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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CT
1101
Cambridge Trust
Massachusetts
$248K -$6.14K -86 -2%
EFS
1102
Essex Financial Services
Connecticut
$248K +$8.64K +121 +4%
CS
1103
Comerica Securities
Michigan
$248K +$244K +3,411 New
LHC
1104
Little House Capital
Massachusetts
$244K -$34.2K -479 -13%
BAM
1105
Boyar Asset Management
New York
$244K
MCM
1106
Maryland Capital Management
Maryland
$244K
Simplex Trading
1107
Simplex Trading
Illinois
$243K +$236K +3,309 New
BFA
1108
Beaumont Financial Advisors
Massachusetts
$242K -$3.57K -50 -1%
APP
1109
Avantax Planning Partners
Iowa
$242K +$237K +3,316 New
IAN
1110
Integrated Advisors Network
Texas
$242K +$237K +3,319 New
BJL
1111
Brighton Jones LLC
Washington
$241K +$7.36K +103 +3%
MSE
1112
MUFG Securities EMEA
United Kingdom
$240K -$6.63M -92,830 -97%
PFWA
1113
Paces Ferry Wealth Advisors
Georgia
$240K -$36.1K -505 -13%
PVH
1114
Psagot Value Holdings
Israel
$240K
EP
1115
Eudaimonia Partners
Tennessee
$239K +$20.3K +284 +9%
EFM
1116
E Fund Management
China
$238K +$234K +3,271 New
AFP
1117
Ausdal Financial Partners
Iowa
$237K -$37.8K -529 -14%
MGIA
1118
Moneta Group Investment Advisors
Missouri
$237K -$27.6K -386 -11%
AAM
1119
Autus Asset Management
Arizona
$236K -$20.7K -290 -8%
CI
1120
CX Institutional
Indiana
$236K +$16K +224 +7%
TTWM
1121
TCV Trust & Wealth Management
Virginia
$235K -$643 -9 -0.3%
RIM
1122
Redwood Investment Management
Arizona
$235K +$230K +3,221 New
BAM
1123
Brave Asset Management
New Jersey
$233K
GT
1124
Glenview Trust
Kentucky
$231K -$79.5K -1,113 -26%
IIC
1125
Integrated Investment Consultants
Michigan
$231K