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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
HI
1226
Harbour Investments
Wisconsin
$579K +$15.4K +206 +3%
BCM
1227
Boltwood Capital Management
California
$578K -$3.74K -50 -0.6%
Vanguard Capital Wealth Advisors
1228
Vanguard Capital Wealth Advisors
Colorado
$577K -$123K -1,650 -17%
VVP
1229
Venture Visionary Partners
Ohio
$577K -$854K -11,416 -59%
IFG
1230
Independent Financial Group
California
$576K -$58.1K -777 -9%
SFO
1231
Stokes Family Office
Louisiana
$576K -$21.6K -289 -4%
TCM
1232
Telos Capital Management
California
$575K -$109K -1,454 -16%
LFG
1233
Larson Financial Group
Missouri
$575K -$74.6K -997 -11%
SAM
1234
Sompo Asset Management
Japan
$571K -$92K -1,230 -14%
LWM
1235
Lyell Wealth Management
California
$571K
SPA
1236
Sherbrooke Park Advisers
New York
$571K +$577K +7,711 New
AIM
1237
Athena Investment Management
California
$570K
TDB
1238
Thompson David Blair
$570K +$576K +7,702 New
Federated Hermes
1239
Federated Hermes
Pennsylvania
$570K -$13.3K -178 -2%
SSWM
1240
Sheets Smith Wealth Management
North Carolina
$569K
PPWP
1241
Premier Path Wealth Partners
New Jersey
$568K -$72.1K -964 -11%
A
1242
AlphaQuest
New York
$557K +$252K +3,370 +81%
NEWAS
1243
N.E.W. Advisory Services
Wisconsin
$557K +$9.35K +125 +2%
TPI
1244
Trust Point Inc
Wisconsin
$557K +$86.2K +1,152 +18%
IWM
1245
IHT Wealth Management
Illinois
$556K +$973 +13 +0.2%
KHCM
1246
Kirtland Hills Capital Management
Ohio
$555K -$26.1K -349 -4%
BPC
1247
Bryce Point Capital
New York
$554K +$560K +7,489 New
SMA
1248
Sage Mountain Advisors
Georgia
$552K +$23.3K +311 +4%
IB
1249
Intrust Bank
Kansas
$550K -$22.4K -300 -4%
OPA
1250
Old Port Advisors
Maine
$549K +$8.16K +109 +1%