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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
1401
Root Financial Partners
California
$428K -$854K -10,883 -67%
YC
1402
Yarbrough Capital
Tennessee
$427K – – –
Avidian Wealth Enterprises
1403
Avidian Wealth Enterprises
Texas
$426K +$12.1K +154 +3%
JIR
1404
James Investment Research
Ohio
$425K +$21.9K +279 +5%
WPWM
1405
Western Pacific Wealth Management
Illinois
$424K – – –
WI
1406
WBI Investments
New Jersey
$424K +$68.1K +868 +19%
WC
1407
Waterloo Capital
Texas
$423K +$200K +2,550 +89%
MHR
1408
Matthew Hamilton Rosenberg
$423K – – –
AF
1409
Apexium Financial
Texas
$423K +$88.1K +1,123 +26%
PI
1410
PFG Investments
New York
$423K -$1.73K -22 -0.4%
Kingswood Wealth Advisors
1411
Kingswood Wealth Advisors
California
$422K -$14.4K -183 -3%
BMCM
1412
Bryn Mawr Capital Management
Pennsylvania
$421K +$45.2K +576 +12%
OW
1413
Olistico Wealth
Oklahoma
$421K +$78 +1 +0%
DI
1414
DAGCO Inc
Ohio
$421K – – –
RC
1415
Rovin Capital
Arizona
$419K +$5.34K +68 +1%
OA
1416
Operose Advisors
Wisconsin
$418K +$33.9K +432 +9%
TNBTD
1417
Trustmark National Bank Trust Department
Mississippi
$418K -$9.73K -124 -2%
OL
1418
Optas LLC
Texas
$418K +$49.4K +630 +13%
AWAU
1419
Alliance Wealth Advisors (Utah)
Utah
$416K +$417K +5,311 New
BHBT
1420
Burke & Herbert Bank & Trust
Virginia
$415K – – –
LAM
1421
Lountzis Asset Management
Pennsylvania
$414K -$310K -3,950 -43%
AWM
1422
Angeles Wealth Management
California
$412K +$5.81K +74 +1%
DIM
1423
Delta Investment Management
California
$412K +$413K +5,257 New
GWS
1424
Greykasell Wealth Strategies
California
$410K – – –
QPWM
1425
Quadrant Private Wealth Management
Pennsylvania
$409K -$29.4K -374 -7%