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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FA
651
FDx Advisors
Illinois
$598K +$81.3K +2,336 +16%
HAG
652
HighPoint Advisor Group
Illinois
$595K -$15.1K -433 -3%
LFGH
653
Lee Financial Group Hawaii
Hawaii
$587K -$39.9K -1,147 -7%
TWA
654
TCI Wealth Advisors
Arizona
$587K +$248K +7,141 +79%
NEI
655
Northwest & Ethical Investments
Ontario, Canada
$585K +$562K +16,145 New
HA
656
Harfst & Associates
Wyoming
$579K -$8.49K -244 -2%
HCA
657
Hyperion Capital Advisors
New York
$576K +$48.7K +1,400 +10%
DLA
658
Douglas Lane & Associates
New York
$570K -$261K -7,495 -32%
SPIA
659
Steward Partners Investment Advisory
New York
$569K +$141K +4,062 +35%
CT
660
Caldwell Trust
Florida
$568K -$350K -10,055 -39%
CAM
661
Cresset Asset Management
Illinois
$567K +$43.9K +1,263 +9%
SWM
662
SVA Wealth Management
Wisconsin
$566K -$20K -575 -4%
JF
663
Jump Financial
Illinois
$565K +$543K +15,600 New
HWA
664
HCR Wealth Advisors
California
$564K +$35.2K +1,012 +7%
CAM
665
Cozad Asset Management
Illinois
$552K -$591K -16,981 -53%
BOTW
666
Bank of the West
California
$550K -$113K -3,262 -18%
VIA
667
Vident Investment Advisory
Georgia
$547K -$1.31M -37,560 -71%
AIA
668
Avalon Investment & Advisory
Texas
$547K +$21.6K +621 +4%
SRC
669
Sage Rhino Capital
California
$546K +$86.7K +2,492 +20%
RTS
670
Round Table Services
New Jersey
$545K +$2.64K +76 +0.5%
PWA
671
Providence Wealth Advisors
Illinois
$545K +$524K +15,048 New
DIM
672
Delta Investment Management
California
$542K +$521K +14,963 New
Simplex Trading
673
Simplex Trading
Illinois
$537K +$516K +14,828 New
Nomura Holdings
674
Nomura Holdings
Japan
$532K +$511K +14,682 New
UCI
675
Uncommon Cents Investing
Wisconsin
$529K