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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AA
1351
Addison Advisors
Vermont
$403K -$3.69K -50 -0.9%
YC
1352
Yarbrough Capital
Tennessee
$402K – – –
AAS
1353
Ameritas Advisory Services
Nebraska
$400K -$23.6K -319 -6%
CFM
1354
Catalyst Funds Management
Australia
$398K +$399K +5,400 New
RZH
1355
Relyea Zuckerberg Hanson
Connecticut
$396K +$20.3K +275 +5%
FCP
1356
Fidelis Capital Partners
Florida
$395K -$40.4K -547 -8%
NEI
1357
Northwest & Ethical Investments
Ontario, Canada
$394K +$118K +1,600 +43%
GWM
1358
Gray Wealth Management
Maine
$393K +$35.1K +475 +10%
CB
1359
CNB Bank
Pennsylvania
$393K – – –
MHR
1360
Matthew Hamilton Rosenberg
$391K -$7.09K -96 -2%
TCM
1361
Twin Capital Management
Pennsylvania
$391K +$392K +5,301 New
BHBT
1362
Burke & Herbert Bank & Trust
Virginia
$391K – – –
PWPS
1363
Pinnacle Wealth Planning Services
Ohio
$391K +$23.4K +317 +6%
LA
1364
LM Advisors
California
$389K +$73.9K +1,000 +23%
SIMG
1365
Sonora Investment Management Group
Arizona
$389K – – –
HCP
1366
Hexagon Capital Partners
Arkansas
$389K +$1.03K +14 +0.3%
SM
1367
Sweeney & Michel
California
$388K +$37.5K +508 +11%
MAM
1368
Milestone Asset Management
Pennsylvania
$387K +$47.9K +649 +14%
PBK
1369
Peoples Bank (Kansas)
Kansas
$386K – – –
Jones Financial Companies
1370
Jones Financial Companies
Missouri
$384K +$324K +4,385 +528%
AWAP
1371
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$384K -$37.5K -507 -9%
TPA
1372
Trivium Point Advisory
Connecticut
$381K +$382K +5,175 New
CA
1373
Claro Advisors
Massachusetts
$381K -$12.7K -172 -3%
BFM
1374
Boothbay Fund Management
New York
$381K +$382K +5,170 New
EWM
1375
Evermay Wealth Management
Virginia
$380K – – –