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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
2176
Redmont Wealth Advisors
Illinois
$31.7K -$3.89K -41 -11%
AFG
2177
Albion Financial Group
Utah
$31K – – –
Kayne Anderson Rudnick Investment Management
2178
Kayne Anderson Rudnick Investment Management
California
$30.9K +$1.9K +20 +7%
RA
2179
Ransom Advisory
Rhode Island
$30K – – –
RWM
2180
RMG Wealth Management
Wisconsin
$29.8K – – –
OC
2181
Optima Capital
Oregon
$29.7K +$28.2K +297 New
BAM
2182
Bellevue Asset Management
Washington
$29.4K – – –
BFS
2183
Beacon Financial Strategies
North Carolina
$29.2K +$27.7K +292 New
GA
2184
GoalVest Advisory
New York
$28K +$26.6K +280 New
PGAM
2185
Princeton Global Asset Management
New Jersey
$27.9K – – –
MFG
2186
Mendota Financial Group
Wisconsin
$27.7K -$24.1K -254 -48%
AW
2187
Avion Wealth
Texas
$27K -$1.42K -15 -5%
FCG
2188
Financial Connections Group
California
$27K – – –
FFA
2189
Frazier Financial Advisors
Ohio
$26.9K -$18K -190 -41%
TWD
2190
True Wealth Design
Ohio
$26.8K -$20.6K -217 -45%
SHIM
2191
Stone House Investment Management
Pennsylvania
$26.7K +$285 +3 +1%
RF
2192
Robinswood Financial
Washington
$26.3K – – –
PSB
2193
Piscataqua Savings Bank
New Hampshire
$25.7K +$24.4K +257 New
NWM
2194
Nova Wealth Management
Florida
$25.5K +$1.71K +18 +8%
GCM
2195
Gables Capital Management
Florida
$24.9K – – –
SL
2196
Salomon & Ludwin
Virginia
$24.7K – – –
DWM
2197
Dogwood Wealth Management
Kansas
$24.7K +$11.7K +123 +99%
VFM
2198
Vision Financial Markets
Connecticut
$24.2K +$95 +1 +0.4%
POIA
2199
Pin Oak Investment Advisors
Texas
$24K – – –
DF
2200
Dunhill Financial
United Kingdom
$23.7K +$2.56K +27 +13%