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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
1476
Marks Group Wealth Management
Minnesota
$352K – – –
Journey Strategic Wealth
1477
Journey Strategic Wealth
New Jersey
$351K +$10.6K +135 +3%
SWP
1478
Semus Wealth Partners
Florida
$349K +$2.67K +34 +0.8%
E Fund Management
1479
E Fund Management
China
$348K +$58.8K +749 +20%
FCG
1480
Fielder Capital Group
Tennessee
$348K +$83.4K +1,063 +31%
WFI
1481
West Family Investments
California
$346K – – –
SFA
1482
Souders Financial Advisors
Ohio
$345K +$32.6K +415 +10%
BMC
1483
Benin Management Corp
Connecticut
$345K +$31.6K +403 +10%
CG
1484
CFO4Life Group
Texas
$344K -$71.3K -909 -17%
LIA
1485
LBMC Investment Advisors
Tennessee
$343K – – –
CCM
1486
CAAS Capital Management
New York
$343K -$201K -2,556 -37%
LNB
1487
Ledyard National Bank
$343K +$2.04K +26 +0.6%
GWM
1488
Gibbs Wealth Management
Georgia
$342K +$343K +4,369 New
APA
1489
Astoria Portfolio Advisors
New York
$341K – – –
TSS
1490
Two Sigma Securities
New York
$339K -$91K -1,159 -21%
C1AG
1491
Client 1st Advisory Group
Florida
$338K – – –
WP
1492
WealthPLAN Partners
Nebraska
$338K +$20.2K +257 +6%
OP
1493
Oslo Pensjonsforsikring
$337K – – –
CWA
1494
Clearview Wealth Advisors
Oregon
$335K -$10.8K -137 -3%
KA
1495
KLCM Advisors
Wisconsin
$332K -$942 -12 -0.3%
TA
1496
TFG Advisers
Michigan
$332K +$549 +7 +0.2%
GFP
1497
Gryphon Financial Partners
Ohio
$332K +$73.8K +940 +28%
Oversea-Chinese Banking Corp (OCBC)
1498
Oversea-Chinese Banking Corp (OCBC)
Singapore
$331K +$332K +4,228 New
MPM
1499
MBB Public Markets
Illinois
$329K +$330K +4,209 New
AWM
1500
Aberdeen Wealth Management
Illinois
$329K +$157 +2 +0%