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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
726
First Trust Direct Indexing
Massachusetts
$2.44M +$238K +3,614 +12%
BFG
727
Beacon Financial Group
Texas
$2.44M -$110K -1,666 -5%
SWA
728
Strata Wealth Advisors
Texas
$2.43M -$572K -8,684 -21%
RGI
729
River Global Investors
United Kingdom
$2.42M -$1.68M -25,465 -43%
SC
730
Skylands Capital
Wisconsin
$2.41M -$329K -5,000 -13%
GT
731
Greenleaf Trust
Michigan
$2.41M +$163K +2,480 +8%
BFS
732
Bard Financial Services
Connecticut
$2.41M -$8.23K -125 -0.4%
3IP
733
3Chopt Investment Partners
Virginia
$2.41M -$38.6K -586 -2%
NERM
734
New England Research & Management
Illinois
$2.4M -$90.6K -1,375 -4%
PFGIA
735
Patriot Financial Group Insurance Agency
Massachusetts
$2.4M +$352K +5,344 +19%
ET
736
Entropy Technologies
New York
$2.39M +$2.18M +33,089 New
QT
737
Quantbot Technologies
New York
$2.35M +$2.14M +32,493 New
SSI
738
Scott & Selber Inc
Texas
$2.34M +$2.13M +32,363 New
CWM
739
Chemistry Wealth Management
New York
$2.34M +$305K +4,634 +17%
WCBA
740
Weaver C. Barksdale & Associates
Tennessee
$2.34M -$17.6K -268 -0.8%
CNBT
741
Canandaigua National Bank & Trust
New York
$2.34M +$322K +4,892 +18%
RCA
742
Resonant Capital Advisors
Wisconsin
$2.33M +$38.4K +583 +2%
MCC
743
Money Concepts Capital
Florida
$2.33M -$10.2K -155 -0.5%
JIC
744
Johnson Investment Counsel
Ohio
$2.33M +$49.4K +750 +2%
WF
745
WoodTrust Financial
Wisconsin
$2.3M +$67K +1,017 +3%
MYIA
746
Mount Yale Investment Advisors
Colorado
$2.3M +$157K +2,389 +8%
CIA
747
Cascade Investment Advisors
Oregon
$2.29M +$20.7K +315 +1%
DTL
748
Dynamic Technology Lab
Singapore
$2.29M +$2.09M +31,697 New
CCS
749
Concentric Capital Strategies
Connecticut
$2.22M +$2.02M +30,733 New
Focus Partners Wealth
750
Focus Partners Wealth
Massachusetts
$2.22M -$684K -10,383 -25%