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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
751
Vontobel Holding
Switzerland
$3.56M +$807K +8,497 +30%
HAG
752
HF Advisory Group
Maryland
$3.55M +$91K +959 +3%
CF
753
Centaurus Financial
California
$3.55M +$1.04M +10,994 +42%
FPWM
754
FSB Premier Wealth Management
Iowa
$3.55M +$298K +3,137 +9%
CBT
755
Central Bank & Trust
Kentucky
$3.54M -$15.6K -164 -0.4%
DWM
756
Dakota Wealth Management
Florida
$3.5M -$1.3M -13,710 -27%
VFA
757
Valeo Financial Advisors
Indiana
$3.5M -$198K -2,082 -5%
MGIA
758
Moneta Group Investment Advisors
Missouri
$3.46M +$125K +1,317 +4%
CCWM
759
Correct Capital Wealth Management
Missouri
$3.46M +$82.8K +872 +2%
CC
760
Centiva Capital
New York
$3.45M +$3.43M +36,095 New
WOC
761
West Oak Capital
California
$3.44M +$128K +1,350 +4%
AC
762
Annandale Capital
Texas
$3.42M
ECM
763
Everence Capital Management
Indiana
$3.42M
BJL
764
Brighton Jones LLC
Washington
$3.41M +$431K +4,536 +15%
CIA
765
Cascade Investment Advisors
Oregon
$3.4M -$34.6K -365 -1%
CCIA
766
Campbell & Co Investment Adviser
Maryland
$3.38M -$3.59M -37,822 -52%
GAG
767
GM Advisory Group
New York
$3.35M -$65.7K -692 -2%
GI
768
GAMMA Investing
California
$3.35M +$265K +2,788 +9%
BPIM
769
Brant Point Investment Management
New York
$3.34M +$1.42M +15,000 +75%
RC
770
Roundview Capital
New Jersey
$3.33M -$6.55K -69 -0.2%
OAM
771
Ostrum Asset Management
France
$3.33M -$146K -1,534 -4%
SCI
772
Stableford Capital II
Arizona
$3.33M +$5.5K +58 +0.2%
JSSH
773
J. Safra Sarasin Holding
$3.31M +$3.29M +34,707 New
GSWM
774
Greenup Street Wealth Management
Michigan
$3.31M -$1.18M -12,470 -26%
EP
775
Edgestream Partners
New Jersey
$3.31M +$2.01M +21,219 +158%