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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
1026
Daytona Street Capital
Missouri
$1.63M +$32.4K +330 +2%
SWA
1027
Stratos Wealth Advisors
Ohio
$1.62M +$103K +1,046 +6%
WA
1028
Wealth Alliance
New York
$1.62M -$2.84K -29 -0.2%
KFAS
1029
Keating Financial Advisory Services
Kansas
$1.62M +$5.1K +52 +0.3%
LFG
1030
Larson Financial Group
Missouri
$1.62M +$354K +3,614 +26%
HPC
1031
HM Payson & Co
Maine
$1.62M -$9.61K -98 -0.6%
EFG
1032
Embree Financial Group
Illinois
$1.62M +$5.88K +60 +0.4%
SG
1033
Sienna Gestion
France
$1.6M -$13.1M -133,597 -89%
WS
1034
Wedbush Securities
California
$1.6M -$87.7K -894 -5%
HAS
1035
HBW Advisory Services
California
$1.59M -$111K -1,129 -6%
NCM
1036
Next Capital Management
New York
$1.59M +$58.8K +600 +4%
RPGK
1037
Retirement Planning Group (Kansas)
Kansas
$1.59M +$51K +520 +3%
RCM
1038
RMR Capital Management
California
$1.58M – – –
CC
1039
Centiva Capital
New York
$1.58M +$62.2K +634 +4%
AWE
1040
Avidian Wealth Enterprises
Texas
$1.58M +$1.06M +10,821 +181%
BEI
1041
Benjamin Edwards Inc
Missouri
$1.58M +$196K +1,995 +13%
TAM
1042
Trust Asset Management
Texas
$1.58M – – –
MCM
1043
Mainstream Capital Management
California
$1.57M +$7.36K +75 +0.5%
IIC
1044
Integrated Investment Consultants
Michigan
$1.57M -$347K -3,537 -17%
AIM
1045
Advyzon Investment Management
Illinois
$1.57M -$18.1K -185 -1%
EWM
1046
Elmwood Wealth Management
California
$1.57M +$29.3K +299 +2%
AWM
1047
Avior Wealth Management
Nebraska
$1.56M -$154K -1,568 -9%
BRPW
1048
Ballast Rock Private Wealth
South Carolina
$1.56M – – –
UBG
1049
United Bank (Georgia)
Georgia
$1.56M +$5.39K +55 +0.3%
PFA
1050
Perryman Financial Advisory
Texas
$1.56M -$19.3K -197 -1%
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43 44