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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
1026
Wedbush Securities
California
$1.56M -$2.92K -32 -0.2%
PWG
1027
Portside Wealth Group
Utah
$1.56M +$194K +2,122 +14%
RCM
1028
RMR Capital Management
California
$1.55M – – –
JSSH
1029
J. Safra Sarasin Holding
$1.55M -$1.35M -14,807 -47%
SW
1030
SVB Wealth
Massachusetts
$1.55M -$107K -1,175 -7%
EW
1031
Elyxium Wealth
California
$1.55M +$1.32M +14,479 +631%
FCBT
1032
First Citizens Bank & Trust
North Carolina
$1.54M -$57.1K -626 -4%
EWM
1033
Elmwood Wealth Management
California
$1.54M – – –
BCG
1034
BayBridge Capital Group
California
$1.54M +$1.03M +11,318 +212%
UBG
1035
United Bank (Georgia)
Georgia
$1.54M +$8.3K +91 +0.5%
BRPW
1036
Ballast Rock Private Wealth
South Carolina
$1.53M +$1.09K +12 +0.1%
FCFC
1037
First Commonwealth Financial Corp
Pennsylvania
$1.53M +$125K +1,375 +9%
AWM
1038
Athena Wealth Management
Nevada
$1.53M +$499K +5,477 +49%
FCA
1039
FLC Capital Advisors
California
$1.53M +$64.5K +707 +4%
NAM
1040
NorthCrest Asset Manangement
Minnesota
$1.52M -$79.9K -876 -6%
VVP
1041
Venture Visionary Partners
Ohio
$1.52M -$415K -4,547 -22%
AC
1042
AXQ Capital
New Jersey
$1.51M +$1.5M +16,411 New
4WM
1043
44 Wealth Management
Oregon
$1.51M -$15.6K -171 -1%
KFAS
1044
Keating Financial Advisory Services
Kansas
$1.51M -$81.6K -895 -5%
TCOT
1045
Trust Company of Toledo
Ohio
$1.51M +$167K +1,827 +13%
NERM
1046
New England Research & Management
Illinois
$1.51M +$1.49M +16,325 New
NCM
1047
Next Capital Management
New York
$1.51M -$54.7K -600 -4%
AFG
1048
Atomi Financial Group
New York
$1.51M -$381K -4,177 -20%
EWM
1049
Evercore Wealth Management
New York
$1.5M -$19K -208 -1%
PFA
1050
Perryman Financial Advisory
Texas
$1.5M -$26.4K -290 -2%
40 41
42
43 44