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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
IA
726
IFG Advisory
Georgia
$515K +$56.8K +1,026 +11%
UBG
727
United Bank (Georgia)
Georgia
$505K +$113K +2,044 +26%
GCP
728
GSA Capital Partners
United Kingdom
$499K +$541K +9,771 New
FIM
729
Freedom Investment Management
Connecticut
$492K +$24.4K +440 +5%
Capstone Investment Advisors
730
Capstone Investment Advisors
New York
$492K +$533K +9,619 New
TF
731
Tompkins Financial
New York
$491K -$5.54K -100 -1%
CIA
732
Capital Investment Advisors
Georgia
$482K +$609 +11 +0.1%
Mackenzie Financial
733
Mackenzie Financial
Ontario, Canada
$478K +$240K +4,332 +86%
SCM
734
Shelton Capital Management
Colorado
$476K
PO
735
Private Ocean
California
$475K -$14.1K -254 -3%
PCIA
736
Prime Capital Investment Advisors
Kansas
$471K -$4.05M -73,072 -89%
CA
737
Clearstead Advisors
Ohio
$471K +$151K +2,730 +42%
RJT
738
Raymond James Trust
Florida
$470K +$10.1K +182 +2%
VFA
739
Valeo Financial Advisors
Indiana
$468K +$1.05K +19 +0.2%
BSPF
740
British Steel Pension Fund
United Kingdom
$467K +$506K +9,132 New
GXMC
741
Global X Management Company
New York
$465K -$426K -7,686 -46%
PA
742
Parallel Advisors
California
$465K -$3.71K -67 -0.7%
NEAM
743
New England Asset Management
Connecticut
$462K +$500K +9,035 New
CCG
744
Ceeto Capital Group
Florida
$460K
LWAC
745
Laurel Wealth Advisors (California)
California
$458K +$111 +2 +0%
BFA
746
Bragg Financial Advisors
North Carolina
$456K +$74.1K +1,337 +18%
IIM
747
Ironwood Investment Management
Massachusetts
$455K -$277 -5 -0.1%
CG
748
Caprock Group
Idaho
$455K +$130K +2,338 +36%
WG
749
Winton Group
United Kingdom
$453K -$497K -8,965 -50%
S
750
SignatureFD
Georgia
$453K +$221K +3,987 +82%