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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
1376
EARNEST Partners
Georgia
$57K – – –
AF
1377
Arrow Financial
New York
$53K – – –
PCM
1378
Penserra Capital Management
California
$52K -$10.2K -126 -17%
AF
1379
Advisornet Financial
Minnesota
$51K – – –
BFC
1380
Bedel Financial Consulting
Indiana
$51K – – –
M1FG
1381
Mach-1 Financial Group
Arkansas
$51K +$49.3K +609 New
BWL
1382
Bogart Wealth LLC
Virginia
$50K -$2.27K -28 -5%
GC
1383
Gould Capital
Washington
$50K +$48.5K +600 New
SQA
1384
Simon Quick Advisors
New Jersey
$48K -$156K -1,925 -77%
SC
1385
SouthState Corp
Florida
$46K +$2.43K +30 +6%
BAM
1386
Bellevue Asset Management
Washington
$45K – – –
BWA
1387
BDO Wealth Advisors
Florida
$43K – – –
IPW
1388
IronBridge Private Wealth
Texas
$43K +$81 +1 +0.2%
WTA
1389
Washington Trust Advisors
Massachusetts
$43K +$40.9K +505 New
CCA
1390
Column Capital Advisors
Indiana
$42K -$2.43K -30 -6%
KPCM
1391
Kings Point Capital Management
New York
$42K – – –
CFO
1392
CVA Family Office
Colorado
$42K +$3.07K +38 +8%
MCM
1393
MV Capital Management
Maryland
$40K +$404 +5 +1%
DWP
1394
Destiny Wealth Partners
Florida
$39K – – –
HFA
1395
HC Financial Advisors
California
$38K – – –
FF
1396
FourThought Financial
Florida
$37K -$51.1K -632 -59%
FCG
1397
Financial Connections Group
California
$37K +$36.2K +447 New
BFG
1398
Baron Financial Group
New Jersey
$36.6K – – –
CWA
1399
Carolina Wealth Advisors
South Carolina
$35K – – –
KC
1400
Knuff & Co
California
$34K – – –