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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CGL
1101
Clarius Group LLC
Washington
$749K -$126K -1,915 -16%
MIM
1102
Moseley Investment Management
Florida
$748K
Koshinski Asset Management
1103
Koshinski Asset Management
Illinois
$747K -$124K -1,880 -15%
RA
1104
Royce & Associates
New York
$743K
FCA
1105
FinTrust Capital Advisors
South Carolina
$742K +$273K +4,143 +68%
LA
1106
LexAurum Advisors
Kansas
$742K -$593 -9 -0.1%
KWA
1107
Kingswood Wealth Advisors
California
$739K -$52.9K -803 -7%
FFS
1108
Founders Financial Securities
Maryland
$739K +$1.05K +16 +0.2%
WWM
1109
Western Wealth Management
Colorado
$738K -$77.2K -1,173 -10%
IF
1110
Ironwood Financial
Arizona
$737K +$10.5K +160 +2%
BTI
1111
Blue Trust Inc
Georgia
$730K +$209K +3,176 +46%
RC
1112
Rovin Capital
Arizona
$730K -$42.5K -646 -6%
PWMAG
1113
Pinnacle Wealth Management Advisory Group
New Jersey
$729K +$9.22K +140 +1%
WAM
1114
WNY Asset Management
New York
$729K -$16.5K -250 -2%
KPWS
1115
Kestra Private Wealth Services
Texas
$725K -$156K -2,375 -19%
IPW
1116
Invictus Private Wealth
Colorado
$725K
EL
1117
EMFO LLC
Florida
$723K
BWM
1118
BigSur Wealth Management
Florida
$723K +$659K +10,000 New
First Trust Advisors
1119
First Trust Advisors
Illinois
$718K +$20.3K +308 +3%
WP
1120
Westmount Partners
California
$717K -$24.5K -372 -4%
PWM
1121
Power Wealth Management
Georgia
$716K +$61.5K +934 +10%
CYG
1122
Clean Yield Group
Vermont
$712K -$26.3K -400 -4%
SG
1123
StoneX Group
New York
$712K +$193K +2,925 +42%
TAM
1124
Titleist Asset Management
Texas
$711K -$908K -13,784 -58%
MAM
1125
Mystic Asset Management
Rhode Island
$710K +$16.5K +250 +3%