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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
LA
1026
LexAurum Advisors
Kansas
$1.08M -$85.3K -1,087 -7%
DI
1027
Disciplined Investors
Texas
$1.08M -$18K -229 -2%
DWM
1028
Destination Wealth Management
California
$1.07M -$46.6K -594 -4%
QI
1029
Qtron Investments
Massachusetts
$1.07M
LCM
1030
Leisure Capital Management
California
$1.07M
IAS
1031
Insigneo Advisory Services
Florida
$1.07M +$301K +3,833 +39%
SPC
1032
Sigma Planning Corp
Michigan
$1.06M +$390K +4,965 +58%
WA
1033
Wealth Alliance
New York
$1.05M +$426K +5,425 +68%
VA
1034
VestGen Advisors
Illinois
$1.05M +$1.05M +13,429 New
IIM
1035
Intact Investment Management
Quebec, Canada
$1.05M -$70.6K -900 -6%
RBI
1036
Raiffeisen Bank International
Austria
$1.05M +$266K +3,394 +34%
MC
1037
Matisse Capital
Oregon
$1.04M -$19.6K -250 -2%
PMSA
1038
Patrick M. Sweeney & Associates
Illinois
$1.03M +$78 +1 +0%
Koshinski Asset Management
1039
Koshinski Asset Management
Illinois
$1.03M -$35.7K -455 -3%
HR
1040
Hardy Reed
Mississippi
$1.03M -$5.18K -66 -0.5%
WGCA
1041
Wolf Group Capital Advisors
Virginia
$1.03M +$1.03M +13,140 New
EFS
1042
Essex Financial Services
Connecticut
$1.02M +$6.91K +88 +0.7%
FSA
1043
Franklin Street Advisors
North Carolina
$1.02M -$6.36K -81 -0.6%
DAS
1044
Dynamic Advisor Solutions
Arizona
$1.02M +$1.02M +13,037 New
HA
1045
Hamel Associates
New Jersey
$1.01M -$35.3K -450 -3%
NB
1046
Nicolet Bankshares
Wisconsin
$1.01M -$132K -1,681 -11%
CFM
1047
Capricorn Fund Managers
United Kingdom
$1.01M +$177K +2,260 +21%
CNTOF
1048
Canandaigua National Trust of Florida
New York
$1.01M -$19.5K -249 -2%
FCA
1049
FLC Capital Advisors
California
$1M
KIA
1050
Knollwood Investment Advisory
Maryland
$1M