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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AWAU
1651
Alliance Wealth Advisors (Utah)
Utah
$386K -$45.7K -466 -10%
SCM
1652
SCS Capital Management
Massachusetts
$385K -$44.2K -451 -10%
ATS
1653
Ashton Thomas Securities
New York
$385K +$21.4K +218 +6%
NRC
1654
New Republic Capital
North Carolina
$384K -$102K -1,041 -20%
WI
1655
WrapManager Inc
California
$383K +$4.22K +43 +1%
JAG
1656
Journey Advisory Group
Kentucky
$381K -$161K -1,640 -29%
TSS
1657
Two Sigma Securities
New York
$381K -$492K -5,013 -55%
LCWP
1658
Legacy Capital Wealth Partners
Arkansas
$381K -$124K -1,264 -24%
5NPW
1659
55 North Private Wealth
Florida
$379K -$5.2K -53 -1%
PG
1660
Prostatis Group
Maryland
$379K -$1.47K -15 -0.4%
DG
1661
Dala Group
Illinois
$379K -$34.4K -351 -8%
SIA
1662
Strategic Investment Advisors
Michigan
$378K +$394K +4,018 New
AAP
1663
Aristotle Atlantic Partners
Florida
$376K +$392K +4,000 New
TCBWMS
1664
Texas Capital Bank Wealth Management Services
Texas
$375K +$391K +3,990 New
CC
1665
Clearwave Capital
California
$374K +$73K +744 +23%
RFN
1666
RDA Financial Network
Iowa
$373K +$29.2K +298 +8%
TCM
1667
Triumph Capital Management
Colorado
$373K +$7.45K +76 +2%
RBC
1668
Romano Brothers & Co
Illinois
$373K -$11.8K -120 -3%
FA
1669
Faithward Advisors
Pennsylvania
$373K +$1.27K +13 +0.3%
ASG
1670
Ariston Services Group
California
$372K -$388K -3,958 Closed
DE
1671
Diversified Enterprises
Delaware
$372K +$63.3K +645 +19%
VST
1672
Van Strum & Towne
California
$371K – – –
PIA
1673
Perennial Investment Advisors
California
$371K +$23K +235 +6%
BCA
1674
Bay Colony Advisors
Massachusetts
$371K +$12.8K +130 +3%
AA
1675
Advisory Alpha
Michigan
$371K -$87.4K -891 -18%