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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PF
1701
Prosperitas Financial
California
$326K +$2.55K +28 +0.8%
QC
1702
Quent Capital
New York
$326K -$9.57K -105 -3%
GWANC
1703
Guardian Wealth Advisors (North Carolina)
North Carolina
$325K -$34.2K -375 -10%
PCG
1704
Prosperity Consulting Group
Maryland
$325K +$2.92K +32 +0.9%
Hudson Bay Capital Management
1705
Hudson Bay Capital Management
Connecticut
$324K -$18M -197,716 -98%
WSCM
1706
Wellington Shields Capital Management
New York
$324K +$365 +4 +0.1%
BAM
1707
Brave Asset Management
New Jersey
$323K
Edgewood Management
1708
Edgewood Management
Connecticut
$323K
WCM
1709
Wisconsin Capital Management
Wisconsin
$323K
CCG
1710
Coastwise Capital Group
California
$323K -$16.1K -177 -5%
DCM
1711
Delaney Capital Management
$322K
QA
1712
Quattro Advisors
Pennsylvania
$322K +$15.9K +174 +5%
LCM
1713
LCM Capital Management
Illinois
$322K
PWS
1714
Proactive Wealth Strategies
Georgia
$322K +$1K +11 +0.3%
CIC
1715
Chilton Investment Company
Connecticut
$322K
NCM
1716
Noesis Capital Mangement
Florida
$320K +$5.11K +56 +2%
GGI
1717
Godsey & Gibb Inc
Virginia
$319K
EFH
1718
Eaton Financial Holdings
Florida
$319K -$73.6K -807 -19%
OWM
1719
OneAscent Wealth Management
Alabama
$317K -$126K -1,385 -29%
APG
1720
Abacus Planning Group
South Carolina
$317K +$5.93K +65 +2%
FPW
1721
Flywheel Private Wealth
California
$316K +$36.5K +400 +13%
SIM
1722
Seaview Investment Managers
Florida
$316K -$8.01M -87,851 -96%
SAM
1723
Sagewood Asset Management
New York
$316K -$10K -110 -3%
TA
1724
TrueWealth Advisors
Alabama
$315K -$365 -4 -0.1%
AAS
1725
Annex Advisory Services
Wisconsin
$314K +$5.38K +59 +2%