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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1426
HHM Wealth Advisors
Tennessee
$408K +$26.4K +336 +7%
OC
1427
Opinicus Capital
Florida
$408K -$367K -4,682 -47%
GWMR
1428
GC Wealth Management RIA
Massachusetts
$408K +$22.4K +286 +6%
TWA
1429
Trace Wealth Advisors
California
$407K
BWP
1430
BSW Wealth Partners
Colorado
$406K -$95.4K -1,216 -19%
SIG
1431
Sky Investment Group
Connecticut
$403K
GIA
1432
Gladstone Institutional Advisory
Florida
$402K -$87.1K -1,110 -18%
ACA
1433
Affinity Capital Advisors
California
$401K +$133K +1,689 +48%
EW
1434
Enzi Wealth
Texas
$397K -$3.06K -39 -0.8%
FCH
1435
Freestone Capital Holdings
Washington
$395K -$135K -1,726 -25%
CCG
1436
Coastwise Capital Group
California
$395K -$95.4K -1,215 -19%
KWM
1437
Kingsview Wealth Management
Oregon
$394K -$608K -7,751 -61%
RWA
1438
River Wealth Advisors
Pennsylvania
$394K -$7.06K -90 -2%
PPWM
1439
Paragon Private Wealth Management
Kentucky
$394K +$129K +1,647 +49%
BP
1440
BBR Partners
New York
$393K -$4.87K -62 -1%
VCM
1441
Viewpoint Capital Management
Washington
$391K
AA
1442
Advisory Alpha
Michigan
$391K -$8.08K -103 -2%
AWM
1443
Avior Wealth Management
Nebraska
$389K -$1.78M -22,645 -82%
Vanguard Capital Wealth Advisors
1444
Vanguard Capital Wealth Advisors
Colorado
$387K -$224K -2,850 -37%
FFA
1445
Fi3 Financial Advisors
Indiana
$386K +$35.3K +450 +10%
EWM
1446
Evermay Wealth Management
Virginia
$385K +$23.6K +301 +7%
HFS
1447
Hopwood Financial Services
Virginia
$384K
DWM
1448
Diversify Wealth Management
Utah
$383K +$370K +4,714 New
GKIM
1449
GW&K Investment Management
Massachusetts
$383K +$8.48K +108 +2%
ACM
1450
Aljian Capital Management
Nevada
$382K +$549 +7 +0.1%