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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PB
1851
Pinnacle Bancorp
Nebraska
$264K – – –
BAM
1852
Boyar Asset Management
New York
$264K -$9.81K -100 -3%
FWP
1853
FAS Wealth Partners
Kansas
$263K +$17.9K +183 +7%
RPWA
1854
Regent Peak Wealth Advisors
Georgia
$261K -$44.2K -451 -14%
MA
1855
MJP Associates
Connecticut
$261K -$437K -4,455 -62%
PMFA
1856
Plante Moran Financial Advisors
Michigan
$260K -$288K -2,932 -51%
BWM
1857
BNB Wealth Management
Maryland
$259K +$687 +7 +0.3%
BFG
1858
Berger Financial Group
Minnesota
$257K -$124K -1,263 -32%
SB
1859
Sunflower Bank
Texas
$257K +$196 +2 +0.1%
RWA
1860
Redhawk Wealth Advisors
Minnesota
$256K +$19.5K +199 +8%
AIM
1861
Avity Investment Management
Connecticut
$256K +$41.7K +425 +18%
WHCI
1862
W.H. Cornerstone Investments
Massachusetts
$256K +$883 +9 +0.3%
KFGK
1863
Keystone Financial Group (Kentucky)
Kentucky
$256K +$66.6K +679 +33%
SQA
1864
Simon Quick Advisors
New Jersey
$255K -$40.1K -409 -13%
AA
1865
Acorns Advisers
California
$253K +$50.1K +511 +23%
WFA
1866
WestHill Financial Advisors
California
$252K -$37.6K -383 -12%
GBT
1867
Grove Bank & Trust
Florida
$252K +$1.08K +11 +0.4%
LBC
1868
Leigh Baldwin & Co
New York
$252K +$98 +1 +0%
LPAM
1869
Lodestar Private Asset Management
California
$252K -$45.7K -466 -15%
CA
1870
Cache Advisors
California
$251K +$262K +2,675 New
4WM
1871
49 Wealth Management
Texas
$251K +$262K +2,675 New
OPWM
1872
Oxinas Partners Wealth Management
Indiana
$251K +$7.65K +78 +3%
OKSA
1873
O'Keefe Stevens Advisory
New York
$250K – – –
FG
1874
Foster Group
Iowa
$249K +$16.1K +164 +7%
Twin Tree Management
1875
Twin Tree Management
Texas
$248K +$259K +2,643 New