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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PP
676
Patten & Patten
Tennessee
$3M +$32.1K +435 +1%
BCMO
677
Buckingham Capital Management (Ohio)
Ohio
$2.99M -$486K -6,577 -14%
OIA
678
OneDigital Investment Advisors
Kansas
$2.99M +$812K +10,990 +37%
RSC
679
Red Spruce Capital
Pennsylvania
$2.98M -$46.3K -627 -2%
SI
680
Stephens Inc
Arkansas
$2.98M -$43.8K -593 -1%
1WA
681
180 Wealth Advisors
Washington
$2.98M +$255K +3,452 +10%
TMAM
682
Tokio Marine Asset Management
Japan
$2.97M +$154K +2,083 +5%
LWA
683
Lantern Wealth Advisors
New York
$2.97M -$22.2K -300 -0.7%
MPA
684
Marvin & Palmer Associates
Delaware
$2.96M +$2.97M +40,210 New
Acadian Asset Management
685
Acadian Asset Management
Massachusetts
$2.96M +$2.83M +38,260 +1,988%
CT
686
Colonial Trust
South Carolina
$2.96M +$429K +5,814 +17%
UCFA
687
United Capital Financial Advisors
Texas
$2.93M -$591K -7,996 -17%
TSS
688
Two Sigma Securities
New York
$2.92M +$2.93M +39,614 New
DW30
689
Drucker Wealth 3.0
New Jersey
$2.9M +$2.91M +39,375 New
MAM
690
Martingale Asset Management
Massachusetts
$2.89M +$2.9M +39,203 New
WANY
691
Wealthspire Advisors (New York)
New York
$2.89M -$7.46K -101 -0.3%
FTDI
692
First Trust Direct Indexing
Massachusetts
$2.88M +$386K +5,225 +15%
CA
693
Cullinan Associates
Kentucky
$2.86M -$96K -1,300 -3%
CWI
694
Conscious Wealth Investments
Florida
$2.85M +$7.02K +95 +0.2%
VFA
695
Valeo Financial Advisors
Indiana
$2.85M -$739 -10 -0%
CI Investments Inc
696
CI Investments Inc
Ontario, Canada
$2.85M -$32.9K -445 -1%
EBWM
697
Eagle Bluffs Wealth Management
Missouri
$2.83M +$7.31K +99 +0.3%
LIA
698
LS Investment Advisors
Michigan
$2.8M +$53.6K +726 +2%
LW
699
Linscomb Wealth
Texas
$2.78M +$181K +2,450 +7%
ECM
700
Everence Capital Management
Indiana
$2.77M