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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PF
1551
Prosperitas Financial
California
$268K -$9.35K -125 -3%
ST
1552
Smithfield Trust
Pennsylvania
$268K -$53.7K -718 -16%
ACIM
1553
Azimuth Capital Investment Management
Michigan
$268K
FRA
1554
Front Row Advisors
California
$267K -$823 -11 -0.3%
EWA
1555
Exencial Wealth Advisors
Oklahoma
$266K -$32.3K -432 -11%
CWP
1556
Cyndeo Wealth Partners
Florida
$266K
PCS
1557
Private Client Services
Kentucky
$266K +$150 +2 +0.1%
SCP
1558
Sivia Capital Partners
California
$266K +$2.39K +32 +0.9%
HTIM
1559
Harbour Trust & Investment Management
Indiana
$264K
PCH
1560
PGIM Custom Harvest
New Jersey
$262K +$265K +3,543 New
FIM
1561
Freedom Investment Management
Connecticut
$260K -$69.8K -933 -21%
OQS
1562
Occudo Quantitative Strategies
Florida
$259K -$28.1K -376 -10%
Edgewood Management
1563
Edgewood Management
Connecticut
$259K
WCM
1564
Wisconsin Capital Management
Wisconsin
$259K
LCM
1565
LCM Capital Management
Illinois
$258K
WIM
1566
WealthPlan Investment Management
Nebraska
$258K -$144K -1,925 -36%
CCA
1567
Childress Capital Advisors
Texas
$258K +$11.8K +158 +5%
KCM
1568
Kathmere Capital Management
Pennsylvania
$257K +$260K +3,479 New
KWS
1569
Keystone Wealth Services
California
$256K -$3.59K -48 -1%
WJWM
1570
Williams Jones Wealth Management
New York
$256K +$6.06K +81 +2%
IWA
1571
IBEX Wealth Advisors
New Jersey
$255K +$258K +3,448 New
ACA
1572
Affinity Capital Advisors
California
$254K -$73K -975 -22%
WF
1573
Wayfinding Financial
Washington
$254K +$257K +3,439 New
CFS
1574
CRA Financial Services
New Jersey
$254K -$1.87K -25 -0.7%
CP
1575
Castleview Partners
Texas
$253K +$3.44K +46 +1%