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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
IHL
1001
Investment House LLC
California
$282K -$13.8K -227 -5%
CAN
1002
Claraphi Advisory Network
United States
$281K -$8K -132 -3%
BTWM
1003
Baker Tilly Wealth Management
Wisconsin
$280K -$57.2K -944 -18%
EWA
1004
Encompass Wealth Advisors
Oregon
$280K – – –
SOW
1005
State of Wyoming
Wyoming
$280K +$260K +4,294 New
OMIC
1006
Old Mission Investment Co
Michigan
$280K – – –
MA
1007
Mutual Advisors
Nebraska
$277K -$7.03K -116 -3%
BWP
1008
BSW Wealth Partners
Colorado
$277K +$257K +4,244 New
CIP
1009
Convergence Investment Partners
Florida
$276K -$5.52K -91 -2%
WW
1010
Westshore Wealth
California
$276K +$257K +4,239 New
YMRC
1011
Yorktown Management & Research Company
Virginia
$275K -$396K -6,525 -61%
PPWM
1012
PFG Private Wealth Management
Florida
$275K +$255K +4,213 New
SBSB
1013
Sullivan, Bruyette, Speros & Blaney
Virginia
$274K – – –
VST
1014
Van Strum & Towne
California
$274K – – –
VWA
1015
V Wealth Advisors
Kansas
$274K +$255K +4,209 New
DWM
1016
Defined Wealth Management
Oregon
$273K +$139K +2,300 +121%
OPS
1017
Orion Portfolio Solutions
Nebraska
$270K +$20.7K +342 +9%
CCM
1018
Coldstream Capital Management
Washington
$270K +$251K +4,139 New
SWA
1019
Sutton Wealth Advisors
Florida
$269K +$1.09K +18 +0.4%
VVP
1020
Venture Visionary Partners
Ohio
$269K -$3.03M -50,017 -92%
AIA
1021
Armor Investment Advisors
North Carolina
$269K – – –
Lido Advisors
1022
Lido Advisors
California
$268K -$11.1M -183,019 -98%
LA
1023
Latitude Advisors
Florida
$268K -$406K -6,690 -62%
JSL
1024
JT Stratford LLC
Georgia
$268K -$21.6K -357 -8%
SMH
1025
Sanders Morris Harris
Texas
$268K – – –