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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CB
1426
CNB Bank
Pennsylvania
$408K – – –
HWA
1427
HHM Wealth Advisors
Tennessee
$408K +$26.4K +336 +7%
OC
1428
Opinicus Capital
Florida
$408K -$367K -4,682 -47%
GWMR
1429
GC Wealth Management RIA
Massachusetts
$408K +$22.4K +286 +6%
TWA
1430
Trace Wealth Advisors
California
$407K – – –
BWP
1431
BSW Wealth Partners
Colorado
$406K -$95.4K -1,216 -19%
SIG
1432
Sky Investment Group
Connecticut
$403K – – –
GIA
1433
Gladstone Institutional Advisory
Florida
$402K -$87.1K -1,110 -18%
ACA
1434
Affinity Capital Advisors
California
$401K +$133K +1,689 +48%
EW
1435
Enzi Wealth
Texas
$397K -$3.06K -39 -0.8%
Freestone Capital Holdings
1436
Freestone Capital Holdings
Washington
$395K -$135K -1,726 -25%
CCG
1437
Coastwise Capital Group
California
$395K -$95.4K -1,215 -19%
Kingsview Wealth Management
1438
Kingsview Wealth Management
Oregon
$394K -$608K -7,751 -61%
RWA
1439
River Wealth Advisors
Pennsylvania
$394K -$7.06K -90 -2%
PPWM
1440
Paragon Private Wealth Management
Kentucky
$394K +$129K +1,647 +49%
BP
1441
BBR Partners
New York
$393K -$4.87K -62 -1%
VCM
1442
Viewpoint Capital Management
Washington
$391K – – –
Advisory Alpha
1443
Advisory Alpha
Michigan
$391K -$8.08K -103 -2%
Avior Wealth Management
1444
Avior Wealth Management
Nebraska
$389K -$1.78M -22,645 -82%
Vanguard Capital Wealth Advisors
1445
Vanguard Capital Wealth Advisors
Colorado
$387K -$224K -2,850 -37%
FFA
1446
Fi3 Financial Advisors
Indiana
$386K +$35.3K +450 +10%
EWM
1447
Evermay Wealth Management
Virginia
$385K +$23.6K +301 +7%
HFS
1448
Hopwood Financial Services
Virginia
$384K – – –
Diversify Wealth Management
1449
Diversify Wealth Management
Utah
$383K +$370K +4,714 New
GW&K Investment Management
1450
GW&K Investment Management
Massachusetts
$383K +$8.48K +108 +2%