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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
2251
Ross\Johnson & Associates
Minnesota
$4.06K +$182 +2 +5%
HIA
2252
HFM Investment Advisors
New Jersey
$4.06K +$1.82K +20 +83%
TAP
2253
Tounjian Advisory Partners
Florida
$4.06K +$4.01K +44 New
OAJ
2254
Ogorek Anthony Joseph
New York
$4K -$12.7K -139 -72%
CIAS
2255
CBIZ Investment Advisory Services
Ohio
$3.95K
TBFA
2256
Three Bearings Fiduciary Advisors
New Hampshire
$3.69K
GCM
2257
Gunpowder Capital Management
Maryland
$3.69K +$3.65K +40 New
HI
2258
Hoey Investments
Pennsylvania
$3.6K
BWM
2259
Benson Wealth Management
Tennessee
$3.23K
MDA
2260
Minot DeBlois Advisors
Massachusetts
$3.23K
PS
2261
PayPay Securities
Japan
$3.14K
MIM
2262
Marshall Investment Management
Colorado
$3.14K +$3.1K +34 New
LAS
2263
Lloyd Advisory Services
Georgia
$3.04K -$7.39K -81 -71%
1IA
2264
1620 Investment Advisors
Massachusetts
$3.04K
PWA
2265
Provenance Wealth Advisors
Florida
$2.95K +$2.92K +32 New
PF
2266
PlanVest Financial
Maryland
$2.78K
ECA
2267
Elevated Capital Advisors
Utah
$2.77K
RWPA
2268
Richard W. Paul & Associates
Michigan
$2.77K
DF
2269
DecisionPoint Financial
Arizona
$2.7K +$1K +11 +65%
MAFA
2270
MJT & Associates Financial Advisory
Minnesota
$2.49K
VR
2271
Vision Retirement
New Jersey
$2.49K
BCV
2272
Banque Cantonale Vaudoise
Switzerland
$2.42K +$190K +2,083 +9%
FG
2273
Fairman Group
Pennsylvania
$2.12K
OAG
2274
Oakmont Advisory Group
New Mexico
$1.94K +$1.92K +21 New
DFA
2275
DHJJ Financial Advisors
Illinois
$1.86K