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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
HIW
2276
Holos Integrated Wealth
Pennsylvania
$6.07K
T
2277
Tidemark
California
$6.01K +$1.27K +13 +25%
JGIA
2278
Jackson Grant Investment Advisers
Connecticut
$5.83K
MAM
2279
Marquette Asset Management
Minnesota
$5.83K +$6.08K +62 New
NWS
2280
Nvest Wealth Strategies
Ohio
$5.73K -$4.12K -42 -41%
CFG
2281
Clayton Financial Group
Missouri
$5.73K
LWMI
2282
Legacy Wealth Management (Idaho)
Idaho
$5.45K +$1.08K +11 +23%
TM
2283
Torren Management
California
$5.39K -$16.4K -167 -75%
1NWS
2284
1 North Wealth Services
Maryland
$5.36K
WA
2285
WestEnd Advisors
North Carolina
$5.17K
PAG
2286
Paladin Advisory Group
Iowa
$4.89K
1CP
2287
1015 Capital Partners
Pennsylvania
$4.79K
RFA
2288
Register Financial Advisors
Georgia
$4.61K +$4.81K +49 New
BA
2289
Bard Associates
Illinois
$4.42K +$4.61K +47 New
TIAA Trust, National Association
2290
TIAA Trust, National Association
North Carolina
$4.42K -$6.96M -70,945 -100%
BSB
2291
Bangor Savings Bank
Maine
$4.32K
CIAS
2292
CBIZ Investment Advisory Services
Ohio
$3.95K -$45.7K -466 -92%
RJA
2293
Ross\Johnson & Associates
Minnesota
$3.95K -$588 -6 -13%
TBFA
2294
Three Bearings Fiduciary Advisors
New Hampshire
$3.76K
KCM
2295
Key Capital Management
Tennessee
$3.76K +$3.92K +40 New
HI
2296
Hoey Investments
Pennsylvania
$3.67K
TWM
2297
TopTier Wealth Management
Wisconsin
$3.67K +$3.83K +39 New
LA
2298
LM Advisors
California
$3.37K +$31.1K +317 New
MDA
2299
Minot DeBlois Advisors
Massachusetts
$3.29K -$15.7K -160 -82%
BWM
2300
Benson Wealth Management
Tennessee
$3.29K