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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1551
Aberdeen Wealth Management
Illinois
$383K +$84 +1 +0%
CG
1552
CFO4Life Group
Texas
$381K -$18.1K -216 -5%
IAMOG
1553
Investors Asset Management of Georgia
Georgia
$380K +$251 +3 +0.1%
CSPIA
1554
Cary Street Partners Investment Advisory
Virginia
$380K +$42.8K +511 +14%
SFA
1555
Souders Financial Advisors
Ohio
$380K -$20.3K -242 -5%
ACA
1556
Affinity Capital Advisors
California
$380K -$87.6K -1,046 -20%
LFAS
1557
Level Four Advisory Services
Texas
$378K -$2.43K -29 -0.7%
CB
1558
CNB Bank
Pennsylvania
$378K -$90.3K -1,078 -21%
KA
1559
KLCM Advisors
Wisconsin
$377K -$9.38K -112 -3%
USWIA
1560
UP Strategic Wealth Investment Advisors
Pennsylvania
$376K +$24.1K +288 +8%
ETC
1561
Exchange Traded Concepts
Oklahoma
$374K -$1.1M -13,157 -76%
SOS
1562
Silver Oak Securities
Tennessee
$373K +$23.1K +276 +7%
TCOTS
1563
Trust Company of the South
North Carolina
$373K
OPWM
1564
Oxinas Partners Wealth Management
Indiana
$373K +$251 +3 +0.1%
ARC
1565
Advisor Resource Council
Texas
$371K -$677K -8,085 -67%
EL
1566
Essex LLC
Illinois
$370K
CMAI
1567
Capital Management Associates Inc
Minnesota
$369K -$344K -4,105 -50%
LTI
1568
Laffer Tengler Investments
Tennessee
$367K
Optiver Holding
1569
Optiver Holding
Netherlands
$367K +$305K +3,643 +956%
PWA
1570
Principia Wealth Advisory
Texas
$366K +$1.09K +13 +0.3%
RBC
1571
Romano Brothers & Co
Illinois
$363K
TBWA
1572
Three Bridge Wealth Advisors
California
$362K +$105K +1,252 +46%
GF
1573
Gries Financial
Ohio
$362K +$109K +1,300 +49%
ASG
1574
Ariston Services Group
California
$361K
BWM
1575
Baron Wealth Management
Michigan
$360K +$26K +310 +9%