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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MW
1126
Marcum Wealth
Ohio
$629K +$7.49K +114 +1%
FCA
1127
FinTrust Capital Advisors
South Carolina
$627K -$47.8K -728 -7%
BWM
1128
Brophy Wealth Management
New Hampshire
$626K +$634K +9,655 New
HC
1129
Hara Capital
Washington
$623K +$163K +2,480 +35%
NB
1130
NBT Bank
New York
$623K +$42.8K +651 +7%
CP
1131
Canopy Partners
Ohio
$622K -$5.78K -88 -0.9%
RCG
1132
Regatta Capital Group
California
$622K +$3.61K +55 +0.6%
MF
1133
Manchester Financial
California
$621K +$66 +1 +0%
WWM
1134
Western Wealth Management
Colorado
$620K -$70.5K -1,073 -10%
DFG
1135
Demars Financial Group
Washington
$616K +$3.28K +50 +0.5%
CNBTD
1136
Citizens National Bank Trust Department
Mississippi
$613K -$171K -2,610 -22%
Vanguard Capital Wealth Advisors
1137
Vanguard Capital Wealth Advisors
Colorado
$612K +$98.5K +1,500 +19%
CA
1138
Crumly & Associates
Illinois
$611K +$15.1K +230 +3%
RSVP
1139
Ramsay Stattman Vela & Price
Colorado
$608K +$41.7K +635 +7%
CM
1140
Castleark Management
Illinois
$607K
KA
1141
Keene & Associates
Texas
$604K +$40.1K +610 +7%
RPGK
1142
Retirement Planning Group (Kansas)
Kansas
$603K -$7.36K -112 -1%
SB
1143
Strategic Blueprint
Georgia
$601K -$46.4K -706 -7%
LAM
1144
Lountzis Asset Management
Pennsylvania
$599K +$80.8K +1,230 +15%
OCM
1145
One Capital Management
California
$599K +$12.8K +195 +2%
TCM
1146
Telos Capital Management
California
$597K -$534K -8,126 -47%
LWAM
1147
Legacy Wealth Asset Management
Minnesota
$596K +$11.4K +174 +2%
DJSG
1148
D.J. St. Germain
Massachusetts
$595K -$433K -6,590 -42%
CI
1149
CX Institutional
Indiana
$590K -$4.73K -72 -0.8%
HTC
1150
Haverford Trust Company
Pennsylvania
$589K -$46.9K -714 -7%