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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
726
Cerity Partners
New York
$678K -$1.16M -26,421 -65%
MOS
727
MGO One Seven
Ohio
$668K -$21.7K -493 -3%
TW
728
Transform Wealth
Colorado
$662K +$80.3K +1,821 +15%
RIM
729
Rampart Investment Management
Connecticut
$661K +$14.2K +322 +2%
PW
730
Price Wealth
Texas
$660K +$204K +4,625 +50%
SAM
731
Summit Asset Management
Tennessee
$659K -$44.1K -1,000 -7%
BBNA
732
Bremer Bank National Association
Minnesota
$653K -$57.3K -1,301 -9%
BAM
733
Barrett Asset Management
New York
$651K +$17.2K +390 +3%
SFS
734
Sowell Financial Services
Arkansas
$643K +$334K +7,581 +128%
HWA
735
HCR Wealth Advisors
California
$642K -$219K -4,963 -27%
SRC
736
Sage Rhino Capital
California
$640K +$103K +2,339 +21%
EMG
737
Ellington Management Group
Connecticut
$637K +$273K +6,200 +86%
VCM
738
Virtue Capital Management
Tennessee
$633K +$117K +2,658 +25%
BBVA
739
Banco Bilbao Vizcaya Argentaria
Spain
$632K +$586K +13,300 New
LWAC
740
Laurel Wealth Advisors (California)
California
$631K +$32.2K +731 +6%
CA
741
Clearstead Advisors
Ohio
$630K -$397 -9 -0.1%
OAM
742
Optimal Asset Management
California
$630K +$583K +13,236 New
QCM
743
Quantinno Capital Management
New York
$628K -$217K -4,931 -27%
DAS
744
Dynamic Advisor Solutions
Arizona
$624K +$62.5K +1,418 +12%
SIM
745
Stratos Investment Management
Ohio
$624K +$130K +2,946 +29%
SWP
746
Stratos Wealth Partners
Ohio
$613K +$212K +4,817 +60%
AC
747
Arjuna Capital
North Carolina
$611K +$566K +12,838 New
AFG
748
Albion Financial Group
Utah
$609K
OPCM
749
Osborne Partners Capital Management
California
$608K +$20.9K +474 +4%
TH
750
TCTC Holdings
Texas
$599K -$645K -14,635 -54%