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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
801
Violich Capital Management
California
$795K +$94.6K +1,325 +14%
HCA
802
Hyperion Capital Advisors
New York
$794K
IMC Chicago
803
IMC Chicago
Illinois
$793K +$777K +10,883 New
HI
804
Horizon Investments
North Carolina
$791K -$16.8K -235 -2%
HR
805
Hardy Reed
Mississippi
$789K -$28.9K -405 -4%
PIMG
806
Patriot Investment Management Group
Tennessee
$787K +$11.1K +155 +1%
PMG
807
ProVise Management Group
Florida
$787K +$219K +3,069 +40%
AWA
808
Arkadios Wealth Advisors
Georgia
$786K -$38.2K -535 -5%
OPCM
809
Osborne Partners Capital Management
California
$782K -$20.5K -287 -3%
KJWM
810
Kiley Juergens Wealth Management
Washington
$780K -$35.4K -496 -4%
FMBTD
811
First Midwest Bank Trust Division
Illinois
$778K +$47.5K +665 +7%
AIA
812
Avalon Investment & Advisory
Texas
$763K -$298K -4,174 -28%
LWM
813
Loveless Wealth Management
Montana
$755K +$24.6K +345 +3%
EMG
814
ETF Managers Group
New Jersey
$755K +$60.7K +850 +9%
Federated Hermes
815
Federated Hermes
Pennsylvania
$753K -$1.22M -17,108 -62%
SFG
816
SNS Financial Group
Minnesota
$743K +$286 +4 +0%
GIP
817
Greatmark Investment Partners
Georgia
$736K
LGA
818
Lebenthal Global Advisors
New York
$736K +$11.1K +156 +2%
WANY
819
Wealthspire Advisors (New York)
New York
$736K +$255K +3,576 +55%
CWA
820
Canvas Wealth Advisors
Kansas
$735K -$30.7K -430 -4%
BP
821
Ballentine Partners
Massachusetts
$733K +$4.43K +62 +0.6%
IA
822
IFP Advisors
Florida
$733K +$164K +2,302 +30%
KA
823
Kovack Advisors
Florida
$732K +$718K +10,048 New
MAM
824
Morse Asset Management
Connecticut
$728K -$143K -2,000 -17%
CAG
825
Compass Advisory Group
New York
$728K +$714K +10,000 New