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SCHW

Charles Schwab

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