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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
801
Johnson Investment Counsel
Ohio
$3.24M -$79.9K -815 -2%
TCPW
802
Twin City Private Wealth
North Carolina
$3.21M +$82.6K +842 +3%
VSQM
803
V-Square Quantitative Management
Illinois
$3.21M -$51.5K -525 -2%
CWA
804
Crux Wealth Advisors
California
$3.21M -$43.2K -440 -1%
CIA
805
Choate Investment Advisors
Massachusetts
$3.2M +$7.26K +74 +0.2%
FAP
806
Financial Advisory Partners
Florida
$3.2M +$3.34M +34,041 New
MAS
807
Meeder Advisory Services
Ohio
$3.2M +$178K +1,811 +6%
CIA
808
Cascade Investment Advisors
Oregon
$3.19M -$25K -255 -0.7%
FDP
809
Financiere des Professionnels
Quebec, Canada
$3.17M -$19.8M -202,143 -86%
GGI
810
GPM Growth Investors
Michigan
$3.16M +$89.7K +915 +3%
QT
811
Quantbot Technologies
New York
$3.16M +$3.29M +33,573 New
CWM
812
Chemistry Wealth Management
New York
$3.15M +$981 +10 +0%
CPIG
813
Chicago Partners Investment Group
Illinois
$3.14M +$472K +4,811 +16%
LCM
814
Laurion Capital Management
New York
$3.12M +$3.26M +33,233 New
CAMG
815
CWA Asset Management Group
Florida
$3.11M +$117K +1,197 +4%
VT
816
Vise Technologies
New York
$3.11M – – –
CCP
817
Carmel Capital Partners
California
$3.09M -$187K -1,907 -5%
EMB
818
Elefante Mark B
$3.09M +$1.24M +12,654 +63%
SFO
819
Stenger Family Office
Illinois
$3.08M +$217K +2,212 +7%
GAG
820
GM Advisory Group
New York
$3.08M +$23.1K +236 +0.7%
AWA
821
Aaron Wealth Advisors
Illinois
$3.07M -$413K -4,206 -11%
GSEP
822
Golden State Equity Partners
California
$3.07M +$1.37M +14,014 +75%
S
823
SignatureFD
Georgia
$3.07M +$169K +1,727 +6%
DWM
824
Diversify Wealth Management
Utah
$3.06M +$2.79M +28,441 +555%
DLCIG
825
D.L. Carlson Investment Group
New Hampshire
$3.06M +$31.7K +323 +1%
31 32
33
34 35