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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
VCA
1426
Verdence Capital Advisors
Maryland
$235K +$258K +4,272 New
CHP
1427
Cable Hill Partners
Oregon
$234K +$257K +4,257 New
VCP
1428
Verus Capital Partners
Arizona
$234K -$26.6K -440 -9%
QT
1429
Quantamental Technologies
New York
$233K +$257K +4,253 New
BWP
1430
BSW Wealth Partners
Colorado
$233K -$48.2K -797 -16%
CCG
1431
Cypress Capital Group
Florida
$233K +$9.85K +163 +4%
OTL
1432
Oak Thistle LLC
New York
$233K +$256K +4,236 New
OHWP
1433
Oak Harbor Wealth Partners
North Carolina
$232K +$121 +2 +0%
CRC
1434
Curi RMB Capital
Illinois
$232K +$23K +381 +10%
HTC
1435
Haverford Trust Company
Pennsylvania
$230K -$49.9K -825 -16%
SIM
1436
Studio Investment Management
Illinois
$230K +$252K +4,174 +32,108%
SFA
1437
Souders Financial Advisors
Ohio
$229K -$3.08K -51 -1%
BFA
1438
Beaumont Financial Advisors
Massachusetts
$229K +$725 +12 +0.3%
VV
1439
Verity & Verity
South Carolina
$228K +$4.53K +75 +2%
IAMOG
1440
Investors Asset Management of Georgia
Georgia
$228K +$60 +1 +0%
GC
1441
GFG Capital
Florida
$228K -$761K -12,587 -75%
SA
1442
Syntax Advisors
New York
$228K -$18K -298 -7%
VCG
1443
Vantage Consulting Group
Virginia
$228K -$18K -298 -7%
FBFS
1444
First Business Financial Services
Wisconsin
$228K +$9.49K +157 +4%
MPWT
1445
MassMutual Private Wealth & Trust
Connecticut
$228K +$37.3K +617 +17%
WFI
1446
West Family Investments
California
$227K – – –
CBFP
1447
Cedar Brook Financial Partners
Ohio
$227K +$24.4K +403 +11%
PWM
1448
Prosperity Wealth Management
California
$226K +$12.8K +211 +5%
FFL
1449
Future Fund LLC
Illinois
$226K -$45.1K -747 -15%
ET
1450
Equitable Trust
Tennessee
$226K – – –