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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FCMA
1651
Foresight Capital Management Advisors
Michigan
$402K +$57.9K +610 +18%
OCG
1652
Opus Capital Group
Ohio
$402K +$14.2K +150 +4%
HWM
1653
Heirloom Wealth Management
Colorado
$401K +$381K +4,013 New
BFG
1654
Berger Financial Group
Minnesota
$399K +$14.3K +151 +4%
Penserra Capital Management
1655
Penserra Capital Management
California
$397K +$21.1K +222 +6%
FFA
1656
Florida Financial Advisors
Florida
$397K +$6.07K +64 +2%
KA
1657
Kovack Advisors
Florida
$396K +$112K +1,177 +42%
HWA
1658
HHM Wealth Advisors
Tennessee
$396K -$190 -2 -0.1%
CWA
1659
Clearview Wealth Advisors
Oregon
$396K -$18.5K -195 -5%
ASG
1660
Ariston Services Group
California
$395K – – –
FA
1661
Faithward Advisors
Pennsylvania
$395K -$759 -8 -0.2%
VST
1662
Van Strum & Towne
California
$395K – – –
GWM
1663
Gibbs Wealth Management
Georgia
$395K -$31.1K -328 -8%
SWP
1664
Semus Wealth Partners
Florida
$391K -$35K -369 -9%
NRW
1665
Nova R Wealth
Kansas
$390K -$7.3K -77 -2%
FHC
1666
First Horizon Corporation
Tennessee
$390K +$1.61K +17 +0.4%
TCM
1667
Triumph Capital Management
Colorado
$389K +$949 +10 +0.3%
Klingenstein Fields & Co
1668
Klingenstein Fields & Co
New York
$389K – – –
OFS
1669
Orrstown Financial Services
Pennsylvania
$388K +$369K +3,888 New
FC
1670
Farringdon Capital
United Kingdom
$388K +$369K +3,887 New
ATS
1671
Ashton Thomas Securities
New York
$387K +$2.94K +31 +0.8%
MCCP
1672
Mission Creek Capital Partners
California
$387K -$9.49K -100 -3%
WWM
1673
Whalen Wealth Management
Nevada
$386K +$367K +3,868 New
CFO
1674
Cambient Family Office
Michigan
$386K +$367K +3,864 New
AA
1675
Armis Advisers
Georgia
$386K +$43.2K +455 +13%