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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FWA
1701
Fulcrum Wealth Advisors
Washington
$334K +$1K +11 +0.3%
TCM
1702
Triumph Capital Management
Colorado
$332K -$33.9K -372 -9%
FCM
1703
Fire Capital Management
California
$332K – – –
DFA
1704
Delta Financial Advisors
Louisiana
$331K +$2.74K +30 +0.8%
AL
1705
ARWA LLC
Texas
$331K -$192K -2,100 -40%
FCMT
1706
Founders Capital Management (Texas)
Texas
$331K – – –
NHT
1707
New Hampshire Trust
New Hampshire
$329K -$14.4K -158 -4%
RIP
1708
RAM Investment Partners
Washington
$328K -$1.37K -15 -0.4%
SIA
1709
Strategic Investment Advisors
Michigan
$327K -$42.9K -470 -12%
MSWA
1710
Marshall & Sterling Wealth Advisors
New York
$326K +$51K +559 +19%
PIA
1711
Perennial Investment Advisors
California
$326K -$38K -417 -11%
PF
1712
Prosperitas Financial
California
$326K +$2.55K +28 +0.8%
QC
1713
Quent Capital
New York
$326K -$9.57K -105 -3%
GWANC
1714
Guardian Wealth Advisors (North Carolina)
North Carolina
$325K -$34.2K -375 -10%
PCG
1715
Prosperity Consulting Group
Maryland
$325K +$2.92K +32 +0.9%
Hudson Bay Capital Management
1716
Hudson Bay Capital Management
Connecticut
$324K -$18M -197,716 -98%
WSCM
1717
Wellington Shields Capital Management
New York
$324K +$365 +4 +0.1%
BAM
1718
Brave Asset Management
New Jersey
$323K – – –
Edgewood Management
1719
Edgewood Management
Connecticut
$323K – – –
WCM
1720
Wisconsin Capital Management
Wisconsin
$323K – – –
CCG
1721
Coastwise Capital Group
California
$323K -$16.1K -177 -5%
DCM
1722
Delaney Capital Management
$322K – – –
QA
1723
Quattro Advisors
Pennsylvania
$322K +$15.9K +174 +5%
LCM
1724
LCM Capital Management
Illinois
$322K – – –
PWS
1725
Proactive Wealth Strategies
Georgia
$322K +$1K +11 +0.3%