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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FFS
1176
Founders Financial Securities
Maryland
$548K +$17.5K +266 +3%
HBT
1177
Heartland Bank & Trust
Illinois
$546K -$40.3K -614 -7%
CAG
1178
Compass Advisory Group
New York
$543K – – –
MSS
1179
Mitchell Sinkler & Starr
Pennsylvania
$541K +$17.1K +260 +3%
LCWP
1180
Legacy Capital Wealth Partners
Arkansas
$537K +$38.5K +586 +8%
LRIA
1181
Leonard Rickey Investment Advisors
Washington
$537K -$6.77K -103 -1%
PCMN
1182
Paradigm Capital Management (Nevada)
Nevada
$536K +$544K +8,275 New
SPI
1183
Sutton Place Investors
New York
$536K +$12K +182 +2%
BWM
1184
Bullock Wealth Management
Indiana
$536K +$4.79K +73 +0.9%
PFBT
1185
Parkside Financial Bank & Trust
Missouri
$529K -$20.6K -314 -4%
Bradley Foster & Sargent
1186
Bradley Foster & Sargent
Connecticut
$528K +$41.6K +633 +8%
NA
1187
Navellier & Associates
Nevada
$525K -$214K -3,255 -29%
SFO
1188
Stokes Family Office
Louisiana
$523K -$24.6K -375 -4%
AAM
1189
Auxier Asset Management
Oregon
$522K +$529K +8,050 New
CWS
1190
Cypress Wealth Services
California
$520K -$5.58K -85 -1%
NG
1191
Norden Group
Utah
$517K +$524K +7,970 New
Brown Brothers Harriman & Co
1192
Brown Brothers Harriman & Co
New York
$516K -$627K -9,550 -55%
CoreCap Advisors
1193
CoreCap Advisors
Michigan
$516K +$523K +7,957 New
AFG
1194
Albion Financial Group
Utah
$515K – – –
BWA
1195
Bordeaux Wealth Advisors
California
$513K -$788 -12 -0.2%
VC
1196
Veracity Capital
Georgia
$513K -$54K -822 -9%
Americana Partners
1197
Americana Partners
Texas
$513K -$5.39M -82,126 -91%
CWM
1198
Concentric Wealth Management
California
$512K +$197 +3 +0%
Federated Hermes
1199
Federated Hermes
Pennsylvania
$510K +$23.3K +354 +5%
BCM
1200
Boltwood Capital Management
California
$510K -$15.4K -235 -3%