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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AA
1351
Addison Advisors
Vermont
$309K
ESCM
1352
Echo Street Capital Management
New York
$308K -$931K -17,772 -77%
CG
1353
Cutler Group
California
$307K -$2.05M -39,066 -88%
AA
1354
ALPS Advisors
Colorado
$307K +$1.83K +35 +0.7%
MAG
1355
MRA Advisory Group
New Jersey
$305K +$282K +5,388 New
SG
1356
StoneX Group
New York
$304K +$27.4K +524 +11%
Edgewood Management
1357
Edgewood Management
Connecticut
$304K
APWM
1358
Atlas Private Wealth Management
New York
$304K +$12K +230 +4%
SIA
1359
Soltis Investment Advisors
Utah
$303K +$786 +15 +0.3%
HCP
1360
Hexagon Capital Partners
Arkansas
$303K +$943 +18 +0.3%
EWM
1361
Evermay Wealth Management
Virginia
$303K
BMC
1362
Benin Management Corp
Connecticut
$300K
BHBT
1363
Burke & Herbert Bank & Trust
Virginia
$300K
AGA
1364
Accuvest Global Advisors
Utah
$299K +$277K +5,282 New
NHT
1365
New Hampshire Trust
New Hampshire
$299K +$4.92K +94 +2%
ST
1366
Smithfield Trust
Pennsylvania
$298K -$67.5K -1,289 -20%
APA
1367
Astoria Portfolio Advisors
New York
$298K +$10.6K +202 +4%
WAS
1368
WESPAC Advisors SoCal
California
$295K
BAM
1369
Brave Asset Management
New Jersey
$295K +$272K +5,200 New
HCPC
1370
Hamilton Capital Partners (Canada)
$295K +$272K +5,200 New
EW
1371
Evoke Wealth
California
$295K +$5.45K +104 +2%
FB
1372
Fulton Bank
Pennsylvania
$294K -$82.8K -1,581 -23%
RWA
1373
River Wealth Advisors
Pennsylvania
$292K +$10.6K +202 +4%
CDH
1374
Charles D. Hyman
$292K -$11.7K -223 -4%
NFP
1375
Narus Financial Partners
Utah
$291K +$13.9K +265 +5%