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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CHP
1501
Cable Hill Partners
Oregon
$237K -$3.94K -60 -2%
PSC
1502
Portman Square Capital
United Kingdom
$237K +$241K +3,663 New
CK
1503
Cohen Klingenstein
New York
$237K – – –
T
1504
TOBAM
France
$237K +$35.8K +545 +18%
QP
1505
Quilter Plc
United Kingdom
$235K +$238K +3,626 New
ACIM
1506
Azimuth Capital Investment Management
Michigan
$235K – – –
HWP
1507
Hibernia Wealth Partners
Louisiana
$234K -$6.63K -101 -3%
FRA
1508
Front Row Advisors
California
$234K -$12.9K -196 -5%
SFA
1509
Source Financial Advisors
New York
$234K +$1.31K +20 +0.6%
CMAI
1510
Capital Management Associates Inc
Minnesota
$234K +$788 +12 +0.3%
SW
1511
Simplicity Wealth
New Jersey
$234K -$1.76M -26,824 -88%
USWIA
1512
UP Strategic Wealth Investment Advisors
Pennsylvania
$234K +$26.7K +406 +13%
CWP
1513
Cyndeo Wealth Partners
Florida
$233K +$22.5K +342 +11%
PCS
1514
Private Client Services
Kentucky
$233K +$197 +3 +0.1%
SCI
1515
Silver Coast Investments
United States
$231K -$43.2K -657 -16%
HTIM
1516
Harbour Trust & Investment Management
Indiana
$231K -$131 -2 -0.1%
SCP
1517
Sivia Capital Partners
California
$231K -$21.6K -329 -8%
LWM
1518
LongView Wealth Management
Georgia
$229K -$25.8K -392 -10%
KWS
1519
Keystone Wealth Services
California
$227K +$4.47K +68 +2%
Edgewood Management
1520
Edgewood Management
Connecticut
$227K – – –
WCM
1521
Wisconsin Capital Management
Wisconsin
$227K – – –
LCM
1522
LCM Capital Management
Illinois
$226K +$1.64K +25 +0.7%
W
1523
WorthPointe
California
$225K +$228K +3,465 New
CFS
1524
CRA Financial Services
New Jersey
$224K +$12.5K +190 +6%
JHCP
1525
Jackson Hole Capital Partners
Oklahoma
$223K – – –