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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GBA
801
Garrison Bradford & Associates
New York
$1.59M -$12.7K -194 -0.8%
CHC
802
City Holding Co
West Virginia
$1.59M -$366K -5,572 -19%
FPWM
803
FSB Premier Wealth Management
Iowa
$1.58M +$384K +5,841 +31%
FNA
804
First National Advisers
Nebraska
$1.58M -$3.61K -55 -0.2%
AGWCA
805
Annis Gardner Whiting Capital Advisors
Florida
$1.58M -$2.63K -40 -0.2%
GP
806
Greenline Partners
New York
$1.58M – – –
SWMG
807
Signature Wealth Management Group
Georgia
$1.58M +$8.41K +128 +0.5%
BG
808
Bollard Group
Massachusetts
$1.57M – – –
PWW
809
Pettyjohn Wood & White
Virginia
$1.56M +$100K +1,525 +7%
MC
810
Moors & Cabot
Massachusetts
$1.56M +$69.2K +1,053 +5%
AF
811
Ally Financial
Michigan
$1.56M +$1.58M +24,000 New
BF
812
BOK Financial
Oklahoma
$1.55M -$15.6K -237 -1%
S
813
SignatureFD
Georgia
$1.55M -$150K -2,288 -9%
PAS
814
Park Avenue Securities
New York
$1.54M -$277K -4,213 -15%
1SB
815
1ST Source Bank
Indiana
$1.54M -$39.9K -608 -2%
VSQM
816
V-Square Quantitative Management
Illinois
$1.54M +$284K +4,322 +22%
RC
817
RBF Capital
California
$1.53M – – –
VIM
818
VELA Investment Management
Ohio
$1.53M +$20.6K +313 +1%
AWP
819
Ascent Wealth Partners
New York
$1.53M +$14.3K +218 +0.9%
FIA
820
Foundations Investment Advisors
Arizona
$1.52M +$77.9K +1,186 +5%
DEA
821
DoubleLine ETF Adviser
Florida
$1.52M -$95.5K -1,454 -6%
AWM
822
Avitas Wealth Management
California
$1.52M -$3.09K -47 -0.2%
SWP
823
Strategic Wealth Partners
Ohio
$1.52M -$3.28M -49,883 -68%
PVI
824
Pine Valley Investments
New Jersey
$1.51M +$79.7K +1,214 +5%
CCA
825
Covey Capital Advisors
Georgia
$1.51M -$39.9K -607 -3%
31 32
33
34 35