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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1276
Waddell & Associates
Tennessee
$235K -$6.18K -89 -3%
AFP
1277
Ausdal Financial Partners
Iowa
$234K – – –
WA1
1278
Wimmer Associates 1
California
$233K +$203K +2,925 New
PCIA
1279
Prime Capital Investment Advisors
Kansas
$233K +$225K +3,239 New
VV
1280
Verity & Verity
South Carolina
$232K – – –
FPWM
1281
FSB Premier Wealth Management
Iowa
$232K +$225K +3,235 New
EFS
1282
Essex Financial Services
Connecticut
$231K -$16.8K -242 -7%
BAM
1283
Brave Asset Management
New Jersey
$230K – – –
PAI
1284
Pittenger & Anderson Inc
Nebraska
$229K -$215K -3,100 -49%
SWM
1285
Stockman Wealth Management
Montana
$229K -$9.86K -142 -4%
CT
1286
Cambridge Trust
Massachusetts
$227K +$1.53K +22 +0.7%
NCM
1287
Noesis Capital Mangement
Florida
$227K +$219K +3,153 New
SF
1288
Summit Financial
New Jersey
$225K +$217K +3,131 New
ACM
1289
AlphaCrest Capital Management
New York
$224K -$843K -12,147 -80%
TTWM
1290
TCV Trust & Wealth Management
Virginia
$224K -$317K -4,563 -59%
Pacer Advisors
1291
Pacer Advisors
Pennsylvania
$224K +$49.6K +714 +30%
CWP
1292
Curated Wealth Partners
California
$223K +$216K +3,115 New
CWC
1293
Carolinas Wealth Consulting
North Carolina
$222K -$2.36K -34 -1%
WA
1294
Waverly Advisors
Alabama
$222K +$214K +3,080 New
EFM
1295
E Fund Management
China
$222K +$215K +3,092 New
PTC
1296
Private Trust Company
Ohio
$220K -$10.6K -153 -5%
WWM
1297
Wolff Wiese Magana
California
$220K +$194K +2,790 +1,065%
BI
1298
Berkeley Inc
Idaho
$219K -$14.9K -214 -7%
LFA
1299
Legacy Financial Advisors
Kentucky
$219K +$212K +3,050 New
CCIA
1300
Cherry Creek Investment Advisors
Colorado
$218K +$210K +3,032 New