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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
1176
Index Fund Advisors
California
$641K – – –
FC
1177
Fusion Capital
South Carolina
$641K -$26.7K -361 -4%
RWA
1178
Redmont Wealth Advisors
Illinois
$641K -$140K -1,901 -18%
IFWM
1179
Institute for Wealth Management
Colorado
$638K +$8.94K +121 +1%
PIA
1180
Powell Investment Advisors
Florida
$637K -$185K -2,504 -22%
WQ
1181
Wealth Quarterback
New Jersey
$637K +$11.4K +154 +2%
DCM
1182
Driehaus Capital Management
Illinois
$637K +$128K +1,737 +25%
WCM
1183
Whitener Capital Management
North Carolina
$636K -$4.8K -65 -0.7%
GLA
1184
Good Life Advisors
Pennsylvania
$634K -$14.3K -193 -2%
GFG
1185
Greystone Financial Group
Michigan
$632K +$125K +1,698 +25%
NBT
1186
Northwest Bank & Trust
Iowa
$627K +$1.26K +17 +0.2%
PFBT
1187
Parkside Financial Bank & Trust
Missouri
$625K -$24.7K -334 -4%
CWM
1188
Circle Wealth Management
New Jersey
$625K -$62.1K -840 -9%
QWM
1189
Quadcap Wealth Management
Texas
$625K -$7.31K -99 -1%
FB
1190
Fulton Bank
Pennsylvania
$624K -$34.6K -468 -5%
RSWM
1191
Robertson Stephens Wealth Management
California
$623K +$7.98K +108 +1%
SFO
1192
Stokes Family Office
Louisiana
$622K +$6.87K +93 +1%
LAM
1193
LECAP Asset Management
United Kingdom
$622K -$2.84M -38,401 -82%
WP
1194
WealthPLAN Partners
Nebraska
$619K +$70.4K +953 +13%
LRIA
1195
Leonard Rickey Investment Advisors
Washington
$618K +$126K +1,701 +25%
CAG
1196
Compass Advisory Group
New York
$617K – – –
EI
1197
Ellevest Inc
New York
$613K +$11.4K +155 +2%
CA
1198
Continuum Advisory
Idaho
$607K +$26K +352 +4%
FFS
1199
Founders Financial Securities
Maryland
$603K -$150K -2,029 -20%
GL
1200
Graypoint LLC
New York
$601K -$2.73K -37 -0.5%
46 47
48
49 50