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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1126
Principle Wealth Partners
Connecticut
$466K -$4.81K -62 -1%
CWM
1127
Centurion Wealth Management
Virginia
$463K +$431K +5,558 New
BFEC
1128
Benjamin F. Edwards & Company
Missouri
$462K +$90.5K +1,166 +27%
RCM
1129
RNC Capital Management
California
$459K -$4.5K -58 -1%
RWP
1130
Ridgecrest Wealth Partners
California
$459K
AA
1131
Addison Advisors
Vermont
$457K -$931 -12 -0.2%
MGIA
1132
Moneta Group Investment Advisors
Missouri
$457K +$1.16K +15 +0.3%
JIC
1133
Joel Isaacson & Co
New York
$457K +$2.33K +30 +0.6%
4WM
1134
44 Wealth Management
Oregon
$456K -$108K -1,392 -20%
BFO
1135
Biltmore Family Office
North Carolina
$455K +$424K +5,467 New
WF
1136
Welch & Forbes
Massachusetts
$455K
GFP
1137
Gryphon Financial Partners
Ohio
$454K -$5.04K -65 -1%
NB
1138
Nicolet Bankshares
Wisconsin
$454K -$776 -10 -0.2%
TSWM
1139
Triangle Securities Wealth Management
North Carolina
$453K +$6.6K +85 +2%
FWCM
1140
Ferguson Wellman Capital Management
Oregon
$453K +$15.5K +200 +4%
AWM
1141
Aberdeen Wealth Management
Illinois
$450K +$78 +1 +0%
DAS
1142
Dynamic Advisor Solutions
Arizona
$450K +$29.3K +377 +7%
TCM
1143
Traynor Capital Management
Pennsylvania
$449K -$24.1K -311 -5%
M
1144
Mirova
France
$449K -$3.65K -47 -0.9%
CDH
1145
Charles D. Hyman
$448K
Fayez Sarofim & Co
1146
Fayez Sarofim & Co
Texas
$447K
CL
1147
Choreo LLC
Illinois
$446K +$416K +5,359 New
NHT
1148
New Hampshire Trust
New Hampshire
$444K +$414K +5,334 New
GKWIM
1149
Gerber Kawasaki Wealth & Investment Management
California
$444K -$103K -1,326 -20%
AMM
1150
American Money Management
California
$444K