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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1776
SeaCrest Wealth Management
New York
$295K -$444K -4,868 -60%
AWAG
1777
ARS Wealth Advisors Group
Florida
$294K -$9.3K -102 -3%
JFGLC
1778
Johnson Financial Group LLC (Colorado)
Colorado
$294K +$290K +3,182 New
TWM
1779
Tradition Wealth Management
Minnesota
$293K +$8.39K +92 +3%
OC
1780
Oarsman Capital
Wisconsin
$293K -$11.2K -123 -4%
WRPWM
1781
Werba Rubin Papier Wealth Management
California
$292K -$68.5K -751 -19%
BWA
1782
Blodgett Wealth Advisors
California
$292K – – –
WPP
1783
Whalerock Point Partners
Rhode Island
$292K – – –
JTWM
1784
Jackson Thornton Wealth Management
Alabama
$292K +$288K +3,163 New
RMAM
1785
Raab & Moskowitz Asset Management
New Jersey
$291K – – –
AC
1786
Apella Capital
Connecticut
$291K -$730 -8 -0.3%
AW
1787
Alteri Wealth
California
$291K -$6.29K -69 -2%
SIA
1788
SeaBridge Investment Advisors
New Jersey
$291K – – –
SGCA
1789
Steel Grove Capital Advisors
Tennessee
$290K – – –
SFGM
1790
Stonebridge Financial Group (Missouri)
Missouri
$290K +$1K +11 +0.4%
FMWA
1791
Forvis Mazars Wealth Advisors
Missouri
$290K -$18.6K -204 -6%
CWP
1792
Curated Wealth Partners
California
$288K +$72K +790 +34%
LWA
1793
Legacy Wealth Advisors
Florida
$288K +$68.9K +756 +32%
LWM
1794
LJI Wealth Management
Indiana
$287K +$4.47K +49 +2%
BMC
1795
Benin Management Corp
Connecticut
$286K – – –
CA
1796
Calton & Associates
Florida
$286K -$35.9K -394 -11%
Vanguard Capital Wealth Advisors
1797
Vanguard Capital Wealth Advisors
Colorado
$286K +$283K +3,100 New
OWP
1798
Obermeyer Wealth Partners
Colorado
$285K +$1.37K +15 +0.5%
SGK
1799
Steigerwald Gordon & Koch
Virginia
$285K +$274 +3 +0.1%
TFG
1800
Tilson Financial Group
New Jersey
$284K – – –