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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
1276
Kaizen Financial Strategies
California
$393K +$76.1K +1,453 +28%
AC
1277
Abbrea Capital
California
$392K -$60K -1,145 -14%
PO
1278
Private Ocean
California
$392K -$127K -2,417 -26%
OIM
1279
Orca Investment Management
Oregon
$391K
AGC
1280
Aspen Grove Capital
Colorado
$389K +$359K +6,863 New
ACM
1281
Arcataur Capital Management
Wisconsin
$389K +$359K +6,858 New
KA
1282
Keene & Associates
Texas
$387K +$117K +2,225 +48%
GBT
1283
Grove Bank & Trust
Florida
$383K -$3.46K -66 -1%
RI
1284
Ridgewood Investments
New Jersey
$383K +$177K +3,387 +101%
PFBT
1285
Parkside Financial Bank & Trust
Missouri
$382K +$136K +2,597 +63%
WAM
1286
Wolverine Asset Management
Illinois
$382K -$2.48M -47,384 -88%
FT
1287
Fiduciary Trust
Massachusetts
$379K -$32.4K -618 -8%
BTW
1288
Boston Trust Walden
Massachusetts
$373K -$69.7K -1,330 -17%
DWM
1289
Defined Wealth Management
Oregon
$369K +$341K +6,503 New
Fiera Capital (Canada)
1290
Fiera Capital (Canada)
Quebec, Canada
$368K
MSFS
1291
Main Street Financial Solutions
Pennsylvania
$367K +$8.48K +162 +3%
AAIS
1292
ABN AMRO Investment Solutions
$367K -$31.7M -604,957 -99%
SF
1293
Summit Financial
New Jersey
$365K +$96.5K +1,843 +40%
MWM
1294
Meridian Wealth Management
Kentucky
$365K +$337K +6,436 New
AFC
1295
AFT Forsyth & Company
Florida
$362K +$335K +6,390 New
VAG
1296
VisionPoint Advisory Group
Texas
$362K +$334K +6,383 New
QPWM
1297
Quadrant Private Wealth Management
Pennsylvania
$362K +$3.98K +76 +1%
TC
1298
TAGStone Capital
North Carolina
$361K +$1.52K +29 +0.5%
ACP
1299
Aveo Capital Partners
Colorado
$355K +$328K +6,257 New
IWP
1300
Icon Wealth Partners
Texas
$353K -$20K -382 -6%