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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
1101
Quadrant Private Wealth Management
Pennsylvania
$352K -$6.96K -101 -2%
GFP
1102
Gryphon Financial Partners
Ohio
$352K +$40.3K +585 +12%
O
1103
Ossiam
France
$350K -$86.1K -1,248 -18%
RWP
1104
Ridgecrest Wealth Partners
California
$348K
Credit Agricole
1105
Credit Agricole
France
$348K +$178K +2,579 +88%
CAM
1106
Connacht Asset Management
New York
$348K +$380K +5,506 New
ARC
1107
Advisor Resource Council
Texas
$348K +$381K +5,518 New
AA
1108
Addison Advisors
Vermont
$347K -$138 -2 -0%
CPA
1109
Court Place Advisors
Maryland
$347K
TA
1110
Tiedemann Advisors
New York
$347K +$49.2K +713 +15%
NB
1111
Nicolet Bankshares
Wisconsin
$345K -$13.8K -200 -4%
WF
1112
Welch & Forbes
Massachusetts
$345K +$377K +5,462 New
APA
1113
American Portfolios Advisors
New York
$344K -$92.2K -1,337 -20%
AWM
1114
Aberdeen Wealth Management
Illinois
$342K +$69 +1 +0%
SWA
1115
Stratos Wealth Advisors
Ohio
$341K +$11.1K +161 +3%
CCIA
1116
Campbell & Co Investment Adviser
Maryland
$341K +$372K +5,400 New
KWM
1117
Kingsview Wealth Management
Oregon
$340K -$193K -2,802 -34%
BAM
1118
Berkshire Asset Management
Pennsylvania
$340K -$1.1K -16 -0.3%
TCM
1119
Traynor Capital Management
Pennsylvania
$340K +$3.1K +45 +0.8%
Fayez Sarofim & Co
1120
Fayez Sarofim & Co
Texas
$339K -$70.9K -1,028 -16%
CDH
1121
Charles D. Hyman
$338K +$169K +2,447 +84%
BHBT
1122
Burke & Herbert Bank & Trust
Virginia
$335K
BTW
1123
Boston Trust Walden
Massachusetts
$335K +$2.41K +35 +0.7%
GWM
1124
GSB Wealth Management
Connecticut
$334K -$107K -1,550 -23%
DI
1125
Diligent Investors
California
$334K +$6.9K +100 +2%