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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1001
Arkadios Wealth Advisors
Georgia
$541K +$14.1K +203 +3%
BG
1002
Bahl & Gaynor
Ohio
$541K +$66.2K +953 +14%
SPI
1003
Sutton Place Investors
New York
$537K +$5.83K +84 +1%
EI
1004
Ellevest Inc
New York
$537K +$204K +2,934 +65%
CI
1005
Cavalier Investments
Georgia
$536K -$43.1K -621 -8%
AIM
1006
Athena Investment Management
California
$536K
BFA
1007
Bragg Financial Advisors
North Carolina
$530K -$23.5K -338 -4%
PCS
1008
Personal CFO Solutions
New Jersey
$530K +$112K +1,610 +28%
Koshinski Asset Management
1009
Koshinski Asset Management
Illinois
$529K +$252K +3,623 +97%
BTI
1010
Blue Trust Inc
Georgia
$528K +$190K +2,738 +49%
SXL
1011
Summit X LLC
Missouri
$527K +$61.3K +883 +14%
CWM
1012
Calamos Wealth Management
Illinois
$525K -$87.7K -1,263 -15%
GC
1013
GFG Capital
Florida
$521K
SG
1014
Stonnington Group
California
$519K -$347K -5,000 -40%
GPA
1015
Garrison Point Advisors
California
$516K
ET
1016
Equitable Trust
Tennessee
$510K
CM
1017
Capula Management
Cayman Islands
$507K +$87.3K +1,258 +22%
DU
1018
Delphia (USA)
Ontario, Canada
$506K +$5.69K +82 +1%
FNBOH
1019
First National Bank of Hutchinson
Kansas
$504K -$33K -476 -6%
SPC
1020
Sigma Planning Corp
Michigan
$500K -$11.9K -172 -2%
CC
1021
Corton Capital
Ontario, Canada
$497K +$133K +1,910 +38%
OIM
1022
Orca Investment Management
Oregon
$496K -$12.5K -180 -3%
ICG
1023
InterOcean Capital Group
Tennessee
$494K +$42.7K +615 +10%
4WM
1024
44 Wealth Management
Oregon
$493K -$119K -1,719 -20%
FFN
1025
Focus Financial Network
Minnesota
$491K +$8.75K +126 +2%