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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1776
SeaBridge Investment Advisors
New Jersey
$291K
SGCA
1777
Steel Grove Capital Advisors
Tennessee
$290K
SFGM
1778
Stonebridge Financial Group (Missouri)
Missouri
$290K +$1K +11 +0.4%
FMWA
1779
Forvis Mazars Wealth Advisors
Missouri
$290K -$18.6K -204 -6%
CWP
1780
Curated Wealth Partners
California
$288K +$72K +790 +34%
LWA
1781
Legacy Wealth Advisors
Florida
$288K +$68.9K +756 +32%
LWM
1782
LJI Wealth Management
Indiana
$287K +$4.47K +49 +2%
BMC
1783
Benin Management Corp
Connecticut
$286K
CA
1784
Calton & Associates
Florida
$286K -$35.9K -394 -11%
Vanguard Capital Wealth Advisors
1785
Vanguard Capital Wealth Advisors
Colorado
$286K +$283K +3,100 New
OWP
1786
Obermeyer Wealth Partners
Colorado
$285K +$1.37K +15 +0.5%
SGK
1787
Steigerwald Gordon & Koch
Virginia
$285K +$274 +3 +0.1%
TFG
1788
Tilson Financial Group
New Jersey
$284K
FG
1789
Foster Group
Iowa
$283K +$38.1K +418 +16%
LA
1790
Lifeworks Advisors
Michigan
$283K +$18.3K +201 +7%
SR
1791
Swiss Re
Switzerland
$282K +$267K +2,923 +2,198%
MF
1792
Manuka Financial
Virginia
$281K
CCG
1793
Cypress Capital Group
Florida
$279K +$7.66K +84 +3%
OBWG
1794
Onyx Bridge Wealth Group
New York
$279K -$7.11K -78 -3%
CP
1795
Cornerstone Planning
North Carolina
$279K
MMPW
1796
Mitchell McLeod Pugh & Williams
Alabama
$278K -$9.3K -102 -3%
FBFS
1797
First Business Financial Services
Wisconsin
$278K +$12.1K +133 +5%
PL
1798
Plancorp LLC
Missouri
$277K -$8.94K -98 -3%
BWM
1799
BNB Wealth Management
Maryland
$277K +$22.3K +245 +9%
SB
1800
Sunflower Bank
Texas
$277K +$24.3K +266 +10%