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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PHIC
651
Pine Haven Investment Counsel
Massachusetts
$2.76M -$5.91K -90 -0.2%
FTDI
652
First Trust Direct Indexing
Massachusetts
$2.75M +$228K +3,473 +9%
TMAM
653
Tokio Marine Asset Management
Japan
$2.75M +$134K +2,040 +5%
MSK
654
Melissa S. Kampmann
$2.74M -$34.5K -525 -1%
SWM
655
Sculati Wealth Management
Michigan
$2.73M -$37.8K -576 -1%
HCA
656
Horan Capital Advisors
Ohio
$2.73M -$37.6K -573 -1%
SFI
657
Siemens Fonds Invest
Germany
$2.71M -$43K -655 -2%
HCPC
658
Hamilton Capital Partners (Canada)
$2.69M +$777K +11,828 +40%
OIA
659
OneDigital Investment Advisors
Kansas
$2.65M +$26.8K +408 +1%
GSWM
660
Greenup Street Wealth Management
Michigan
$2.65M -$1.77K -27 -0.1%
DWM
661
Dakota Wealth Management
Florida
$2.64M -$189K -2,877 -7%
1WA
662
180 Wealth Advisors
Washington
$2.64M +$107K +1,631 +4%
IAA
663
Independent Advisor Alliance
North Carolina
$2.61M +$480K +7,301 +22%
DW30
664
Drucker Wealth 3.0
New Jersey
$2.6M +$48.7K +742 +2%
HAG
665
HighPoint Advisor Group
Illinois
$2.6M -$65.3K -994 -3%
Capstone Investment Advisors
666
Capstone Investment Advisors
New York
$2.58M +$1.96M +29,780 +295%
PA
667
Parallel Advisors
California
$2.58M -$206K -3,129 -7%
RSC
668
Red Spruce Capital
Pennsylvania
$2.54M -$84.3K -1,283 -3%
SIM
669
Stratos Investment Management
Ohio
$2.52M +$171K +2,609 +7%
EBWM
670
Eagle Bluffs Wealth Management
Missouri
$2.52M +$30K +457 +1%
CT
671
Colonial Trust
South Carolina
$2.51M -$88.7K -1,351 -3%
BAMF
672
BI Asset Management Fondsmaeglerselskab
Denmark
$2.5M -$381K -5,805 -13%
GC
673
Grimes & Company
Massachusetts
$2.49M -$6.86M -104,401 -73%
UCFA
674
United Capital Financial Advisors
Texas
$2.49M -$92.6K -1,409 -4%
VFA
675
Valeo Financial Advisors
Indiana
$2.48M -$26.7K -406 -1%