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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Boston Trust Walden
1451
Boston Trust Walden
Massachusetts
$603K -$196K -2,000 -24%
FLI
1452
Family Legacy Inc
South Carolina
$603K +$11K +112 +2%
AlphaCore Capital
1453
AlphaCore Capital
California
$600K -$4.02K -41 -0.6%
EL
1454
Essex LLC
Illinois
$599K -$92.9K -947 -13%
JTF
1455
J. Team Financial
Texas
$596K -$93.3K -951 -13%
Capula Management
1456
Capula Management
Cayman Islands
$596K +$622K +6,340 New
BWA
1457
Basecamp Wealth Advisors
Washington
$595K – – –
BMCM
1458
Bryn Mawr Capital Management
Pennsylvania
$594K -$5.1K -52 -0.8%
SFG
1459
Shum Financial Group
California
$593K +$61.2K +624 +11%
CWA
1460
Canvas Wealth Advisors
Kansas
$593K -$259K -2,640 -30%
DMBA
1461
Deseret Mutual Benefit Administrators
Utah
$592K +$309K +3,150 +100%
KFA
1462
Kelleher Financial Advisors
New York
$591K – – –
RWB
1463
RMR Wealth Builders
New Jersey
$591K +$18.3K +187 +3%
LCM
1464
Lazari Capital Management
California
$589K -$5.88K -60 -0.9%
FWM
1465
FMB Wealth Management
California
$589K -$33.3K -340 -5%
PWP
1466
Principle Wealth Partners
Connecticut
$589K – – –
Quotient Wealth Partners
1467
Quotient Wealth Partners
Texas
$586K +$44.1K +450 +8%
LNB
1468
Ledyard National Bank
$585K -$196 -2 -0%
SAM
1469
Sawgrass Asset Management
Florida
$585K +$610K +6,224 New
AWCI
1470
Alpine Woods Capital Investors
New York
$584K +$610K +6,218 New
SFS
1471
Strategic Financial Services
New York
$583K – – –
Simplicity Wealth
1472
Simplicity Wealth
New Jersey
$582K +$88.7K +904 +17%
AWM
1473
Accurate Wealth Management
Florida
$580K +$52K +530 +9%
E Fund Management
1474
E Fund Management
China
$580K +$605K +6,172 New
CIM
1475
Cambria Investment Management
California
$579K +$604K +6,161 New