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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
EMG
1001
ETF Managers Group
New Jersey
$707K +$25.2K +325 +4%
SWM
1002
Spire Wealth Management
Virginia
$703K -$2.64K -34 -0.4%
VI
1003
Versor Investments
New York
$699K +$652K +8,400 New
DAM
1004
Doheny Asset Management
California
$699K -$450K -5,799 -41%
MA
1005
Mutual Advisors
Nebraska
$690K +$54.9K +707 +9%
QI
1006
Qtron Investments
Massachusetts
$688K +$161K +2,070 +33%
NL
1007
Navalign LLC
California
$687K -$543 -7 -0.1%
TFA
1008
Toth Financial Advisory
Virginia
$686K +$577K +7,430 +917%
GLA
1009
Great Lakes Advisors
Illinois
$684K +$638K +8,219 New
DI
1010
DAGCO Inc
Ohio
$681K -$388 -5 -0.1%
FCAG
1011
First Capital Advisors Group
New Jersey
$677K -$18.9K -243 -3%
WPC
1012
Wedmont Private Capital
Pennsylvania
$675K +$33.1K +426 +6%
BWA
1013
Bordeaux Wealth Advisors
California
$670K -$269K -3,463 -30%
SWM
1014
SeaCrest Wealth Management
New York
$670K +$22K +283 +4%
CAG
1015
Compass Advisory Group
New York
$668K -$155K -2,000 -20%
WIC
1016
Woodmont Investment Counsel
Tennessee
$665K
Edgewood Management
1017
Edgewood Management
Connecticut
$663K
BG
1018
Bahl & Gaynor
Ohio
$663K +$33K +425 +6%
LWAC
1019
Laurel Wealth Advisors (California)
California
$662K -$7.99K -103 -1%
EI
1020
Ellevest Inc
New York
$660K +$34.8K +448 +6%
FCA
1021
FinTrust Capital Advisors
South Carolina
$658K -$17.2K -221 -3%
MWA
1022
Monograph Wealth Advisors
California
$656K -$35.3K -455 -5%
ZIG
1023
Zullo Investment Group
Pennsylvania
$654K +$7.99K +103 +1%
BIC
1024
Beach Investment Counsel
Pennsylvania
$653K
AFG
1025
Albion Financial Group
Utah
$650K