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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
UOTTAIMCU
701
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$4.08M +$3.57M +42,609 +1,976%
OHIS
702
Oak Harvest Investment Services
Texas
$4.08M +$227K +2,714 +6%
SM
703
Sciencast Management
New Jersey
$4.07M +$3.74M +44,649 New
TPA
704
Trivium Point Advisory
Connecticut
$4.02M +$789K +9,418 +27%
LW
705
Linscomb Wealth
Texas
$3.99M +$298K +3,562 +9%
1WA
706
180 Wealth Advisors
Washington
$3.99M +$71.8K +858 +2%
BFA
707
Buttonwood Financial Advisors
Maryland
$3.97M -$32.5K -388 -0.9%
AWM
708
AE Wealth Management
Kansas
$3.94M +$159K +1,894 +5%
VIA
709
Victrix Investment Advisors
Florida
$3.92M -$26.1K -312 -0.7%
LWA
710
Lantern Wealth Advisors
New York
$3.91M +$5.04M +60,189 New
HWM
711
HB Wealth Management
Georgia
$3.91M -$846K -10,105 -19%
MMA
712
Miracle Mile Advisors
California
$3.9M +$73.8K +881 +2%
CC
713
Courier Capital
New York
$3.9M -$70.4K -841 -2%
CI Investments Inc
714
CI Investments Inc
Ontario, Canada
$3.9M +$89.3K +1,067 +3%
MK
715
MASTERINVEST Kapitalanlage
$3.88M +$3.56M +42,480 New
AF
716
Allworth Financial
California
$3.87M +$775K +9,260 +28%
M1FG
717
Mach-1 Financial Group
Arkansas
$3.87M -$196K -2,335 -5%
MCM
718
Mengis Capital Management
Oregon
$3.86M -$970K -11,587 -22%
FG
719
Fiduciary Group
Georgia
$3.84M -$64.5K -770 -2%
PHIC
720
Pine Haven Investment Counsel
Massachusetts
$3.81M +$9.21K +110 +0.3%
RSC
721
Red Spruce Capital
Pennsylvania
$3.81M -$38.8K -463 -1%
XT
722
XTX Topco
Cayman Islands
$3.79M +$3.47M +41,488 New
GIM
723
Goelzer Investment Management
Indiana
$3.74M -$76.6K -915 -2%
QCG
724
Quadrant Capital Group
Ohio
$3.74M +$653K +7,804 +24%
SWM
725
Sculati Wealth Management
Michigan
$3.71M -$35.3K -421 -1%