capital Advisors
South Carolina
$329K +$87.8K +1,240 +38%
APA
998
American Portfolios Advisors
New York
$329K +$30.9K +436 +11%
GBA
999
Garrison Bradford & Associates
New York
$328K
S
1000
SimplyRich
California
$328K