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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
751
SGL Investment Advisors
Montana
$4.09M +$64.2K +677 +2%
OIA
752
OneDigital Investment Advisors
Kansas
$4.09M -$232K -2,445 -6%
FG
753
Fiduciary Group
Georgia
$4.06M -$87.2K -919 -2%
CWI
754
Conscious Wealth Investments
Florida
$4.06M -$419K -4,418 -10%
PA
755
Parallel Advisors
California
$4.04M -$76.8K -810 -2%
VI
756
Vestcor Inc
New Brunswick, Canada
$4.04M -$528K -5,566 -12%
CYG
757
Clean Yield Group
Vermont
$4.04M +$1.24M +13,100 +48%
MIC
758
Means Investment Company
Maine
$4.04M -$183K -1,924 -5%
FPWM
759
FSB Premier Wealth Management
Iowa
$4.03M +$303K +3,195 +9%
JC
760
JB Capital
Connecticut
$4.01M -$476K -5,019 -11%
UOTTAIMCU
761
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$4M -$38.6K -407 -1%
SAMC
762
Spectrum Asset Management (California)
California
$4M -$1.23M -13,015 -25%
SWM
763
Sculati Wealth Management
Michigan
$3.99M -$37.2K -392 -1%
Vontobel Holding
764
Vontobel Holding
Switzerland
$3.98M +$246K +2,588 +7%
ATPW
765
Ashton Thomas Private Wealth
Arizona
$3.97M -$69.5K -733 -2%
SAM
766
Secure Asset Management
Michigan
$3.97M +$104K +1,099 +3%
CCM
767
Cinctive Capital Management
New York
$3.93M +$3.73M +39,346 New
SC
768
Sepio Capital
Utah
$3.88M -$130K -1,372 -3%
SCA
769
Stonebridge Capital Advisors
Minnesota
$3.87M -$49.7K -524 -1%
BFIC
770
Bedell Frazier Investment Counselling
California
$3.87M +$3.67M +38,706 New
CCWM
771
Correct Capital Wealth Management
Missouri
$3.85M +$222K +2,340 +6%
GM
772
GeoWealth Management
Illinois
$3.84M -$68.5K -722 -2%
NCM
773
Nelson Capital Management
California
$3.83M -$60.7K -640 -2%
TPCW
774
TD Private Client Wealth
New York
$3.82M -$41.7K -440 -1%
GCM
775
Graham Capital Management
Connecticut
$3.82M +$1.61M +16,943 +79%