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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
IIC
1076
Integrated Investment Consultants
Michigan
$696K +$188K +3,598 +41%
IAN
1077
Integrated Advisors Network
Texas
$693K +$93.8K +1,790 +17%
TW
1078
Transform Wealth
Colorado
$693K -$4.28M -81,684 -87%
BLC
1079
Brown, Lisle/Cummings
Rhode Island
$689K +$636K +12,150 New
FFS
1080
Founders Financial Securities
Maryland
$684K -$255K -4,876 -29%
ZIG
1081
Zullo Investment Group
Pennsylvania
$683K +$59K +1,126 +10%
RGF
1082
Retirement Guys Formula
Ohio
$683K +$58.9K +1,125 +10%
PTP
1083
Platform Technology Partners
New York
$682K -$2.04K -39 -0.3%
CNBTD
1084
Citizens National Bank Trust Department
Mississippi
$676K +$12.6K +240 +2%
DAM
1085
Derbend Asset Management
Georgia
$674K +$25.6K +488 +4%
CC
1086
Centiva Capital
New York
$673K -$982K -18,751 -61%
NAS
1087
Nicolet Advisory Services
Wisconsin
$671K +$115K +2,193 +22%
DU
1088
Delphia (USA)
Ontario, Canada
$669K +$619K +11,810 New
EF
1089
Empowered Funds
Pennsylvania
$669K -$560K -10,690 -48%
EST
1090
EA Series Trust
Pennsylvania
$669K +$618K +11,798 New
QI
1091
Qtron Investments
Massachusetts
$668K
PIA
1092
Powell Investment Advisors
Florida
$665K
BTWM
1093
Baker Tilly Wealth Management
Wisconsin
$665K +$12K +229 +2%
FNBT
1094
FineMark National Bank & Trust
Florida
$664K +$28.7K +548 +5%
CAM
1095
Columbia Asset Management
Michigan
$663K +$317K +6,051 +107%
IPW
1096
Invictus Private Wealth
Colorado
$653K +$603K +11,515 New
Acadian Asset Management
1097
Acadian Asset Management
Massachusetts
$651K -$795K -15,172 -57%
NWM
1098
Northcape Wealth Management
New York
$651K
AAS
1099
Annex Advisory Services
Wisconsin
$650K -$1.79M -34,097 -75%
IWA
1100
Intercontinental Wealth Advisors
Texas
$644K +$33.6K +642 +6%