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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AC
1351
Annandale Capital
Texas
$205K
BA
1352
Bridgewater Advisors
New York
$205K +$214K +2,431 New
CCFM
1353
Clear Creek Financial Management
Washington
$205K +$214K +2,431 New
IWM
1354
IHT Wealth Management
Illinois
$204K -$11.6K -132 -5%
DIM
1355
Delta Investment Management
California
$203K -$58.6K -666 -22%
LC
1356
Lindbrook Capital
California
$203K -$616 -7 -0.3%
BO
1357
BRR OpCo
Ohio
$203K +$211K +2,402 New
BCM
1358
Brookstone Capital Management
Illinois
$202K -$433K -4,921 -67%
MWM
1359
Mission Wealth Management
California
$202K -$88 -1 -0%
MFA
1360
Morling Financial Advisors
California
$202K
KWM
1361
Kolinsky Wealth Management
New Jersey
$201K -$20.6K -234 -9%
PA
1362
Procyon Advisors
Connecticut
$201K +$209K +2,379 New
CNC
1363
Citizens & Northern Corp
Pennsylvania
$200K -$21.8K -248 -9%
PP
1364
Paloma Partners
Connecticut
$194K -$6.68M -75,900 -97%
BA
1365
Bellwether Advisors
Nebraska
$194K -$479K -5,451 -70%
Macquarie Group
1366
Macquarie Group
Australia
$192K +$69.2M +787,017 +53%
FMP
1367
Financial Management Professionals
Texas
$189K +$22.8K +259 +13%
GWS
1368
Glassman Wealth Services
Virginia
$187K +$24.5K +279 +14%
SLWA
1369
San Luis Wealth Advisors
California
$183K +$191K +2,177 New
TFP
1370
Tilia Fiduciary Partners
North Carolina
$182K -$88 -1 -0%
PB
1371
Pinnacle Bancorp
Nebraska
$180K -$42.4K -482 -18%
HIA
1372
Harbor Investment Advisory
Maryland
$176K
TF
1373
TimeScale Financial
Massachusetts
$172K +$440 +5 +0.2%
ZB
1374
Zions Bancorporation
Utah
$160K +$9.94K +113 +6%
CFGS
1375
Concourse Financial Group Securities
Alabama
$159K +$2.55K +29 +2%