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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AC
1551
AlphaCore Capital
California
$384K +$84.7K +1,011 +32%
AWM
1552
Aberdeen Wealth Management
Illinois
$383K +$84 +1 +0%
CG
1553
CFO4Life Group
Texas
$381K -$18.1K -216 -5%
IAMOG
1554
Investors Asset Management of Georgia
Georgia
$380K +$251 +3 +0.1%
CSPIA
1555
Cary Street Partners Investment Advisory
Virginia
$380K +$42.8K +511 +14%
SFA
1556
Souders Financial Advisors
Ohio
$380K -$20.3K -242 -5%
ACA
1557
Affinity Capital Advisors
California
$380K -$87.6K -1,046 -20%
LFAS
1558
Level Four Advisory Services
Texas
$378K -$2.43K -29 -0.7%
CB
1559
CNB Bank
Pennsylvania
$378K -$90.3K -1,078 -21%
KA
1560
KLCM Advisors
Wisconsin
$377K -$9.38K -112 -3%
USWIA
1561
UP Strategic Wealth Investment Advisors
Pennsylvania
$376K +$24.1K +288 +8%
ETC
1562
Exchange Traded Concepts
Oklahoma
$374K -$1.1M -13,157 -76%
SOS
1563
Silver Oak Securities
Tennessee
$373K +$23.1K +276 +7%
TCOTS
1564
Trust Company of the South
North Carolina
$373K – – –
OPWM
1565
Oxinas Partners Wealth Management
Indiana
$373K +$251 +3 +0.1%
ARC
1566
Advisor Resource Council
Texas
$371K -$677K -8,085 -67%
EL
1567
Essex LLC
Illinois
$370K – – –
CMAI
1568
Capital Management Associates Inc
Minnesota
$369K -$344K -4,105 -50%
LTI
1569
Laffer Tengler Investments
Tennessee
$367K – – –
Optiver Holding
1570
Optiver Holding
Netherlands
$367K +$305K +3,643 +956%
PWA
1571
Principia Wealth Advisory
Texas
$366K +$1.09K +13 +0.3%
RBC
1572
Romano Brothers & Co
Illinois
$363K – – –
TBWA
1573
Three Bridge Wealth Advisors
California
$362K +$105K +1,252 +46%
GF
1574
Gries Financial
Ohio
$362K +$109K +1,300 +49%
ASG
1575
Ariston Services Group
California
$361K – – –