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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
QWP
1451
Quotient Wealth Partners
Texas
$303K +$57.3K +870 +26%
Capstone Investment Advisors
1452
Capstone Investment Advisors
New York
$302K +$226K +3,426 +460%
PWM
1453
Purus Wealth Management
California
$302K +$461 +7 +0.2%
SFA
1454
Souders Financial Advisors
Ohio
$300K -$2.83K -43 -1%
SSA
1455
Schonfeld Strategic Advisors
New York
$299K -$11.2M -169,827 -98%
WFI
1456
West Family Investments
California
$298K +$19.4K +295 +8%
PA
1457
Procyon Advisors
Connecticut
$297K -$51.6K -784 -16%
WHCI
1458
W.H. Cornerstone Investments
Massachusetts
$296K -$5.07K -77 -2%
C1AG
1459
Client 1st Advisory Group
Florida
$295K +$69.3K +1,052 +35%
DAM
1460
Doheny Asset Management
California
$295K -$84.5K -1,283 -24%
CFO
1461
Collective Family Office
Pennsylvania
$294K +$60.8K +923 +29%
JDR
1462
Jay D. Rosenbaum
$294K
TSWM
1463
Triangle Securities Wealth Management
North Carolina
$293K -$60.7K -921 -19%
SWM
1464
SFG Wealth Management
Maryland
$293K
FI
1465
FWG Investments
Kentucky
$293K +$16.1K +244 +6%
FBFS
1466
First Business Financial Services
Wisconsin
$292K
WA
1467
Waddell & Associates
Tennessee
$291K +$8.56K +130 +3%
AFA
1468
AA Financial Advisors
Ohio
$291K +$265K +4,027 New
LTI
1469
Laffer Tengler Investments
Tennessee
$291K
OL
1470
Optas LLC
Texas
$290K +$7.9K +120 +3%
AA
1471
Alta Advisers
United Kingdom
$289K
SMH
1472
Sanders Morris Harris
Texas
$289K
PSCM
1473
Per Stirling Capital Management
Texas
$288K +$262K +3,982 New
FAIM
1474
Financial Advocates Investment Management
Washington
$286K -$22.4K -340 -8%
BAM
1475
Boyar Asset Management
New York
$286K -$105K -1,598 -29%