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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1276
Stockman Wealth Management
Montana
$229K -$9.86K -142 -4%
CT
1277
Cambridge Trust
Massachusetts
$227K +$1.53K +22 +0.7%
NCM
1278
Noesis Capital Mangement
Florida
$227K +$219K +3,153 New
SF
1279
Summit Financial
New Jersey
$225K +$217K +3,131 New
ACM
1280
AlphaCrest Capital Management
New York
$224K -$843K -12,147 -80%
TTWM
1281
TCV Trust & Wealth Management
Virginia
$224K -$317K -4,563 -59%
Pacer Advisors
1282
Pacer Advisors
Pennsylvania
$224K +$49.6K +714 +30%
CWP
1283
Curated Wealth Partners
California
$223K +$216K +3,115 New
CWC
1284
Carolinas Wealth Consulting
North Carolina
$222K -$2.36K -34 -1%
WA
1285
Waverly Advisors
Alabama
$222K +$214K +3,080 New
EFM
1286
E Fund Management
China
$222K +$215K +3,092 New
PTC
1287
Private Trust Company
Ohio
$220K -$10.6K -153 -5%
WWM
1288
Wolff Wiese Magana
California
$220K +$194K +2,790 +1,065%
BI
1289
Berkeley Inc
Idaho
$219K -$14.9K -214 -7%
LFA
1290
Legacy Financial Advisors
Kentucky
$219K +$212K +3,050 New
CCIA
1291
Cherry Creek Investment Advisors
Colorado
$218K +$210K +3,032 New
CIP
1292
Convergence Investment Partners
Florida
$218K +$210K +3,032 New
PP
1293
Paloma Partners
Connecticut
$217K -$512K -7,370 -71%
BFA
1294
Buttonwood Financial Advisors
Maryland
$217K +$203K +2,929 New
JSW
1295
Journey Strategic Wealth
New Jersey
$217K +$209K +3,013 New
IWA
1296
IBEX Wealth Advisors
New Jersey
$217K +$210K +3,024 New
SAM
1297
Silvercrest Asset Management
New York
$217K +$210K +3,024 New
CA
1298
CGN Advisors
Kansas
$216K +$208K +3,000 New
RBC
1299
Romano Brothers & Co
Illinois
$216K +$209K +3,012 New
AAM
1300
Autus Asset Management
Arizona
$215K +$208K +2,996 New