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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CK
1501
Cohen Klingenstein
New York
$237K
T
1502
TOBAM
France
$237K +$35.8K +545 +18%
QP
1503
Quilter Plc
United Kingdom
$235K +$238K +3,626 New
ACIM
1504
Azimuth Capital Investment Management
Michigan
$235K
HWP
1505
Hibernia Wealth Partners
Louisiana
$234K -$6.63K -101 -3%
FRA
1506
Front Row Advisors
California
$234K -$12.9K -196 -5%
SFA
1507
Source Financial Advisors
New York
$234K +$1.31K +20 +0.6%
CMAI
1508
Capital Management Associates Inc
Minnesota
$234K +$788 +12 +0.3%
SW
1509
Simplicity Wealth
New Jersey
$234K -$1.76M -26,824 -88%
USWIA
1510
UP Strategic Wealth Investment Advisors
Pennsylvania
$234K +$26.7K +406 +13%
CWP
1511
Cyndeo Wealth Partners
Florida
$233K +$22.5K +342 +11%
PCS
1512
Private Client Services
Kentucky
$233K +$197 +3 +0.1%
SCI
1513
Silver Coast Investments
United States
$231K -$43.2K -657 -16%
HTIM
1514
Harbour Trust & Investment Management
Indiana
$231K -$131 -2 -0.1%
SCP
1515
Sivia Capital Partners
California
$231K -$21.6K -329 -8%
LWM
1516
LongView Wealth Management
Georgia
$229K -$25.8K -392 -10%
KWS
1517
Keystone Wealth Services
California
$227K +$4.47K +68 +2%
Edgewood Management
1518
Edgewood Management
Connecticut
$227K
WCM
1519
Wisconsin Capital Management
Wisconsin
$227K
LCM
1520
LCM Capital Management
Illinois
$226K +$1.64K +25 +0.7%
W
1521
WorthPointe
California
$225K +$228K +3,465 New
CFS
1522
CRA Financial Services
New Jersey
$224K +$12.5K +190 +6%
JHCP
1523
Jackson Hole Capital Partners
Oklahoma
$223K
CCG
1524
Cypress Capital Group
Florida
$222K +$4.86K +74 +2%
PA
1525
Procyon Advisors
Connecticut
$222K +$11.6K +176 +5%