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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
1376
Independent Financial Group
California
$770K +$94.6K +997 +15%
NP
1377
NorthRock Partners
Minnesota
$769K -$668K -7,039 -48%
NRS
1378
Neville Rodie & Shaw
New York
$760K +$31.3K +330 +5%
FFS
1379
Founders Financial Securities
Maryland
$758K -$62.7K -661 -8%
FWTB
1380
First Western Trust Bank
Colorado
$758K -$18.7K -197 -3%
SGI
1381
Summit Global Investments
Utah
$755K +$716K +7,552 New
OPA
1382
Old Port Advisors
Maine
$754K +$3.42K +36 +0.5%
TPI
1383
Trust Point Inc
Wisconsin
$752K +$11.8K +124 +2%
TCWA
1384
Turtle Creek Wealth Advisors
Texas
$752K -$26.3K -277 -4%
HBT
1385
Heartland Bank & Trust
Illinois
$751K +$154K +1,621 +28%
CNBTD
1386
Citizens National Bank Trust Department
Mississippi
$750K -$26.1K -275 -4%
T. Rowe Price Investment Management
1387
T. Rowe Price Investment Management
Maryland
$743K +$705K +7,427 New
TC
1388
TownSquare Capital
Utah
$734K -$66.8K -704 -9%
AWM
1389
Athena Wealth Management
Nevada
$734K +$697K +7,345 New
EL
1390
Essex LLC
Illinois
$731K +$319K +3,362 +85%
IC
1391
Inscription Capital
Texas
$730K +$14.6K +154 +2%
JTF
1392
J. Team Financial
Texas
$729K +$169K +1,784 +32%
LMFP
1393
Larry Mathis Financial Planning
Arizona
$728K +$691K +7,286 New
RCAG
1394
Rehmann Capital Advisory Group
Michigan
$728K +$15.5K +163 +2%
PWM
1395
Prosperity Wealth Management
California
$727K +$58.4K +616 +9%
BG
1396
Bahl & Gaynor
Ohio
$725K
EI
1397
Ellevest Inc
New York
$724K +$23.4K +247 +4%
IWM
1398
IHT Wealth Management
Illinois
$723K -$24.4K -257 -3%
MA
1399
MJP Associates
Connecticut
$722K +$31K +327 +5%
JCIA
1400
Jackson Creek Investment Advisors
Colorado
$720K -$12.1K -128 -2%