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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
1101
Group One Trading
Illinois
$372K +$358K +4,423 New
ACA
1102
Affinity Capital Advisors
California
$371K +$43.1K +533 +14%
AC
1103
Abbrea Capital
California
$368K +$23.8K +294 +7%
CAM
1104
Connacht Asset Management
New York
$367K -$716K -8,848 -67%
CWS
1105
Cypress Wealth Services
California
$367K +$8.74K +108 +3%
SIMG
1106
Sonora Investment Management Group
Arizona
$367K +$353K +4,361 New
HPWM
1107
Highland Private Wealth Management
Washington
$365K +$19.3K +239 +6%
FAFN
1108
First Affirmative Financial Network
Colorado
$363K +$29.4K +363 +9%
GIA
1109
Gladstone Institutional Advisory
Florida
$363K +$98.2K +1,214 +39%
GA
1110
Geller Advisors
New York
$362K -$971 -12 -0.3%
APP
1111
Alpha Paradigm Partners
Illinois
$362K +$348K +4,299 New
DWM
1112
Defined Wealth Management
Oregon
$359K
PFS
1113
Prospera Financial Services
Texas
$354K -$24.3K -300 -7%
IFA
1114
Index Fund Advisors
California
$354K +$341K +4,214 New
BPWM
1115
Badgley Phelps Wealth Managers
Washington
$353K +$9.14K +113 +3%
PWM
1116
Purus Wealth Management
California
$353K +$340K +4,199 New
IAN
1117
Integrated Advisors Network
Texas
$352K +$69.9K +864 +26%
TRIA
1118
Trail Ridge Investment Advisors
Colorado
$352K +$338K +4,180 New
IFWM
1119
Institute for Wealth Management
Colorado
$350K +$10.3K +127 +3%
JF
1120
Jump Financial
Illinois
$349K +$336K +4,158 New
CT
1121
Cambridge Trust
Massachusetts
$347K +$57.8K +715 +21%
BC
1122
Bridgefront Capital
Texas
$347K +$334K +4,131 New
BBNA
1123
Bremer Bank National Association
Minnesota
$346K
RA
1124
RFG Advisory
Alabama
$346K +$332K +4,108 New
SWA
1125
Sutton Wealth Advisors
Florida
$346K