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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1626
TriaGen Wealth Management
California
$351K -$9.87K -104 -3%
BCA
1627
Bay Colony Advisors
Massachusetts
$351K +$34.3K +361 +11%
BWS
1628
Broadway Wealth Solutions
Texas
$350K +$11.4K +120 +3%
CK
1629
Cohen Klingenstein
New York
$349K
APG
1630
Abacus Planning Group
South Carolina
$348K
RPCONE
1631
Retirement Planning Company of New England
Rhode Island
$348K +$4.18K +44 +1%
PF
1632
Phoenix Financial
Israel
$348K -$207K -2,176 -37%
SVWAG
1633
Sound View Wealth Advisors Group
Georgia
$347K -$23.2K -244 -6%
RIP
1634
RAM Investment Partners
Washington
$347K +$9.49K +100 +3%
SMA
1635
Seven Mile Advisory
New Jersey
$346K +$344K +3,622 New
RCM
1636
Requisite Capital Management
Texas
$345K +$343K +3,610 New
SPA
1637
Sherbrooke Park Advisers
New York
$340K +$338K +3,562 New
SL
1638
Sentinus LLC
Illinois
$339K +$52.7K +555 +19%
MTIM
1639
Marathon Trading Investment Management
Pennsylvania
$339K +$337K +3,550 New
AA
1640
Armis Advisers
Georgia
$337K +$32.4K +341 +10%
FIB
1641
First Interstate Bank
Montana
$337K
PCS
1642
Private Client Services
Kentucky
$337K +$475 +5 +0.1%
WW
1643
Westshore Wealth
California
$337K -$21.3K -224 -6%
CMAI
1644
Capital Management Associates Inc
Minnesota
$336K -$49.7K -524 -13%
BAM
1645
Brave Asset Management
New Jersey
$335K +$49.1K +517 +17%
CPA
1646
Court Place Advisors
Maryland
$334K -$19K -200 -5%
Edgewood Management
1647
Edgewood Management
Connecticut
$334K
WCM
1648
Wisconsin Capital Management
Wisconsin
$334K
RA
1649
Rational Advisors
New York
$334K +$332K +3,500 New
WSCM
1650
Wellington Shields Capital Management
New York
$334K -$9.21K -97 -3%