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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1626
River Wealth Advisors
Pennsylvania
$435K -$75.3K -794 -15%
Bradley Foster & Sargent
1627
Bradley Foster & Sargent
Connecticut
$435K +$2.85K +30 +0.7%
SFA
1628
Souders Financial Advisors
Ohio
$434K +$9.3K +98 +2%
SWRP
1629
Summit Wealth & Retirement Planning
California
$433K +$3.13K +33 +0.8%
USWIA
1630
UP Strategic Wealth Investment Advisors
Pennsylvania
$433K – – –
SIM
1631
Sentry Investment Management
Wisconsin
$432K – – –
TF
1632
Trek Financial
Arizona
$431K -$81.9K -863 -17%
CPW
1633
Catalyst Private Wealth
California
$429K +$4.84K +51 +1%
PBK
1634
Peoples Bank (Kansas)
Kansas
$428K -$13.8K -145 -3%
Signature Estate & Investment Advisors
1635
Signature Estate & Investment Advisors
California
$423K – – –
BWM
1636
Baron Wealth Management
Michigan
$418K +$38.7K +408 +11%
BWM
1637
Bernard Wealth Management
Michigan
$417K -$35K -369 -8%
CWG
1638
Cornerstone Wealth Group
North Carolina
$416K +$40.9K +431 +12%
OFS
1639
OneAscent Financial Services
Alabama
$414K +$189K +1,990 +92%
IAMOG
1640
Investors Asset Management of Georgia
Georgia
$412K +$190 +2 +0%
Clark Capital Management Group
1641
Clark Capital Management Group
Pennsylvania
$412K +$105K +1,112 +37%
ICP
1642
Interchange Capital Partners
Pennsylvania
$410K +$10.6K +112 +3%
NMC
1643
Nine Masts Capital
Hong Kong
$409K -$163K -1,714 -30%
5NPW
1644
55 North Private Wealth
Florida
$409K +$388K +4,089 New
RBC
1645
Romano Brothers & Co
Illinois
$408K +$10.5K +111 +3%
DL
1646
Dockside LLC
New York
$407K +$387K +4,077 New
HBS
1647
Howard Bailey Securities
Indiana
$407K -$55.7K -587 -13%
OC
1648
Opinicus Capital
Florida
$406K -$14.2K -150 -4%
PG
1649
Prostatis Group
Maryland
$404K +$384K +4,047 New
WI
1650
WrapManager Inc
California
$403K -$60K -632 -14%