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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
HCA
676
Horan Capital Advisors
Ohio
$3.08M -$29.1K -389 -0.9%
Vontobel Holding
677
Vontobel Holding
Switzerland
$3.07M -$225K -3,007 -7%
LOAMS
678
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.06M +$417K +5,576 +16%
DAS
679
Diversify Advisory Services
Utah
$3.01M -$73.6K -983 -2%
SCA
680
Stonebridge Capital Advisors
Minnesota
$3M -$203K -2,717 -6%
CRM
681
Cramer Rosenthal McGlynn
Connecticut
$3M -$608K -8,130 -17%
SM
682
Sciencast Management
New Jersey
$2.98M +$300K +4,013 +11%
ADIM
683
Alpha DNA Investment Management
Maryland
$2.98M +$1.64M +21,906 +119%
WA
684
Waverly Advisors
Alabama
$2.97M +$182K +2,433 +6%
AWM
685
AE Wealth Management
Kansas
$2.97M -$981K -13,112 -25%
DWM
686
Dakota Wealth Management
Florida
$2.96M -$64.2K -858 -2%
EBWM
687
Eagle Bluffs Wealth Management
Missouri
$2.95M +$79.2K +1,058 +3%
LW
688
Linscomb Wealth
Texas
$2.92M +$103K +1,383 +4%
FSBI
689
Fearless Solutions (Best Invest)
Texas
$2.89M +$2.92M +39,063 New
HAG
690
HighPoint Advisor Group
Illinois
$2.86M -$166K -2,224 -6%
VFA
691
Valeo Financial Advisors
Indiana
$2.85M +$22.7K +303 +0.8%
EWA
692
EP Wealth Advisors
California
$2.85M +$890K +11,888 +45%
HAG
693
HF Advisory Group
Maryland
$2.8M +$36.8K +492 +1%
UCFA
694
United Capital Financial Advisors
Texas
$2.8M -$39.5K -528 -1%
MSK
695
Melissa S. Kampmann
$2.8M -$335K -4,480 -11%
DW30
696
Drucker Wealth 3.0
New Jersey
$2.78M -$194K -2,592 -6%
GC
697
GFG Capital
Florida
$2.78M -$60.5K -809 -2%
CIA
698
Cascade Investment Advisors
Oregon
$2.77M +$8.23K +110 +0.3%
NCM
699
Nelson Capital Management
California
$2.77M -$11.1K -149 -0.4%
TG
700
TCW Group
California
$2.76M -$992K -13,253 -26%