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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
DWT
751
Dorsey & Whitney Trust
South Dakota
$3.65M -$320K -3,507 -8%
MA
752
Montag & Associates
Georgia
$3.64M -$410K -4,500 -10%
MW
753
Marble Wealth
Alabama
$3.62M +$8.57K +94 +0.2%
FG
754
Fiduciary Group
Georgia
$3.59M -$112K -1,232 -3%
SWK
755
Stephen W. Kidder
$3.59M +$50.6K +555 +1%
NCM
756
Nelson Capital Management
California
$3.55M +$47.1K +517 +1%
MIC
757
Means Investment Company
Maine
$3.55M -$137K -1,504 -4%
BDPWM
758
Barnes Dennig Private Wealth Management
Ohio
$3.53M -$188K -2,064 -5%
SCI
759
Stableford Capital II
Arizona
$3.5M -$42.9K -470 -1%
GM
760
GeoWealth Management
Illinois
$3.5M -$162K -1,779 -4%
JIC
761
Johnson Investment Counsel
Ohio
$3.49M +$306K +3,357 +10%
SF
762
Summit Financial
New Jersey
$3.49M -$7.02K -77 -0.2%
RIL
763
Rothschild Investment LLC
Illinois
$3.49M +$2.06M +22,557 +148%
TCM
764
Twin Capital Management
Pennsylvania
$3.49M -$1.37K -15 -0%
PA
765
Parallel Advisors
California
$3.47M -$477K -5,233 -12%
RG
766
Rathbones Group
United Kingdom
$3.46M -$5.77M -63,296 -63%
SCA
767
Stonebridge Capital Advisors
Minnesota
$3.45M -$52.2K -572 -2%
VI
768
Vestcor Inc
New Brunswick, Canada
$3.43M -$172K -1,881 -5%
FFG
769
Fiduciary Financial Group
California
$3.43M -$190K -2,088 -5%
Envestnet Portfolio Solutions
770
Envestnet Portfolio Solutions
Illinois
$3.41M -$34.7K -380 -1%
CIA
771
Concurrent Investment Advisors
Florida
$3.4M -$524K -5,742 -13%
FSBI
772
Fearless Solutions (Best Invest)
Texas
$3.39M -$70.2K -770 -2%
IC
773
Inkwell Capital
Florida
$3.37M -$3.65K -40 -0.1%
LW
774
Linscomb Wealth
Texas
$3.37M +$66.3K +727 +2%
NME
775
Notis-McConarty Edward
$3.37M +$573K +6,285 +21%