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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SOW
1626
State of Wyoming
Wyoming
$225K +$99.3K +1,327 +77%
SFG
1627
SNS Financial Group
Minnesota
$225K -$25.4K -340 -10%
CIAM
1628
Caitong International Asset Management
Hong Kong
$225K +$227K +3,038 New
SIG
1629
Stonegate Investment Group
Alabama
$224K +$226K +3,025 New
HWP
1630
Highline Wealth Partners
California
$224K -$22.9K -306 -9%
CSWG
1631
Cardinal Strategic Wealth Guidance
Kentucky
$224K +$226K +3,024 New
TPWA
1632
TRUE Private Wealth Advisors
Oregon
$223K +$225K +3,013 New
WAM
1633
Weiss Asset Management
Massachusetts
$223K +$225K +3,011 New
SSA
1634
Sierra Summit Advisors
Nevada
$222K -$15K -200 -6%
MF
1635
Manuka Financial
Virginia
$222K +$224K +3,000 New
MWA
1636
Martel Wealth Advisors
Washington
$222K +$224K +3,000 New
BAM
1637
Brave Asset Management
New Jersey
$221K +$224K +2,988 New
FHA
1638
Flagship Harbor Advisors
Massachusetts
$221K +$224K +2,987 New
WA1
1639
Wimmer Associates 1
California
$221K +$223K +2,984 New
CWM
1640
Congress Wealth Management
Massachusetts
$221K +$223K +2,980 New
CCM
1641
Chilton Capital Management
Texas
$220K -$124K -1,663 -36%
APG
1642
Abacus Planning Group
South Carolina
$220K +$223K +2,975 New
JSSH
1643
J. Safra Sarasin Holding
$220K +$223K +2,975 New
PA
1644
PFG Advisors
Arizona
$220K +$222K +2,971 New
Jacobs Levy Equity Management
1645
Jacobs Levy Equity Management
New Jersey
$219K -$7.01M -93,620 -97%
TC
1646
TwinBeech Capital
New York
$218K +$221K +2,948 New
SWM
1647
Stockman Wealth Management
Montana
$217K -$15.8K -211 -7%
CWC
1648
Carolinas Wealth Consulting
North Carolina
$217K +$1.27K +17 +0.6%
LF
1649
Lantz Financial
Illinois
$216K +$219K +2,921 New
TBWA
1650
Three Bridge Wealth Advisors
California
$216K +$218K +2,919 New