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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1251
Bellevue Asset Management
Washington
$39K
LWP
1252
Lumature Wealth Partners
Georgia
$38K -$14.4K -201 -28%
JPLA
1253
Joseph P. Lucia & Associates
New York
$38K
BWA
1254
BDO Wealth Advisors
Florida
$38K +$14.3K +200 +63%
SC
1255
SouthState Corp
Florida
$38K +$37K +518 New
Nisa Investment Advisors
1256
Nisa Investment Advisors
Missouri
$37.1K
IPW
1257
IronBridge Private Wealth
Texas
$37K +$71 +1 +0.2%
KPCM
1258
Kings Point Capital Management
New York
$36K
LFG
1259
Larson Financial Group
Missouri
$36K +$35.7K +500 New
HCP
1260
Hexagon Capital Partners
Arkansas
$35K +$71 +1 +0.2%
MCM
1261
MV Capital Management
Maryland
$35K +$18.6K +260 +120%
DWP
1262
Destiny Wealth Partners
Florida
$34K +$33.2K +465 New
HFA
1263
HC Financial Advisors
California
$33K +$71 +1 +0.2%
TCM
1264
Tradewinds Capital Management
Washington
$32K +$3.64K +51 +13%
BFG
1265
Baron Financial Group
New Jersey
$31.7K
CWA
1266
Carolina Wealth Advisors
South Carolina
$30K
KC
1267
Knuff & Co
California
$29K
CPC
1268
Consolidated Planning Corp
Georgia
$29K +$28.4K +397 New
TCWM
1269
Total Clarity Wealth Management
Illinois
$29K +$28.6K +400 New
ETC
1270
Exchange Traded Concepts
Oklahoma
$28K -$2.29K -32 -8%
ANBT
1271
American National Bank & Trust
Texas
$28K +$27.1K +380 New
RA
1272
Resolute Advisors
California
$27K
AFS
1273
Annapolis Financial Services
Maryland
$27K +$15K +210 +135%
UOTTAIMCU
1274
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$26K +$25.4K +355 New
AWM
1275
AllSquare Wealth Management
New York
$25K