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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1101
Moseley Investment Management
Florida
$769K +$7.39K +100 +1%
FCA
1102
FinTrust Capital Advisors
South Carolina
$766K +$9.38K +127 +1%
SP
1103
Stablepoint Partners
Massachusetts
$765K +$60.7K +822 +8%
EAM
1104
Eschler Asset Management
United Kingdom
$762K +$764K +10,345 New
CGFA
1105
Colton Groome Financial Advisors
North Carolina
$760K +$762K +10,312 New
RA
1106
Royce & Associates
New York
$757K
IF
1107
Ironwood Financial
Arizona
$754K +$3.47K +47 +0.5%
RC
1108
Rovin Capital
Arizona
$751K +$6.8K +92 +0.9%
MJRIC
1109
Mogy Joel R Investment Counsel
California
$748K -$96K -1,300 -11%
EBT
1110
Enterprise Bank & Trust
Massachusetts
$747K +$74.8K +1,013 +11%
EDRH
1111
Edmond de Rothschild Holding
Switzerland
$747K -$135K -1,823 -15%
KWA
1112
Kingswood Wealth Advisors
California
$747K -$6.28K -85 -0.8%
RI
1113
Ridgewood Investments
New Jersey
$745K -$29.8K -403 -4%
Capstone Investment Advisors
1114
Capstone Investment Advisors
New York
$744K +$438K +5,929 +142%
PWMAG
1115
Pinnacle Wealth Management Advisory Group
New Jersey
$744K +$960 +13 +0.1%
UBG
1116
United Bank (Georgia)
Georgia
$740K +$23.8K +322 +3%
IPW
1117
Invictus Private Wealth
Colorado
$738K
BWM
1118
BigSur Wealth Management
Florida
$737K
EL
1119
EMFO LLC
Florida
$737K
UM
1120
Ulysses Management
New York
$737K +$739K +10,000 New
UCB
1121
United Community Bank
South Carolina
$736K -$57.6K -780 -7%
SB
1122
Strategic Blueprint
Georgia
$735K -$128K -1,729 -15%
CGL
1123
Clarius Group LLC
Washington
$732K -$30.8K -417 -4%
A
1124
Allianz
Germany
$731K -$44.7K -605 -6%
AWM
1125
Avondale Wealth Management
Texas
$730K -$473K -6,400 -39%