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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MYLI
851
Meiji Yasuda Life Insurance
Japan
$2.61M +$18.1K +198 +0.7%
WC
852
Wynn Capital
Georgia
$2.61M +$17.8K +195 +0.7%
FPAS
853
Focus Partners Advisor Solutions
Missouri
$2.61M +$864K +9,476 +50%
CCM
854
Coldstream Capital Management
Washington
$2.61M +$113K +1,244 +5%
NG
855
Norden Group
Utah
$2.61M +$126K +1,387 +5%
Vontobel Holding
856
Vontobel Holding
Switzerland
$2.6M -$930K -10,193 -27%
MCA
857
Martin Capital Advisors
Texas
$2.59M – – –
VDI
858
Vaughan David Investments
Illinois
$2.59M – – –
MVA
859
Mount Vernon Associates
Maryland
$2.58M -$164K -1,800 -6%
CC
860
Cypress Capital
Tennessee
$2.58M -$71.7K -786 -3%
VFA
861
Valeo Financial Advisors
Indiana
$2.58M -$37.1K -407 -1%
GI
862
GS Investments
Minnesota
$2.56M -$893K -9,787 -26%
GRP
863
Global Retirement Partners
California
$2.54M +$2.51M +27,556 New
RC
864
Roundview Capital
New Jersey
$2.53M -$1.14M -12,505 -31%
GBA
865
Garrison Bradford & Associates
New York
$2.52M – – –
FTWA
866
Fifth Third Wealth Advisors
Ohio
$2.52M -$139K -1,520 -5%
CTC
867
Cetera Trust Company
Minnesota
$2.52M -$2.28K -25 -0.1%
HCCM
868
Hudson Canyon Capital Management
New York
$2.5M -$83.3K -913 -3%
GSWM
869
Greenup Street Wealth Management
Michigan
$2.5M -$1.15M -12,648 -32%
RWA
870
Roberts Wealth Advisors
California
$2.5M +$65.8K +721 +3%
HSA
871
HBK Sorce Advisory
Pennsylvania
$2.5M -$9.85K -108 -0.5%
KA
872
Kozak & Associates
Colorado
$2.48M -$161K -1,762 -6%
CCWM
873
Correct Capital Wealth Management
Missouri
$2.48M -$127K -1,398 -5%
LAM
874
L2 Asset Management
Massachusetts
$2.47M -$132K -1,452 -5%
AWP
875
Ascent Wealth Partners
New York
$2.45M +$86.4K +947 +4%