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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PAI
1026
Pittenger & Anderson Inc
Nebraska
$580K +$6.51K +74 +1%
EI
1027
Ellevest Inc
New York
$580K +$96.1K +1,093 +19%
FFN
1028
Focus Financial Network
Minnesota
$576K -$228K -2,597 -28%
GWM
1029
GSB Wealth Management
Connecticut
$576K -$77K -875 -11%
HCM
1030
Hollencrest Capital Management
California
$573K
O
1031
Ossiam
France
$572K +$84.1K +956 +16%
APA
1032
American Portfolios Advisors
New York
$571K +$171K +1,948 +40%
PWAG
1033
Polaris Wealth Advisory Group
California
$570K
PWPS
1034
Pinnacle Wealth Planning Services
Ohio
$569K -$1.76K -20 -0.3%
DHFB
1035
Dixon Hubard Feinour & Brown
Virginia
$569K +$594K +6,748 New
ACI
1036
Alpha Cubed Investments
California
$565K +$288K +3,276 +96%
BFPW
1037
BOK Financial Private Wealth
Colorado
$562K +$48.1K +547 +9%
CA
1038
Cetera Advisors
Colorado
$561K +$41.8K +475 +8%
MSFS
1039
Main Street Financial Solutions
Pennsylvania
$560K -$1.76K -20 -0.3%
ACM
1040
Advisors Capital Management
New Jersey
$556K +$23.2K +264 +4%
BG
1041
Bahl & Gaynor
Ohio
$555K +$5.98K +68 +1%
FDS
1042
First Dallas Securities
Texas
$552K -$44K -500 -7%
BWP
1043
BSW Wealth Partners
Colorado
$552K +$17.8K +202 +3%
HAM
1044
Hyperion Asset Management
Australia
$551K -$506K -5,750 -47%
IA
1045
IFP Advisors
Florida
$551K +$174K +1,978 +19%
NB
1046
NBT Bank
New York
$539K -$9.24K -105 -2%
Fayez Sarofim & Co
1047
Fayez Sarofim & Co
Texas
$539K
OPS
1048
Orion Portfolio Solutions
Nebraska
$538K +$20.4K +232 +4%
WANY
1049
Wealthspire Advisors (New York)
New York
$537K -$302K -3,429 -35%
NL
1050
Navalign LLC
California
$531K -$150K -1,702 -18%