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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1451
SOA Wealth Advisors
New York
$144K +$121K +1,659 +153%
FFA
1452
Farther Finance Advisors
California
$142K +$143K +1,959 +263%
KSWA
1453
Kathleen S. Wright Associates
Pennsylvania
$141K -$81.4K -1,112 -29%
HWA
1454
HHM Wealth Advisors
Tennessee
$140K +$141K +1,920 +253%
WT
1455
Washington Trust
Rhode Island
$136K +$181K +2,474 +1,918%
PTC
1456
Private Trust Company
Ohio
$133K +$25.6K +350 +16%
UIA
1457
Ulland Investment Advisors
Minnesota
$132K +$179K +2,440 +2,976%
Belvedere Trading
1458
Belvedere Trading
Illinois
$131K +$184K +2,509 New
LF
1459
Lee Financial
Texas
$127K +$68.4K +934 +63%
HIA
1460
Harbor Investment Advisory
Maryland
$125K +$36.8K +503 +27%
GWS
1461
Glassman Wealth Services
Virginia
$121K -$49.6K -677 -23%
BA
1462
Bellwether Advisors
Nebraska
$121K
SGA
1463
Seaport Global Advisors
Massachusetts
$120K
WPWM
1464
Western Pacific Wealth Management
Illinois
$118K
RFA
1465
Resurgent Financial Advisors
Georgia
$118K +$85.9K +1,173 +109%
JSAM
1466
J. Safra Asset Management
New York
$117K +$164K +2,236 New
TWM
1467
Tradition Wealth Management
Minnesota
$114K +$47.2K +645 +42%
TCWA
1468
Ten Capital Wealth Advisors
Washington
$113K
CP
1469
Castleview Partners
Texas
$113K +$12.1K +165 +8%
CFD
1470
Creative Financial Designs
Indiana
$112K +$9.81K +134 +7%
DAC
1471
Dividend Assets Capital
South Carolina
$112K
PB
1472
Pinnacle Bancorp
Nebraska
$112K
AF
1473
Advisornet Financial
Minnesota
$111K +$101K +1,377 +185%
GFWA
1474
Grey Fox Wealth Advisors
Delaware
$108K +$151K +2,063 New
PK
1475
Pflug Koory
Nebraska
$107K +$8.79K +120 +6%