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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1126
WNY Asset Management
New York
$710K -$17.4K -302 -3%
BAM
1127
Berkshire Asset Management
Pennsylvania
$710K -$1.85K -32 -0.3%
RI
1128
Ridgewood Investments
New Jersey
$709K +$98.6K +1,708 +20%
WP
1129
Westmount Partners
California
$708K -$24.3K -420 -4%
RA
1130
Royce & Associates
New York
$707K
LA
1131
LexAurum Advisors
Kansas
$706K -$7.57K -131 -1%
CYG
1132
Clean Yield Group
Vermont
$705K
FFS
1133
Founders Financial Securities
Maryland
$701K +$1.04K +18 +0.2%
SB
1134
Strategic Blueprint
Georgia
$700K +$43.3K +749 +8%
RPCONE
1135
Retirement Planning Company of New England
Rhode Island
$699K +$175K +3,034 +43%
P
1136
Pitcairn
Pennsylvania
$692K -$7.16K -124 -1%
OTL
1137
Oak Thistle LLC
New York
$692K +$336K +5,816 +137%
FA
1138
Faithward Advisors
Pennsylvania
$691K -$14.1K -244 -2%
RWA
1139
Redmont Wealth Advisors
Illinois
$691K -$98.2K -1,700 -14%
Verition Fund Management
1140
Verition Fund Management
Connecticut
$690K -$943K -16,332 -62%
IF
1141
Ironwood Financial
Arizona
$690K
IPW
1142
Invictus Private Wealth
Colorado
$689K
EL
1143
EMFO LLC
Florida
$688K -$289K -5,000 -33%
JWM
1144
Jupiter Wealth Management
Colorado
$688K
UWS
1145
Unique Wealth Strategies
Illinois
$686K +$576K +9,971 New
PWMAG
1146
Pinnacle Wealth Management Advisory Group
New Jersey
$684K -$156K -2,701 -21%
BA
1147
Bridge Advisory
California
$684K -$2.37K -41 -0.4%
CA
1148
Carson Advisory
Georgia
$676K
EBT
1149
Enterprise Bank & Trust
Massachusetts
$673K +$12K +207 +2%
WC
1150
Waterloo Capital
Texas
$672K +$564K +9,768 New