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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1726
Canal Capital Management
Virginia
$349K +$379 +4 +0.1%
Smithfield Trust
1727
Smithfield Trust
Pennsylvania
$349K +$72.8K +767 +28%
RFP
1728
Root Financial Partners
California
$349K +$62.9K +663 +23%
PF
1729
Prosperitas Financial
California
$349K +$2.75K +29 +0.8%
LCM
1730
LCM Capital Management
Illinois
$349K – – –
LCM
1731
Legato Capital Management
California
$348K +$330K +3,483 New
SPWM
1732
Spartan Planning & Wealth Management
North Carolina
$348K +$37.3K +393 +13%
SFG
1733
Southern Financial Group
Alabama
$346K +$329K +3,464 New
WRPWM
1734
Werba Rubin Papier Wealth Management
California
$346K +$329K +3,463 New
PWS
1735
Peterson Wealth Services
Utah
$345K +$162K +1,704 +97%
GGI
1736
Godsey & Gibb Inc
Virginia
$345K -$48.3K -509 -13%
MWA
1737
Muirfield Wealth Advisors
North Carolina
$344K +$104K +1,092 +47%
MFS
1738
Mirabella Financial Services
United Kingdom
$343K +$326K +3,438 New
RDWM
1739
Red Door Wealth Management
Tennessee
$342K +$759 +8 +0.2%
GWANC
1740
Guardian Wealth Advisors (North Carolina)
North Carolina
$341K +$33.2K +350 +11%
ML
1741
McAdam LLC
Pennsylvania
$339K +$32.3K +340 +11%
CFA
1742
CWS Financial Advisors
Michigan
$336K +$664 +7 +0.2%
SIC
1743
Sigma Investment Counselors
Michigan
$336K +$15.2K +160 +5%
WFA
1744
Wellspring Financial Advisors
Ohio
$336K +$77.2K +814 +32%
FIB
1745
First Interstate Bank
Montana
$336K -$15.8K -167 -5%
WW
1746
Westshore Wealth
California
$335K -$16.1K -170 -5%
SFC
1747
SYM Financial Corp
Indiana
$334K -$854 -9 -0.3%
LI
1748
LRI Investments
Florida
$334K +$7.12K +75 +2%
Hantz Financial Services
1749
Hantz Financial Services
Michigan
$334K +$136K +1,430 +75%
AWAG
1750
ARS Wealth Advisors Group
Florida
$334K +$54.3K +572 +21%