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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
851
Buckingham Strategic Wealth
Missouri
$1.32M -$604 -10 -0%
1SB
852
1ST Source Bank
Indiana
$1.32M +$21.8K +361 +2%
II
853
Inspire Investing
Idaho
$1.32M +$413K +6,831 +40%
ACS
854
Archford Capital Strategies
Illinois
$1.31M +$1.63K +27 +0.1%
RPC
855
Rossmore Private Capital
Connecticut
$1.31M -$30K -497 -2%
IAA
856
Independent Advisor Alliance
North Carolina
$1.31M -$1.9M -31,379 -57%
JIR
857
James Investment Research
Ohio
$1.3M +$345K +5,706 +32%
TIAA Trust, National Association
858
TIAA Trust, National Association
North Carolina
$1.3M +$1.43M +23,617 New
TAM
859
Tealwood Asset Management
Minnesota
$1.29M +$405K +6,706 +40%
CCA
860
Covey Capital Advisors
Georgia
$1.29M -$121K -2,000 -8%
AWM
861
Avior Wealth Management
Nebraska
$1.28M -$8.4K -139 -0.6%
CTA
862
Chesley Taft & Associates
Illinois
$1.28M -$14.8K -245 -1%
HWM
863
HB Wealth Management
Georgia
$1.28M +$49.7K +823 +4%
BPCA
864
Bank Pictet & Cie (Asia)
Singapore
$1.27M
BOH
865
Bank of Hawaii
Hawaii
$1.27M +$12.1K +200 +0.9%
FA
866
FDx Advisors
Illinois
$1.26M -$690K -11,411 -33%
DEA
867
DoubleLine ETF Adviser
Florida
$1.26M +$85.2K +1,409 +7%
WBCM
868
Wilson & Boucher Capital Management
California
$1.26M
HCA
869
Harbor Capital Advisors
Illinois
$1.26M
EWM
870
EPG Wealth Management
Georgia
$1.25M +$169K +2,796 +14%
WTC
871
WhitTier Trust Company
Nevada
$1.24M -$63.6K -1,052 -4%
GIP
872
Granite Investment Partners
California
$1.24M -$60.4K -1,000 -4%
PFGIA
873
Patriot Financial Group Insurance Agency
Massachusetts
$1.24M +$459K +7,597 +51%
RC
874
RBF Capital
California
$1.24M
MYIA
875
Mount Yale Investment Advisors
Colorado
$1.22M -$19.4K -321 -1%