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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1101
Lodestone Wealth Management
Washington
$643K -$2.31K -44 -0.4%
IBOK
1102
Independence Bank of Kentucky
Kentucky
$642K +$13.1K +250 +2%
WPW
1103
Waldron Private Wealth
Pennsylvania
$639K -$44.5K -850 -7%
CG
1104
Cynosure Group
Utah
$639K +$590K +11,266 New
CA
1105
Crumly & Associates
Illinois
$638K -$150K -2,858 -20%
SBH
1106
Segall Bryant & Hamill
Illinois
$636K -$7.8K -149 -1%
MC
1107
Matisse Capital
Oregon
$632K +$584K +11,145 New
ZIMP
1108
Zimmermann Investment Management & Planning
Pennsylvania
$631K -$205K -3,912 -26%
LGA
1109
Lebenthal Global Advisors
New York
$630K +$582K +11,119 New
CA
1110
Capital Advantage
California
$630K -$3.14K -60 -0.5%
FCAG
1111
First Capital Advisors Group
New Jersey
$630K -$15.5K -296 -3%
SM
1112
Sciencast Management
New Jersey
$630K +$577K +11,011 New
PPG
1113
Peak Planning Group
Colorado
$629K +$228K +4,349 +64%
DBIA
1114
Dumont & Blake Investment Advisors
New Jersey
$629K +$581K +11,099 New
VCM
1115
Violich Capital Management
California
$628K
NL
1116
Navalign LLC
California
$628K +$119K +2,280 +26%
GLA
1117
Good Life Advisors
Pennsylvania
$627K +$299K +5,714 +107%
DAM
1118
Doheny Asset Management
California
$627K -$126K -2,406 -18%
V
1119
ViaWealth
Kansas
$622K +$196K +3,742 +52%
KPWS
1120
Kestra Private Wealth Services
Texas
$619K -$37.4K -715 -6%
WPC
1121
Wedmont Private Capital
Pennsylvania
$618K -$791K -15,104 -59%
LWAM
1122
Legacy Wealth Asset Management
Minnesota
$616K -$2.88K -55 -0.5%
MWAM
1123
Manhattan West Asset Management
California
$615K +$146K +2,790 +35%
1832 Asset Management
1124
1832 Asset Management
Ontario, Canada
$614K
SRWM
1125
Shira Ridge Wealth Management
California
$613K +$74.7K +1,426 +15%