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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
IFPG
1526
Intrepid Financial Planning Group
Indiana
$263K
HTIM
1527
Harbour Trust & Investment Management
Indiana
$263K -$11.9K -161 -4%
SIG
1528
Sargent Investment Group
Maryland
$260K +$261K +3,530 New
CCA
1529
Childress Capital Advisors
Texas
$260K -$4.73K -64 -2%
LSA
1530
Leonteq Securities AG
Switzerland
$258K -$2.29K -31 -0.9%
Edgewood Management
1531
Edgewood Management
Connecticut
$258K
WCM
1532
Wisconsin Capital Management
Wisconsin
$258K
CA
1533
Calton & Associates
Florida
$257K -$59.1K -800 -19%
FC
1534
Forte Capital
New York
$256K +$74 +1 +0%
LCM
1535
LCM Capital Management
Illinois
$255K
SL
1536
Sentinus LLC
Illinois
$255K -$6.87K -93 -3%
MA
1537
MONECO Advisors
Connecticut
$255K +$17.1K +231 +7%
VCA
1538
Verdence Capital Advisors
Maryland
$255K -$5.91K -80 -2%
PCA
1539
Pallas Capital Advisors
Massachusetts
$254K -$31.2K -423 -9%
JHCP
1540
Jackson Hole Capital Partners
Oklahoma
$254K
KWS
1541
Keystone Wealth Services
California
$254K +$591 +8 +0.2%
WF
1542
Wayfinding Financial
Washington
$253K +$443 +6 +0.2%
FAFN
1543
First Affirmative Financial Network
Colorado
$252K -$6.28K -85 -2%
DPIM
1544
Duff & Phelps Investment Management
Illinois
$252K -$1.02M -13,755 -80%
PF
1545
Prosperitas Financial
California
$251K -$29.8K -403 -11%
SFG
1546
SNS Financial Group
Minnesota
$251K +$1.7K +23 +0.7%
LPT
1547
Legacy Private Trust
Wisconsin
$250K
FCH
1548
Freestone Capital Holdings
Washington
$250K -$14.8K -201 -6%
MTC
1549
McDaniel Terry & Co
Texas
$250K -$12K -162 -5%
OWA
1550
Opal Wealth Advisors
New York
$250K +$251K +3,392 New