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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AC
1451
Avestar Capital
New York
$147K +$23.9K +326 +13%
SWA
1452
SOA Wealth Advisors
New York
$144K +$121K +1,659 +153%
FFA
1453
Farther Finance Advisors
California
$142K +$143K +1,959 +263%
KSWA
1454
Kathleen S. Wright Associates
Pennsylvania
$141K -$81.4K -1,112 -29%
HWA
1455
HHM Wealth Advisors
Tennessee
$140K +$141K +1,920 +253%
WT
1456
Washington Trust
Rhode Island
$136K +$181K +2,474 +1,918%
PTC
1457
Private Trust Company
Ohio
$133K +$25.6K +350 +16%
UIA
1458
Ulland Investment Advisors
Minnesota
$132K +$179K +2,440 +2,976%
Belvedere Trading
1459
Belvedere Trading
Illinois
$131K +$184K +2,509 New
LF
1460
Lee Financial
Texas
$127K +$68.4K +934 +63%
HIA
1461
Harbor Investment Advisory
Maryland
$125K +$36.8K +503 +27%
GWS
1462
Glassman Wealth Services
Virginia
$121K -$49.6K -677 -23%
BA
1463
Bellwether Advisors
Nebraska
$121K – – –
SGA
1464
Seaport Global Advisors
Massachusetts
$120K – – –
WPWM
1465
Western Pacific Wealth Management
Illinois
$118K – – –
RFA
1466
Resurgent Financial Advisors
Georgia
$118K +$85.9K +1,173 +109%
JSAM
1467
J. Safra Asset Management
New York
$117K +$164K +2,236 New
TWM
1468
Tradition Wealth Management
Minnesota
$114K +$47.2K +645 +42%
TCWA
1469
Ten Capital Wealth Advisors
Washington
$113K – – –
CP
1470
Castleview Partners
Texas
$113K +$12.1K +165 +8%
CFD
1471
Creative Financial Designs
Indiana
$112K +$9.81K +134 +7%
DAC
1472
Dividend Assets Capital
South Carolina
$112K – – –
PB
1473
Pinnacle Bancorp
Nebraska
$112K – – –
AF
1474
Advisornet Financial
Minnesota
$111K +$101K +1,377 +185%
GFWA
1475
Grey Fox Wealth Advisors
Delaware
$108K +$151K +2,063 New