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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1851
BNB Wealth Management
Maryland
$259K +$687 +7 +0.3%
BFG
1852
Berger Financial Group
Minnesota
$257K -$124K -1,263 -32%
SB
1853
Sunflower Bank
Texas
$257K +$196 +2 +0.1%
RWA
1854
Redhawk Wealth Advisors
Minnesota
$256K +$19.5K +199 +8%
AIM
1855
Avity Investment Management
Connecticut
$256K +$41.7K +425 +18%
WHCI
1856
W.H. Cornerstone Investments
Massachusetts
$256K +$883 +9 +0.3%
KFGK
1857
Keystone Financial Group (Kentucky)
Kentucky
$256K +$66.6K +679 +33%
SQA
1858
Simon Quick Advisors
New Jersey
$255K -$40.1K -409 -13%
AA
1859
Acorns Advisers
California
$253K +$50.1K +511 +23%
WFA
1860
WestHill Financial Advisors
California
$252K -$37.6K -383 -12%
GBT
1861
Grove Bank & Trust
Florida
$252K +$1.08K +11 +0.4%
LBC
1862
Leigh Baldwin & Co
New York
$252K +$98 +1 +0%
LPAM
1863
Lodestar Private Asset Management
California
$252K -$45.7K -466 -15%
CA
1864
Cache Advisors
California
$251K +$262K +2,675 New
4WM
1865
49 Wealth Management
Texas
$251K +$262K +2,675 New
OPWM
1866
Oxinas Partners Wealth Management
Indiana
$251K +$7.65K +78 +3%
OKSA
1867
O'Keefe Stevens Advisory
New York
$250K
FG
1868
Foster Group
Iowa
$249K +$16.1K +164 +7%
Twin Tree Management
1869
Twin Tree Management
Texas
$248K +$259K +2,643 New
BP
1870
Broadleaf Partners
Ohio
$248K
AIA
1871
Allied Investment Advisors
Montana
$248K
TPWA
1872
TRUE Private Wealth Advisors
Oregon
$248K -$1.57K -16 -0.6%
SWA
1873
SOA Wealth Advisors
New York
$247K +$34.5K +352 +15%
DOA
1874
D'Orazio & Associates
Virginia
$247K -$21.1K -215 -8%
CIM
1875
Catalyst Investment Management
New Hampshire
$247K -$45.5K -464 -15%