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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1576
Cambient Family Office
Michigan
$465K +$107K +1,088 +28%
NWMP
1577
Noble Wealth Management PBC
Colorado
$465K -$95.6K -975 -16%
Azimuth Capital Investment Management
1578
Azimuth Capital Investment Management
Michigan
$465K +$177K +1,800 +57%
STA
1579
Smith Thornton Advisors
Alabama
$462K +$3.92K +40 +0.8%
Cannell & Spears
1580
Cannell & Spears
New York
$461K +$22.9K +234 +5%
ACM
1581
Aljian Capital Management
Nevada
$460K +$687 +7 +0.1%
LA
1582
LexAurum Advisors
Kansas
$460K +$480K +4,895 New
TIAA Wealth Investment Management
1583
TIAA Wealth Investment Management
New York
$460K +$480K +4,894 New
Clark Capital Management Group
1584
Clark Capital Management Group
Pennsylvania
$458K +$73.7K +751 +18%
RFP
1585
Root Financial Partners
California
$458K +$135K +1,377 +39%
CRI
1586
Commonwealth Retirement Investments
Virginia
$457K -$16.2K -165 -3%
LAM
1587
Lountzis Asset Management
Pennsylvania
$455K – – –
BBA
1588
Baader Bank Aktiengesellschaft
Germany
$454K -$112K -1,143 -19%
Haverford Trust Company
1589
Haverford Trust Company
Pennsylvania
$453K +$243K +2,480 +106%
OWM
1590
OneAscent Wealth Management
Alabama
$453K +$473K +4,824 New
SP
1591
SmartHarvest Portfolios
Washington
$453K -$159K -1,620 -25%
PCM
1592
Princeton Capital Management
New Jersey
$453K +$13.2K +135 +3%
Aviso Financial
1593
Aviso Financial
Ontario, Canada
$453K -$40.4K -412 -8%
Signature Estate & Investment Advisors
1594
Signature Estate & Investment Advisors
California
$449K +$53.1K +541 +13%
SMH
1595
Sanders Morris Harris
Texas
$446K +$466K +4,750 New
WA
1596
Waddell & Associates
Tennessee
$446K -$7.06K -72 -1%
OWA
1597
Octavia Wealth Advisors
Ohio
$444K -$785 -8 -0.2%
WP
1598
Westmount Partners
California
$444K +$7.16K +73 +2%
HFS
1599
Hopwood Financial Services
Virginia
$443K +$13.2K +135 +3%
OMIC
1600
Old Mission Investment Co
Michigan
$443K +$3.92K +40 +0.9%