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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Summit Financial
776
Summit Financial
New Jersey
$3.56M -$25K -255 -0.7%
TCM
777
Twin Capital Management
Pennsylvania
$3.55M -$16.4K -167 -0.4%
Savvy Advisors Inc
778
Savvy Advisors Inc
New York
$3.54M +$478K +4,876 +15%
FSBI
779
Fearless Solutions (Best Invest)
Texas
$3.52M -$66.2K -675 -2%
GI
780
GS Investments
Minnesota
$3.52M +$7.16K +73 +0.2%
AT
781
American Trust
Kentucky
$3.52M -$589K -6,008 -14%
IAN
782
Integrated Advisors Network
Texas
$3.52M -$3.67M -37,440 -50%
Envestnet Portfolio Solutions
783
Envestnet Portfolio Solutions
Illinois
$3.5M -$7.12M -72,583 -66%
AC
784
Asio Capital
Kentucky
$3.5M +$3.65M +37,227 New
OBAM
785
ODDO BHF Asset Management
France
$3.46M +$3.61M +36,859 New
SIA
786
SGL Investment Advisors
Montana
$3.46M -$75.9K -774 -2%
IC
787
Inkwell Capital
Florida
$3.44M -$31.4K -320 -0.9%
Bleakley Financial Group
788
Bleakley Financial Group
New Jersey
$3.39M +$146K +1,489 +4%
CBT
789
Central Bank & Trust
Kentucky
$3.39M -$56.2K -573 -2%
AC
790
Annandale Capital
Texas
$3.37M – – –
LW
791
Linscomb Wealth
Texas
$3.37M -$1.01M -10,264 -22%
ECM
792
Everence Capital Management
Indiana
$3.36M – – –
RCA
793
Resonant Capital Advisors
Wisconsin
$3.35M +$121K +1,233 +4%
Moneta Group Investment Advisors
794
Moneta Group Investment Advisors
Missouri
$3.34M +$26.2K +267 +0.8%
Brown Brothers Harriman & Co
795
Brown Brothers Harriman & Co
New York
$3.34M +$1.24M +12,678 +55%
CIP
796
Convergence Investment Partners
Florida
$3.32M +$975K +9,937 +39%
SWP
797
Strategic Wealth Partners
Ohio
$3.29M +$591K +6,031 +21%
CSM Advisors
798
CSM Advisors
Pennsylvania
$3.28M +$3.42M +34,879 New
WB
799
Webster Bank
Connecticut
$3.28M +$21.1K +215 +0.6%
NO
800
Ninety One
South Africa
$3.27M +$1.43M +14,606 +70%