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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
801
Gotham Asset Management
New York
$1.93M +$16K +217 +0.8%
PAM
802
Palisade Asset Management
Minnesota
$1.93M -$9.23K -125 -0.5%
WC
803
Wynn Capital
Georgia
$1.91M +$39.9K +540 +2%
SRA
804
Secured Retirement Advisors
Minnesota
$1.91M +$167K +2,254 +10%
AL
805
Aspiriant LLC
California
$1.9M -$42K -568 -2%
FPGT
806
Financial Partners Group (Tennessee)
Tennessee
$1.89M -$674K -9,122 -26%
NERM
807
New England Research & Management
Illinois
$1.89M -$556K -7,530 -23%
SAM
808
Silvercrest Asset Management
New York
$1.88M -$685K -9,278 -27%
CRI
809
Commonwealth Retirement Investments
Virginia
$1.86M +$1.86M +25,233 New
OIAM
810
OFI Invest Asset Management
France
$1.86M +$2M +27,025 New
IIM
811
INTECH Investment Management
Florida
$1.86M +$325K +4,395 +21%
VA
812
Vident Advisory
Georgia
$1.86M +$152K +2,064 +9%
GVAG
813
Great Valley Advisor Group
Delaware
$1.85M +$130K +1,758 +8%
RCM
814
RMR Capital Management
California
$1.85M -$212K -2,870 -10%
CIA
815
Cape Investment Advisory
Georgia
$1.85M -$8.57K -116 -0.5%
IR
816
IAT Reinsurance
New York
$1.84M – – –
WP
817
Waycross Partners
Kentucky
$1.84M – – –
DEA
818
DoubleLine ETF Adviser
Florida
$1.84M -$69.4K -939 -4%
BRWA
819
B. Riley Wealth Advisors
Florida
$1.84M -$1.11M -14,997 -38%
CAM
820
Columbia Asset Management
Michigan
$1.84M +$545K +7,378 +42%
MFG
821
MidWestOne Financial Group
Iowa
$1.83M -$408K -5,518 -18%
CCP
822
Carmel Capital Partners
California
$1.83M +$59.6K +807 +3%
GBA
823
Garrison Bradford & Associates
New York
$1.83M +$5.76K +78 +0.3%
SAG
824
SageView Advisory Group
California
$1.82M +$1.83M +24,747 New
BF
825
BOK Financial
Oklahoma
$1.82M +$344K +4,652 +23%
31 32
33
34 35