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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MA
1001
Mutual Advisors
Nebraska
$277K -$7.03K -116 -3%
BWP
1002
BSW Wealth Partners
Colorado
$277K +$257K +4,244 New
CIP
1003
Convergence Investment Partners
Florida
$276K -$5.52K -91 -2%
WW
1004
Westshore Wealth
California
$276K +$257K +4,239 New
YMRC
1005
Yorktown Management & Research Company
Virginia
$275K -$396K -6,525 -61%
PPWM
1006
PFG Private Wealth Management
Florida
$275K +$255K +4,213 New
SBSB
1007
Sullivan, Bruyette, Speros & Blaney
Virginia
$274K
VST
1008
Van Strum & Towne
California
$274K
VWA
1009
V Wealth Advisors
Kansas
$274K +$255K +4,209 New
DWM
1010
Defined Wealth Management
Oregon
$273K +$139K +2,300 +121%
OPS
1011
Orion Portfolio Solutions
Nebraska
$270K +$20.7K +342 +9%
CCM
1012
Coldstream Capital Management
Washington
$270K +$251K +4,139 New
SWA
1013
Sutton Wealth Advisors
Florida
$269K +$1.09K +18 +0.4%
VVP
1014
Venture Visionary Partners
Ohio
$269K -$3.03M -50,017 -92%
AIA
1015
Armor Investment Advisors
North Carolina
$269K
Lido Advisors
1016
Lido Advisors
California
$268K -$11.1M -183,019 -98%
LA
1017
Latitude Advisors
Florida
$268K -$406K -6,690 -62%
JSL
1018
JT Stratford LLC
Georgia
$268K -$21.6K -357 -8%
SMH
1019
Sanders Morris Harris
Texas
$268K
IFWM
1020
Institute for Wealth Management
Colorado
$267K -$1.82K -30 -0.7%
OIA
1021
OneDigital Investment Advisors
Kansas
$267K +$249K +4,101 New
AC
1022
Abbrea Capital
California
$266K
TCM
1023
Traynor Capital Management
Pennsylvania
$266K +$121 +2 +0%
APA
1024
American Portfolios Advisors
New York
$266K +$52.6K +867 +27%
PFGIA
1025
Patriot Financial Group Insurance Agency
Massachusetts
$263K +$728 +12 +0.3%