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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
1626
Caitong International Asset Management
Hong Kong
$225K +$227K +3,038 New
SIG
1627
Stonegate Investment Group
Alabama
$224K +$226K +3,025 New
HWP
1628
Highline Wealth Partners
California
$224K -$22.9K -306 -9%
CSWG
1629
Cardinal Strategic Wealth Guidance
Kentucky
$224K +$226K +3,024 New
TPWA
1630
TRUE Private Wealth Advisors
Oregon
$223K +$225K +3,013 New
WAM
1631
Weiss Asset Management
Massachusetts
$223K +$225K +3,011 New
SSA
1632
Sierra Summit Advisors
Nevada
$222K -$15K -200 -6%
MF
1633
Manuka Financial
Virginia
$222K +$224K +3,000 New
MWA
1634
Martel Wealth Advisors
Washington
$222K +$224K +3,000 New
BAM
1635
Brave Asset Management
New Jersey
$221K +$224K +2,988 New
FHA
1636
Flagship Harbor Advisors
Massachusetts
$221K +$224K +2,987 New
WA1
1637
Wimmer Associates 1
California
$221K +$223K +2,984 New
CWM
1638
Congress Wealth Management
Massachusetts
$221K +$223K +2,980 New
CCM
1639
Chilton Capital Management
Texas
$220K -$124K -1,663 -36%
APG
1640
Abacus Planning Group
South Carolina
$220K +$223K +2,975 New
JSSH
1641
J. Safra Sarasin Holding
$220K +$223K +2,975 New
PA
1642
PFG Advisors
Arizona
$220K +$222K +2,971 New
Jacobs Levy Equity Management
1643
Jacobs Levy Equity Management
New Jersey
$219K -$7.01M -93,620 -97%
TC
1644
TwinBeech Capital
New York
$218K +$221K +2,948 New
SWM
1645
Stockman Wealth Management
Montana
$217K -$15.8K -211 -7%
CWC
1646
Carolinas Wealth Consulting
North Carolina
$217K +$1.27K +17 +0.6%
LF
1647
Lantz Financial
Illinois
$216K +$219K +2,921 New
TBWA
1648
Three Bridge Wealth Advisors
California
$216K +$218K +2,919 New
BBNA
1649
Bremer Bank National Association
Minnesota
$216K +$218K +2,918 New
AFA
1650
AA Financial Advisors
Ohio
$216K -$28.5K -381 -12%