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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
IIM
776
InTrack Investment Management
Vermont
$930K -$188K -2,660 -17%
FC
777
FORA Capital
Florida
$921K +$895K +12,648 New
TAM
778
Trust Asset Management
Texas
$908K +$110K +1,556 +14%
HAM
779
Hyperion Asset Management
Australia
$895K
EAM
780
Eagle Asset Management
Florida
$887K +$863K +12,192 New
CGL
781
Clarius Group LLC
Washington
$882K +$858K +12,118 New
TMAM
782
Tokio Marine Asset Management
Japan
$880K -$43.5K -614 -5%
MAM
783
Morse Asset Management
Connecticut
$874K +$142K +2,000 +20%
CPIG
784
Chicago Partners Investment Group
Illinois
$870K +$18K +255 +2%
SAI
785
Systematic Alpha Investments
New Jersey
$870K +$204K +2,877 +33%
SPIA
786
Steward Partners Investment Advisory
New York
$869K -$169K -2,391 -17%
CPC
787
Cookson Peirce & Co
Pennsylvania
$866K +$83.1K +1,174 +11%
CYG
788
Clean Yield Group
Vermont
$858K -$29K -410 -3%
PIA
789
Powell Investment Advisors
Florida
$853K
RIA
790
Realta Investment Advisors
Delaware
$844K -$35.7K -505 -4%
SAM
791
Summit Asset Management
Tennessee
$840K -$89.9K -1,271 -10%
ICM
792
IMS Capital Management
Oregon
$839K
DT
793
Diversified Trust
Tennessee
$827K -$74.5K -1,053 -8%
AWA
794
Arkadios Wealth Advisors
Georgia
$825K +$228K +3,217 +40%
CI Investments Inc
795
CI Investments Inc
Ontario, Canada
$825K +$801K +11,325 New
AA
796
Apriem Advisors
California
$818K -$24.8K -350 -3%
HR
797
Hardy Reed
Mississippi
$818K +$7.93K +112 +1%
KJWM
798
Kiley Juergens Wealth Management
Washington
$816K -$28.1K -397 -3%
CAM
799
Cozad Asset Management
Illinois
$811K -$29.3K -414 -4%
HI
800
Horizon Investments
North Carolina
$808K -$3.62M -51,147 -82%