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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1701
Blodgett Wealth Advisors
California
$302K – – –
WPP
1702
Whalerock Point Partners
Rhode Island
$302K – – –
MWM
1703
Maridea Wealth Management
New York
$301K -$190K -2,005 -39%
SNS Financial Group
1704
SNS Financial Group
Minnesota
$301K +$2.18K +23 +0.7%
Azimuth Capital Investment Management
1705
Azimuth Capital Investment Management
Michigan
$301K – – –
LF
1706
Lantz Financial
Illinois
$300K +$7.78K +82 +3%
LHC
1707
Little House Capital
Massachusetts
$300K +$95 +1 +0%
MM
1708
MQS Management
New York
$300K +$664 +7 +0.2%
HIC
1709
Holderness Investments Company
North Carolina
$300K +$52.7K +555 +21%
OC
1710
Oarsman Capital
Wisconsin
$300K +$95 +1 +0%
DMBA
1711
Deseret Mutual Benefit Administrators
Utah
$299K +$24.8K +261 +9%
BEW
1712
Burton Enright Welch
California
$299K +$6.45K +68 +2%
SB
1713
Simmons Bank
Arkansas
$299K +$297K +3,134 New
BMC
1714
Benin Management Corp
Connecticut
$296K – – –
SPWM
1715
Spartan Planning & Wealth Management
North Carolina
$295K -$23.9K -252 -8%
RPWA
1716
Regent Peak Wealth Advisors
Georgia
$294K +$292K +3,078 New
DWP
1717
Destiny Wealth Partners
Florida
$293K +$190 +2 +0.1%
CA
1718
Calton & Associates
Florida
$293K -$83K -874 -22%
DE
1719
Diversified Enterprises
Delaware
$292K -$1.33K -14 -0.5%
GWANC
1720
Guardian Wealth Advisors (North Carolina)
North Carolina
$292K +$6.45K +68 +2%
FHA
1721
Flagship Harbor Advisors
Massachusetts
$292K +$5.79K +61 +2%
ML
1722
McAdam LLC
Pennsylvania
$292K +$63.7K +671 +28%
SWMG
1723
Signature Wealth Management Group
Georgia
$291K -$1.14K -12 -0.4%
CCG
1724
Ceeto Capital Group
Florida
$290K +$86.2K +908 +43%
TNBTD
1725
Trustmark National Bank Trust Department
Mississippi
$289K -$48.9K -515 -15%