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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CPO
851
Cerity Partners OCIO
New York
$654K +$104K +1,454 +19%
KPWS
852
Kestra Private Wealth Services
Texas
$652K +$60.8K +851 +10%
SLWA
853
San Luis Wealth Advisors
California
$646K +$633K +8,866 New
SMC
854
Smith, Moore & Co
Missouri
$644K -$102K -1,433 -14%
4WM
855
44 Wealth Management
Oregon
$634K -$3.71K -52 -0.6%
SHA
856
Seneca House Advisors
Virginia
$633K +$621K +8,691 New
CG
857
Cutler Group
California
$630K +$9.36K +131 +2%
DI
858
DAGCO Inc
Ohio
$623K
LA
859
Latitude Advisors
Florida
$618K +$312K +4,373 +106%
HI
860
Harbour Investments
Wisconsin
$617K -$5.71K -80 -0.9%
CAS
861
Cascadia Advisory Services
Oregon
$609K -$111K -1,554 -16%
FDS
862
First Dallas Securities
Texas
$605K -$350K -4,900 -37%
ACS
863
Archford Capital Strategies
Illinois
$605K +$63.8K +893 +12%
EN1L
864
Engine No 1 LLC
California
$589K +$235K +3,293 +69%
BFM
865
Boston Financial Management
Massachusetts
$587K
KFP
866
KB Financial Partners
New Jersey
$585K +$45.4K +636 +9%
CSS
867
Cubist Systematic Strategies
Connecticut
$584K -$9.9M -138,650 -95%
Edgewood Management
868
Edgewood Management
Connecticut
$580K +$75.7K +1,060 +15%
LWAC
869
Laurel Wealth Advisors (California)
California
$577K -$48.4K -678 -8%
CCM
870
Chilton Capital Management
Texas
$575K -$5.86K -82 -1%
AFG
871
Albion Financial Group
Utah
$569K
AIM
872
Axiom Investment Management
New York
$558K +$1.07K +15 +0.2%
BFA
873
Bragg Financial Advisors
North Carolina
$558K +$2.36K +33 +0.4%
SG
874
Stonnington Group
California
$557K
NICM
875
Neo Ivy Capital Management
New York
$557K +$1.18M +16,512 New