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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$10.9M +$570K +10,889 +6%
DI
352
DFPG Investments
Utah
$10.9M +$4.11M +78,447 +91%
UAS
353
United Asset Strategies
New York
$10.8M +$5.38M +102,787 +117%
AI
354
Atria Investments
North Carolina
$10.7M +$3.1M +59,184 +46%
DWP
355
Daymark Wealth Partners
Ohio
$10.6M +$330K +6,299 +3%
GF
356
Goodman Financial
Texas
$10.6M +$237K +4,525 +2%
CA
357
Cornerstone Advisors
North Carolina
$10.5M -$990K -18,900 -9%
PCM
358
Poehling Capital Management
Wisconsin
$10.5M +$5.15M +98,248 +112%
BGDI
359
BW Gestao de Investimentos
Brazil
$10.5M -$4.47M -85,400 -32%
SOADOR
360
State of Alaska Department of Revenue
Alaska
$10.4M -$1.36M -25,960 -12%
AWM
361
AE Wealth Management
Kansas
$10.4M +$1.66M +31,744 +21%
TC
362
TownSquare Capital
Utah
$10.4M +$4.24M +80,931 +80%
EWA
363
Exencial Wealth Advisors
Oklahoma
$10.3M -$112K -2,141 -1%
BMSSC
364
B. Metzler seel. Sohn & Co
Germany
$10.2M +$504K +9,628 +6%
SFA
365
Sequoia Financial Advisors
Ohio
$10.1M +$2.27M +43,375 +32%
LA
366
LFL Advisers
Illinois
$10.1M
HWM
367
HFR Wealth Management
New York
$10.1M -$5.55K -106 -0.1%
BCM
368
Blume Capital Management
California
$10.1M +$234K +4,466 +3%
Wolverine Trading
369
Wolverine Trading
Illinois
$9.97M +$4.67M +89,186 +105%
CNB
370
Czech National Bank
Czech Republic
$9.97M -$197K -3,767 -2%
WAM
371
Winslow Asset Management
Ohio
$9.94M +$26.1K +499 +0.3%
MWM
372
Modera Wealth Management
New Jersey
$9.92M +$9.17M +175,072 New
G
373
GenTrust
Florida
$9.86M
LGF
374
LGT Group Foundation
Liechtenstein
$9.85M -$191K -3,638 -2%
GCM
375
Graham Capital Management
Connecticut
$9.85M +$8.72M +166,576 +2,337%