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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AA
1326
Addison Advisors
Vermont
$299K
LRIA
1327
Leonard Rickey Investment Advisors
Washington
$299K +$42.8K +708 +15%
KWA
1328
Kingswood Wealth Advisors
California
$299K -$126K -2,091 -28%
EW
1329
Evoke Wealth
California
$299K +$15K +249 +5%
HCP
1330
Hexagon Capital Partners
Arkansas
$296K +$2.96K +49 +0.9%
SIM
1331
Seaview Investment Managers
Florida
$295K -$5.75M -95,123 -95%
SIMG
1332
Sonora Investment Management Group
Arizona
$295K -$9.43K -156 -3%
Edgewood Management
1333
Edgewood Management
Connecticut
$294K
CFGS
1334
Concourse Financial Group Securities
Alabama
$294K +$37.1K +614 +13%
OPWM
1335
Oxinas Partners Wealth Management
Indiana
$292K -$150K -2,482 -32%
CCG
1336
Coastwise Capital Group
California
$292K -$17.6K -291 -5%
GA
1337
Geller Advisors
New York
$291K +$320K +5,302 New
BHBT
1338
Burke & Herbert Bank & Trust
Virginia
$291K
ST
1339
Smithfield Trust
Pennsylvania
$290K
LPAM
1340
Lodestar Private Asset Management
California
$290K +$70.5K +1,167 +28%
NP
1341
NorthRock Partners
Minnesota
$289K +$318K +5,265 New
MGWM
1342
Marks Group Wealth Management
Minnesota
$289K -$48.8K -807 -13%
LA
1343
Legacy Advisors
Pennsylvania
$289K +$25.4K +421 +9%
CIA
1344
Capital Investment Advisors
Georgia
$288K +$15.5K +256 +5%
EWM
1345
Evermay Wealth Management
Virginia
$286K -$8.1K -134 -3%
BMC
1346
Benin Management Corp
Connecticut
$285K -$6.04K -100 -2%
HCPC
1347
Hamilton Capital Partners (Canada)
$285K
AFP
1348
Ausdal Financial Partners
Iowa
$284K -$49.1K -813 -14%
RC
1349
Rovin Capital
Arizona
$284K +$312K +5,165 New
MAG
1350
MRA Advisory Group
New Jersey
$283K -$13.9K -230 -4%