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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1226
Athena Investment Management
California
$568K – – –
LCWP
1227
Legacy Capital Wealth Partners
Arkansas
$568K +$569K +7,704 New
SSWM
1228
Sheets Smith Wealth Management
North Carolina
$566K -$306K -4,144 -35%
IFG
1229
Independent Financial Group
California
$564K +$29.6K +401 +6%
MFA
1230
Mayflower Financial Advisors
Massachusetts
$563K +$16.1K +218 +3%
IG
1231
ING Group
Netherlands
$562K -$13.3M -179,994 -96%
IGAM
1232
iA Global Asset Management
Quebec, Canada
$560K -$30.5K -413 -5%
HFM
1233
Harvest Fund Management
China
$558K +$492K +6,654 +726%
PCM
1234
Pointe Capital Management
Michigan
$555K -$70.9K -960 -11%
Federated Hermes
1235
Federated Hermes
Pennsylvania
$554K -$8.37M -113,286 -94%
CGA
1236
Crescent Grove Advisors
Illinois
$554K -$831K -11,254 -60%
BFS
1237
Bradley Foster & Sargent
Connecticut
$553K -$11.1K -150 -2%
OW
1238
Olistico Wealth
Oklahoma
$553K +$244K +3,301 +78%
IC
1239
Inscription Capital
Texas
$552K – – –
BIC
1240
Beach Investment Counsel
Pennsylvania
$551K – – –
RIM
1241
RW Investment Management
Idaho
$550K -$7.54K -102 -1%
OPA
1242
Old Port Advisors
Maine
$549K +$19.4K +262 +4%
AC
1243
Avestar Capital
New York
$549K +$73.4K +994 +15%
MSFS
1244
Main Street Financial Solutions
Pennsylvania
$548K +$5.54K +75 +1%
RWB
1245
RMR Wealth Builders
New Jersey
$548K +$6.28K +85 +1%
HR
1246
Howe & Rusling
New York
$546K -$1.41M -19,151 -72%
SBIA
1247
Sheaff Brock Investment Advisors
Indiana
$545K -$63.8K -863 -10%
HH
1248
Hilltop Holdings
Texas
$544K -$960 -13 -0.2%
GA
1249
Geller Advisors
New York
$542K +$42.1K +570 +8%
KFP
1250
KMG Fiduciary Partners
Ohio
$542K +$148 +2 +0%