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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TA
1476
Trellis Advisors
Washington
$211K +$1.21K +20 +0.5%
LPT
1477
Legacy Private Trust
Wisconsin
$211K +$232K +3,835 New
YL
1478
YCG LLC
Texas
$211K -$8.29M -137,096 -97%
WA
1479
Waverly Advisors
Alabama
$210K -$20.1K -333 -8%
RPWA
1480
Regent Peak Wealth Advisors
Georgia
$209K +$231K +3,814 New
FFG
1481
Fortem Financial Group
California
$209K -$2.54K -42 -1%
WMA
1482
Wealth Management Associates
New Jersey
$208K +$229K +3,783 New
AWM
1483
Atticus Wealth Management
Florida
$208K -$136K -2,252 -37%
MHC
1484
Meyer Handelman Company
New York
$207K +$228K +3,771 New
IWA
1485
IBEX Wealth Advisors
New Jersey
$207K +$228K +3,775 New
IFPG
1486
Intrepid Financial Planning Group
Indiana
$206K +$227K +3,750 New
KA
1487
Klingman & Associates
New York
$205K +$4.65K +77 +2%
PCP
1488
Proficio Capital Partners
Massachusetts
$204K +$3.87K +64 +2%
OCG
1489
Opus Capital Group
Ohio
$204K +$907 +15 +0.4%
SMA
1490
Sage Mountain Advisors
Georgia
$204K +$224K +3,714 New
RDWM
1491
Red Door Wealth Management
Tennessee
$204K -$68.8K -1,138 -23%
CWM
1492
Centric Wealth Management
Illinois
$203K +$907 +15 +0.4%
QFA
1493
Quantum Financial Advisors
California
$203K
Vanguard Capital Wealth Advisors
1494
Vanguard Capital Wealth Advisors
Colorado
$203K +$224K +3,700 New
SWM
1495
Stockman Wealth Management
Montana
$203K -$126K -2,077 -36%
SFA
1496
Source Financial Advisors
New York
$203K +$3.69K +61 +2%
FCMT
1497
Founders Capital Management (Texas)
Texas
$202K +$4.83K +80 +2%
MIP
1498
Mondrian Investment Partners
United Kingdom
$201K +$222K +3,670 New
KFC
1499
Klingenstein Fields & Co
New York
$201K -$2.42K -40 -1%
NRC
1500
New Republic Capital
North Carolina
$201K +$222K +3,665 New