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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1076
Jeppson Wealth Management
California
$402K -$4.04K -50 -1%
CP
1077
CenterBook Partners
Connecticut
$401K +$386K +4,769 New
DFA
1078
Delta Financial Advisors
Louisiana
$399K
IHL
1079
Investment House LLC
California
$398K +$8.09K +100 +2%
CA
1080
Claro Advisors
Massachusetts
$397K +$12.9K +159 +3%
PPWM
1081
PFG Private Wealth Management
Florida
$396K -$17.5K -216 -4%
RZH
1082
Relyea Zuckerberg Hanson
Connecticut
$396K +$19.4K +240 +6%
RCG
1083
Regatta Capital Group
California
$395K +$380K +4,697 New
Fisher Asset Management
1084
Fisher Asset Management
Washington
$392K +$377K +4,665 New
CPA
1085
Cardiff Park Advisors
California
$391K +$376K +4,644 New
WAP
1086
Wealthcare Advisory Partners
Pennsylvania
$390K -$1.05K -13 -0.3%
OA
1087
Operose Advisors
Wisconsin
$388K +$373K +4,610 New
LNC
1088
Lincoln National Corp
Pennsylvania
$387K -$19.3K -238 -5%
SEC
1089
Seven Eight Capital
New York
$387K +$372K +4,597 New
IAA
1090
Independent Advisor Alliance
North Carolina
$386K -$191K -2,366 -34%
TA
1091
Tiedemann Advisors
New York
$386K
KP
1092
Keel Point
Alabama
$386K +$34.4K +425 +10%
HCMT
1093
Highland Capital Management (Tennessee)
Tennessee
$382K
S
1094
SimplyRich
California
$382K +$2.51K +31 +0.7%
SM
1095
SG3 Management
Puerto Rico
$378K -$121K -1,500 -25%
SBL
1096
Sargent Bickham Lagudis
Colorado
$378K
JIC
1097
Joel Isaacson & Co
New York
$378K +$4.13K +51 +1%
SWM
1098
SeaCrest Wealth Management
New York
$377K -$2.02K -25 -0.6%
ACM
1099
Azimuth Capital Management
Michigan
$373K
VWA
1100
V Wealth Advisors
Kansas
$372K -$1.94K -24 -0.5%