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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
HTIM
1576
Harbour Trust & Investment Management
Indiana
$279K
BC
1577
BIT Capital
Germany
$278K -$608K -7,751 -69%
BCM
1578
Brown Capital Management
Maryland
$276K -$27.6K -352 -9%
PF
1579
Prosperitas Financial
California
$276K -$7.69K -98 -3%
WP
1580
WealthShield Partners
North Carolina
$274K +$275K +3,501 New
Edgewood Management
1581
Edgewood Management
Connecticut
$274K
WCM
1582
Wisconsin Capital Management
Wisconsin
$274K
CFS
1583
Coordinated Financial Services
Colorado
$274K -$27.2K -347 -9%
LCM
1584
LCM Capital Management
Illinois
$273K
SL
1585
Sentinus LLC
Illinois
$273K +$11.3K +144 +4%
OWA
1586
Opal Wealth Advisors
New York
$272K +$19.2K +245 +8%
KWS
1587
Keystone Wealth Services
California
$272K +$628 +8 +0.2%
MSWA
1588
Marshall & Sterling Wealth Advisors
New York
$269K +$152K +1,942 +131%
NWWA
1589
New Wave Wealth Advisors
Arkansas
$268K -$49.4K -630 -16%
AWM
1590
Accurate Wealth Management
Florida
$267K +$1.88K +24 +0.7%
MA
1591
MONECO Advisors
Connecticut
$266K +$2.28K +29 +0.9%
MFGM
1592
Marshall Financial Group (Maryland)
Maryland
$266K -$23.4K -298 -8%
ADIM
1593
Alpha DNA Investment Management
Maryland
$266K -$2.89M -36,877 -92%
WIM
1594
WealthPlan Investment Management
Nebraska
$265K -$7.77K -99 -3%
W
1595
WorthPointe
California
$264K +$785 +10 +0.3%
RIP
1596
RAM Investment Partners
Washington
$263K +$5.34K +68 +2%
WF
1597
Wayfinding Financial
Washington
$263K -$5.49K -70 -2%
MWM
1598
Maridea Wealth Management
New York
$263K -$56.2K -716 -18%
SWM
1599
Seed Wealth Management
Illinois
$263K
CFA
1600
CWS Financial Advisors
Michigan
$262K