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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
GPA
1226
Garrison Point Advisors
California
$376K
EFS
1227
Essex Financial Services
Connecticut
$376K +$300K +4,098 +133%
GCM
1228
Graham Capital Management
Connecticut
$373K +$141K +1,929 +37%
SM
1229
Sweeney & Michel
California
$373K +$501K +6,835 New
SIA
1230
Schechter Investment Advisors
Michigan
$369K -$1.04M -14,256 -67%
IAIM
1231
International Assets Investment Management
Florida
$363K +$298K +4,068 +142%
BFO
1232
Biltmore Family Office
North Carolina
$363K +$107K +1,459 +27%
OIM
1233
Orca Investment Management
Oregon
$361K
GBT
1234
Grove Bank & Trust
Florida
$357K -$129K -1,765 -21%
SHGA
1235
Sand Hill Global Advisors
California
$357K +$73.2K +1,000 +17%
AMBIA
1236
Allen Mooney & Barnes Investment Advisors
Georgia
$354K -$58.5K -799 -11%
FB
1237
Fulton Bank
Pennsylvania
$354K -$574K -7,832 -54%
PPG
1238
Peak Planning Group
Colorado
$354K +$54.9K +750 +12%
SAF
1239
Smith Anglin Financial
Texas
$354K +$494K +6,751 New
IWP
1240
Icon Wealth Partners
Texas
$346K +$484K +6,606 New
ST
1241
Smithfield Trust
Pennsylvania
$345K +$94.4K +1,289 +25%
TSWM
1242
Triangle Securities Wealth Management
North Carolina
$342K +$79.5K +1,085 +20%
Fiera Capital (Canada)
1243
Fiera Capital (Canada)
Quebec, Canada
$340K -$23K -314 -5%
KTA
1244
Keeley-Teton Advisors
Illinois
$340K +$475K +6,488 New
TFA
1245
Trinity Financial Advisors
Ohio
$339K +$475K +6,481 New
RWB
1246
RMR Wealth Builders
New Jersey
$339K -$5.27K -72 -1%
AWA
1247
Alta Wealth Advisors
Massachusetts
$337K +$472K +6,442 New
EL
1248
Essex LLC
Illinois
$337K
VCP
1249
Verus Capital Partners
Arizona
$334K +$467K +6,379 New
WI
1250
Wintrust Investments
Illinois
$333K +$6.59K +90 +1%