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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
826
Stratos Wealth Advisors
Ohio
$436K +$372K +8,217 New
EMG
827
ETF Managers Group
New Jersey
$435K +$33.3K +736 +10%
ET
828
Equitable Trust
Tennessee
$432K
DIA
829
Davidson Investment Advisors
Montana
$430K -$11.3K -250 -3%
DLA
830
Douglas Lane & Associates
New York
$423K -$351K -7,743 -49%
BG
831
Bahl & Gaynor
Ohio
$422K +$20.7K +457 +6%
LWP
832
Lumature Wealth Partners
Georgia
$419K +$358K +7,898 New
QCG
833
Quadrant Capital Group
Ohio
$417K +$38.3K +845 +12%
CT
834
Coastline Trust
Rhode Island
$416K
W
835
WealthStone
Ohio
$415K -$226 -5 -0.1%
Marshall Wace
836
Marshall Wace
United Kingdom
$414K -$4.2M -92,696 -92%
AIP
837
Almanack Investment Partners
Pennsylvania
$413K +$353K +7,794 New
AMM
838
American Money Management
California
$407K -$3.41M -75,391 -91%
RC
839
RegentAtlantic Capital
New Jersey
$407K -$32.5K -718 -9%
LSAG
840
Lake Street Advisors Group
New Hampshire
$407K +$347K +7,669 New
BFA
841
Bragg Financial Advisors
North Carolina
$406K -$4.53K -100 -1%
BWM
842
Buckley Wealth Management
Nevada
$405K +$22.6K +500 +7%
LWAC
843
Laurel Wealth Advisors (California)
California
$404K -$1.09K -24 -0.3%
TI
844
Tidal Investments
Wisconsin
$404K +$345K +7,622 New
ACS
845
Archford Capital Strategies
Illinois
$401K +$226 +5 +0.1%
AA
846
ALPS Advisors
Colorado
$397K +$339K +7,479 New
PC
847
Port Capital
Illinois
$393K +$335K +7,407 New
PF
848
Phoenix Financial
Israel
$392K -$2.81M -61,960 -89%
NB
849
Nicolet Bankshares
Wisconsin
$390K
GPA
850
Garrison Point Advisors
California
$387K