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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
2276
Rialto Wealth Management
New York
$7.89K +$2.94K +30 +56%
DPW
2277
DiNuzzo Private Wealth
Pennsylvania
$7.8K – – –
TFM
2278
TFC Financial Management
Massachusetts
$7.24K – – –
NWM
2279
Nova Wealth Management
Florida
$7.12K -$17.6K -179 -70%
UFPG
2280
United Financial Planning Group
New York
$7.05K – – –
CA
2281
Centerpoint Advisors
Massachusetts
$7K – – –
OCM
2282
Orion Capital Management
California
$6.7K +$2.06K +21 +42%
WAS
2283
Winch Advisory Services
Wisconsin
$6.59K – – –
HHCP
2284
Hilton Head Capital Partners
South Carolina
$6.49K – – –
HIW
2285
Holos Integrated Wealth
Pennsylvania
$6.07K – – –
T
2286
Tidemark
California
$6.01K +$1.27K +13 +25%
JGIA
2287
Jackson Grant Investment Advisers
Connecticut
$5.83K – – –
MAM
2288
Marquette Asset Management
Minnesota
$5.83K +$6.08K +62 New
NWS
2289
Nvest Wealth Strategies
Ohio
$5.73K -$4.12K -42 -41%
CFG
2290
Clayton Financial Group
Missouri
$5.73K – – –
LWMI
2291
Legacy Wealth Management (Idaho)
Idaho
$5.45K +$1.08K +11 +23%
TM
2292
Torren Management
California
$5.39K -$16.4K -167 -75%
1NWS
2293
1 North Wealth Services
Maryland
$5.36K – – –
WA
2294
WestEnd Advisors
North Carolina
$5.17K – – –
PAG
2295
Paladin Advisory Group
Iowa
$4.89K – – –
1CP
2296
1015 Capital Partners
Pennsylvania
$4.79K – – –
RFA
2297
Register Financial Advisors
Georgia
$4.61K +$4.81K +49 New
BA
2298
Bard Associates
Illinois
$4.42K +$4.61K +47 New
TIAA Trust, National Association
2299
TIAA Trust, National Association
North Carolina
$4.42K -$6.96M -70,945 -100%
BSB
2300
Bangor Savings Bank
Maine
$4.32K – – –