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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
801
HBK Sorce Advisory
Pennsylvania
$1.93M +$31.1K +472 +2%
HNB
802
Huntington National Bank
Ohio
$1.93M +$37.3K +566 +2%
HR
803
Howe & Rusling
New York
$1.92M -$4.61M -70,031 -73%
AL
804
Aspiriant LLC
California
$1.91M -$10.3K -156 -0.6%
PAM
805
Palisade Asset Management
Minnesota
$1.9M +$13.8K +210 +0.8%
BA
806
Bridgewater Associates
Connecticut
$1.89M -$11.1M -168,189 -87%
CWA
807
Canvas Wealth Advisors
Kansas
$1.89M -$283K -4,293 -14%
BFG
808
Bleakley Financial Group
New Jersey
$1.89M -$588K -8,931 -25%
HWM
809
HB Wealth Management
Georgia
$1.89M +$212K +3,224 +14%
VVP
810
Venture Visionary Partners
Ohio
$1.89M +$72.6K +1,103 +4%
SW
811
Simplicity Wealth
New Jersey
$1.89M +$1.72M +26,067 New
SIC
812
Salem Investment Counselors
North Carolina
$1.88M -$31.3K -475 -2%
PAM
813
Panagora Asset Management
Massachusetts
$1.88M -$3.03K -46 -0.2%
GAM
814
Gotham Asset Management
New York
$1.88M +$38.6K +586 +2%
CCWM
815
Correct Capital Wealth Management
Missouri
$1.88M +$311K +4,722 +22%
DEA
816
DoubleLine ETF Adviser
Florida
$1.88M +$64.7K +983 +4%
FIA
817
Foundations Investment Advisors
Arizona
$1.87M +$52.4K +795 +3%
BG
818
Bollard Group
Massachusetts
$1.84M – – –
TAM
819
Tealwood Asset Management
Minnesota
$1.84M -$856 -13 -0.1%
WC
820
Wynn Capital
Georgia
$1.84M -$18.4K -280 -1%
WP
821
WealthShield Partners
North Carolina
$1.84M -$333K -5,053 -17%
EWM
822
EPG Wealth Management
Georgia
$1.83M +$34.1K +518 +2%
IFU
823
iSAM Funds (UK)
United Kingdom
$1.83M +$1.67M +25,355 New
JF
824
Jump Financial
Illinois
$1.83M +$1.67M +25,295 New
HI
825
Horizon Investments
North Carolina
$1.83M +$6.78K +103 +0.4%
31 32
33
34 35