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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
DFG
1201
Demars Financial Group
Washington
$444K +$489K +8,096 New
JHCP
1202
Jackson Hole Capital Partners
Oklahoma
$442K
IWM
1203
IHT Wealth Management
Illinois
$442K -$287K -4,742 -37%
OCBCO
1204
Oversea-Chinese Banking Corp (OCBC)
Singapore
$441K +$30.2K +500 +7%
LAM
1205
Lountzis Asset Management
Pennsylvania
$440K
RA
1206
RFG Advisory
Alabama
$440K -$1.03K -17 -0.2%
CAG
1207
Compass Advisory Group
New York
$439K -$6.17K -102 -1%
TCM
1208
Twin Capital Management
Pennsylvania
$439K -$39.4K -652 -8%
BCM
1209
Boltwood Capital Management
California
$437K -$21.8K -360 -4%
VCM
1210
Virtue Capital Management
Tennessee
$436K
AFG
1211
Albion Financial Group
Utah
$434K +$6.04K +100 +1%
DGAM
1212
Desjardins Global Asset Management
Quebec, Canada
$434K -$39.8K -659 -8%
AA
1213
Apriem Advisors
California
$433K -$26.6K -440 -5%
HI
1214
Harbour Investments
Wisconsin
$430K -$59.6K -986 -11%
MWA
1215
Monograph Wealth Advisors
California
$429K
CGH
1216
CMG Global Holdings
Texas
$429K -$159K -2,625 -25%
LCWP
1217
Legacy Capital Wealth Partners
Arkansas
$428K +$471K +7,795 New
QP
1218
Quilter Plc
United Kingdom
$427K
AIM
1219
Athena Investment Management
California
$423K
NB
1220
NBT Bank
New York
$423K +$1.15K +19 +0.2%
JF
1221
Jump Financial
Illinois
$421K +$464K +7,677 New
PCM
1222
Pointe Capital Management
Michigan
$420K +$1.99K +33 +0.4%
Two Sigma Investments
1223
Two Sigma Investments
New York
$417K -$91.2M -1,509,054 -99%
SSWM
1224
Sheets Smith Wealth Management
North Carolina
$416K +$1.03K +17 +0.2%
WI
1225
Wintrust Investments
Illinois
$416K +$88.4K +1,463 +24%