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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1026
Integrated Wealth Concepts
Massachusetts
$487K +$40.1K +577 +9%
GA
1027
GraniteShares Advisors
New York
$486K +$470K +6,772 New
DS
1028
DRW Securities
Illinois
$484K -$377K -5,432 -45%
NB
1029
NBT Bank
New York
$484K -$5.83K -84 -1%
MSFS
1030
Main Street Financial Solutions
Pennsylvania
$484K +$2.78K +40 +0.6%
BWP
1031
BSW Wealth Partners
Colorado
$479K -$11.2K -162 -2%
GKWIM
1032
Gerber Kawasaki Wealth & Investment Management
California
$478K -$292K -4,204 -39%
CA
1033
Claro Advisors
Massachusetts
$478K
LA
1034
LVW Advisors
New York
$478K +$45.3K +653 +11%
RCM
1035
Radnor Capital Management
Pennsylvania
$476K
AWM
1036
Atticus Wealth Management
Florida
$475K
LA
1037
Latitude Advisors
Florida
$475K +$59.4K +855 +15%
HIC
1038
Hartline Investment Corp
Illinois
$475K +$458K +6,603 New
FDS
1039
First Dallas Securities
Texas
$474K -$7.29K -105 -2%
RWB
1040
RMR Wealth Builders
New Jersey
$474K +$17K +245 +4%
SBIA
1041
Sheaff Brock Investment Advisors
Indiana
$469K -$903 -13 -0.2%
Fiera Capital (Canada)
1042
Fiera Capital (Canada)
Quebec, Canada
$467K
TPW
1043
Transatlantique Private Wealth
New York
$467K +$23.5K +338 +5%
E
1044
Ergoteles
New York
$454K -$4.28M -61,694 -91%
VVP
1045
Venture Visionary Partners
Ohio
$454K +$4.51K +65 +1%
TWA
1046
TCI Wealth Advisors
Arizona
$452K -$62.3K -898 -12%
FCA
1047
FLC Capital Advisors
California
$450K +$41.4K +597 +11%
MHR
1048
Matthew Hamilton Rosenberg
$449K +$19.3K +278 +5%
CA
1049
Cetera Advisors
Colorado
$447K +$2.29K +33 +0.5%
TC
1050
TAGStone Capital
North Carolina
$446K +$1.32K +19 +0.3%