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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CIP
1351
Convergence Investment Partners
Florida
$242K -$9.7K -125 -4%
WWM
1352
Wolff Wiese Magana
California
$240K -$12.7K -164 -5%
CAM
1353
Crestone Asset Management
Colorado
$239K
FANJ
1354
Financial Architects (New Jersey)
New Jersey
$239K
IAIM
1355
International Assets Investment Management
Florida
$239K +$222K +2,866 New
AWAP
1356
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$238K -$543 -7 -0.2%
DLA
1357
Douglas Lane & Associates
New York
$237K +$221K +2,847 New
CWM
1358
C2C Wealth Management
Arizona
$237K
NPP
1359
New Potomac Partners
Maryland
$237K +$221K +2,844 New
EFSCE
1360
Enterprise Financial Services Corp (EFSC)
Missouri
$236K +$220K +2,839 New
SG
1361
StoneX Group
New York
$235K +$310 +4 +0.1%
MSS
1362
Mitchell Sinkler & Starr
Pennsylvania
$234K +$218K +2,814 New
FA
1363
Fagan Associates
New York
$234K
BWM
1364
BNC Wealth Management
Oregon
$234K -$42.9K -553 -16%
Wolverine Trading
1365
Wolverine Trading
Illinois
$234K -$2.15M -27,671 -91%
KCM
1366
KRS Capital Management
Michigan
$233K +$217K +2,800 New
GIA
1367
Guyasuta Investment Advisors
Pennsylvania
$231K +$216K +2,780 New
EW
1368
Evoke Wealth
California
$230K +$6.36K +82 +3%
FTC
1369
Farmers Trust Company
Ohio
$230K +$214K +2,760 New
FCH
1370
Freestone Capital Holdings
Washington
$230K -$253K -3,262 -54%
PWM
1371
Prosperity Wealth Management
California
$228K +$212K +2,736 New
CWM
1372
Centric Wealth Management
Illinois
$227K +$211K +2,723 New
KWM
1373
Kolinsky Wealth Management
New Jersey
$226K +$211K +2,718 New
FOA
1374
Five Oceans Advisors
California
$225K -$8.77K -113 -4%
WWP
1375
Waypoint Wealth Partners
California
$225K +$210K +2,705 New