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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1126
PVG Asset Management
Colorado
$1.24M – – –
CFP
1127
Catalyst Financial Partners
Massachusetts
$1.24M -$7.3K -80 -0.6%
BW
1128
BIP Wealth
Georgia
$1.23M +$6.75K +74 +0.6%
LCM
1129
Leisure Capital Management
California
$1.23M -$2.01K -22 -0.2%
SRS
1130
Strong Retirement Solutions
Washington
$1.23M +$134K +1,464 +12%
HR
1131
Hardy Reed
Mississippi
$1.23M -$7.93K -87 -0.6%
HCMT
1132
Highland Capital Management (Tennessee)
Tennessee
$1.22M -$103K -1,134 -8%
AWM
1133
Angeles Wealth Management
California
$1.22M +$144K +1,582 +14%
DAM
1134
Directional Asset Management
Illinois
$1.22M -$29.9K -328 -2%
NAAA
1135
New Age Alpha Advisors
New York
$1.22M +$1.2M +13,200 New
FIA
1136
Foundations Investment Advisors
Arizona
$1.21M -$141K -1,541 -10%
PIA
1137
Panoramic Investment Advisors
Colorado
$1.21M -$13.7K -150 -1%
T. Rowe Price Investment Management
1138
T. Rowe Price Investment Management
Maryland
$1.21M – – –
CT
1139
Clearstead Trust
Maine
$1.21M -$78.9K -865 -6%
HIM
1140
Hillsdale Investment Management
Ontario, Canada
$1.2M +$143K +1,570 +14%
CW
1141
CreativeOne Wealth
Kansas
$1.2M -$519K -5,687 -30%
Koshinski Asset Management
1142
Koshinski Asset Management
Illinois
$1.2M -$294K -3,224 -20%
FSA
1143
Franklin Street Advisors
North Carolina
$1.2M – – –
RMDI
1144
R.M. Davis Inc
Maine
$1.19M +$9.3K +102 +0.8%
AMM
1145
American Money Management
California
$1.19M -$91 -1 -0%
CGFA
1146
Colton Groome Financial Advisors
North Carolina
$1.19M +$140K +1,535 +14%
GIP
1147
Granite Investment Partners
California
$1.18M – – –
BOS
1148
Bank of Stockton
California
$1.18M +$8.03K +88 +0.7%
CAM
1149
Costello Asset Management
Pennsylvania
$1.18M +$274 +3 +0%
AC
1150
Avestar Capital
New York
$1.18M -$82.5K -905 -7%