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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
1101
1832 Asset Management
Ontario, Canada
$595K
SBH
1102
Segall Bryant & Hamill
Illinois
$595K -$23.8K -393 -3%
SRWM
1103
Shira Ridge Wealth Management
California
$595K +$1.27K +21 +0.2%
LWAM
1104
Legacy Wealth Asset Management
Minnesota
$594K -$2.9K -48 -0.4%
CWAG
1105
Compton Wealth Advisory Group
Virginia
$589K +$4.53K +75 +0.7%
WP
1106
Westmount Partners
California
$588K +$41.4K +685 +7%
SS
1107
Sunbelt Securities
Texas
$585K +$576K +9,523 +841%
WAM
1108
WNY Asset Management
New York
$584K +$67.9K +1,124 +12%
SFS
1109
Sowell Financial Services
Arkansas
$582K -$599K -9,903 -48%
CA
1110
Capital Advantage
California
$581K -$18.7K -310 -3%
MIM
1111
Moseley Investment Management
Florida
$579K
B
1112
Bridgeworth
Alabama
$577K -$16.6K -275 -3%
WPC
1113
Wedmont Private Capital
Pennsylvania
$573K +$30.9K +511 +5%
KPWS
1114
Kestra Private Wealth Services
Texas
$571K -$32.2K -532 -5%
LA
1115
LexAurum Advisors
Kansas
$570K +$628K +10,391 New
PSC
1116
Portman Square Capital
United Kingdom
$570K +$627K +10,374 New
BAM
1117
Berkshire Asset Management
Pennsylvania
$569K
CCIA
1118
Campbell & Co Investment Adviser
Maryland
$566K +$623K +10,307 New
IAIM
1119
International Assets Investment Management
Florida
$565K +$206K +3,412 +49%
RA
1120
Royce & Associates
New York
$564K
GIA
1121
Gladstone Institutional Advisory
Florida
$563K -$2.39M -39,544 -79%
MC
1122
Machina Capital
France
$561K +$617K +10,210 New
CA
1123
Cornerstone Advisory
Maryland
$560K -$1,000K -16,543 -62%
P
1124
Pitcairn
Pennsylvania
$559K +$41.2K +681 +7%
FFS
1125
Founders Financial Securities
Maryland
$559K -$115K -1,895 -16%