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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
VSQM
801
V-Square Quantitative Management
Illinois
$3.46M +$76.3K +804 +2%
WB
802
Webster Bank
Connecticut
$3.46M +$27.7K +292 +0.8%
BFG
803
Bleakley Financial Group
New Jersey
$3.46M +$540K +5,695 +20%
CWA
804
Crux Wealth Advisors
California
$3.45M -$10.2K -108 -0.3%
RCA
805
Resonant Capital Advisors
Wisconsin
$3.44M +$59.7K +629 +2%
GAM
806
Groupama Asset Management
France
$3.43M -$327K -3,443 -9%
CIA
807
Cascade Investment Advisors
Oregon
$3.41M -$136K -1,430 -4%
IA
808
IFG Advisory
Georgia
$3.4M +$26.9K +284 +0.8%
CIA
809
Choate Investment Advisors
Massachusetts
$3.4M -$61.2K -645 -2%
GCP
810
Gill Capital Partners
Colorado
$3.36M -$37.5K -395 -1%
MC
811
Machina Capital
France
$3.36M +$1.39M +14,689 +78%
CWM
812
Chemistry Wealth Management
New York
$3.35M +$7.12K +75 +0.2%
TCPW
813
Twin City Private Wealth
North Carolina
$3.33M +$157K +1,659 +5%
AAP
814
Arax Advisory Partners
Colorado
$3.32M -$12.4M -131,232 -80%
HA
815
Harfst & Associates
Wyoming
$3.29M -$71.7K -756 -2%
CSP
816
Cary Street Partners
Virginia
$3.29M +$31.6K +333 +1%
CIA
817
Concurrent Investment Advisors
Florida
$3.29M +$1.24M +13,048 +66%
SAI
818
Savvy Advisors Inc
New York
$3.28M +$461K +4,862 +17%
WIA
819
Westview Investment Advisors
Vermont
$3.28M +$3.11M +32,793 New
GGI
820
GPM Growth Investors
Michigan
$3.27M -$89.2K -940 -3%
FWM
821
Finer Wealth Management
Massachusetts
$3.27M +$66.2K +698 +2%
CWM
822
Compass Wealth Management
Connecticut
$3.26M -$67.9K -716 -2%
GAG
823
GM Advisory Group
New York
$3.25M -$243K -2,561 -7%
MA
824
Modus Advisors
Minnesota
$3.23M -$1.43M -15,084 -32%
MAS
825
Meeder Advisory Services
Ohio
$3.22M +$192K +2,025 +7%
31 32
33
34 35