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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
851
HBK Sorce Advisory
Pennsylvania
$2.52M +$37.3K +446 +2%
MAS
852
Meeder Advisory Services
Ohio
$2.49M +$339K +4,044 +17%
GC
853
Guggenheim Capital
Illinois
$2.46M +$105K +1,258 +5%
SFO
854
Stenger Family Office
Illinois
$2.44M +$2.07M +24,759 New
DTL
855
Dynamic Technology Lab
Singapore
$2.43M +$2.23M +26,610 New
EWM
856
EPG Wealth Management
Georgia
$2.39M +$34.2K +409 +2%
CF
857
Centaurus Financial
California
$2.39M -$57.9K -692 -3%
SAI
858
Savvy Advisors Inc
New York
$2.38M +$443K +5,293 +25%
CIA
859
Cape Investment Advisory
Georgia
$2.38M +$97.5K +1,165 +5%
FTWA
860
Fifth Third Wealth Advisors
Ohio
$2.37M +$11.1K +132 +0.5%
JWCA
861
J.W. Cole Advisors
Florida
$2.37M +$1.46M +17,470 +204%
SIC
862
Salem Investment Counselors
North Carolina
$2.36M +$419 +5 +0%
CAM
863
Columbia Asset Management
Michigan
$2.34M -$23.5K -281 -1%
AA
864
Ancora Advisors
Ohio
$2.34M -$185K -2,211 -8%
VNA
865
Valley National Advisers
Pennsylvania
$2.34M -$28.6K -342 -1%
RFC
866
Regions Financial Corp
Alabama
$2.33M +$886K +10,579 +71%
WG
867
Winton Group
United Kingdom
$2.31M +$701K +8,370 +49%
IAS
868
Investment Advisory Services
Texas
$2.31M -$9.21K -110 -0.4%
RA
869
RiverPark Advisors
New York
$2.3M +$842K +10,054 +66%
SWP
870
Strategic Wealth Partners
Ohio
$2.3M +$2.11M +25,238 New
NAS
871
Nicolet Advisory Services
Wisconsin
$2.3M +$175K +2,091 +10%
GP
872
Greenline Partners
New York
$2.29M +$61.1K +730 +3%
IIC
873
Integrated Investment Consultants
Michigan
$2.28M -$239K -2,854 -10%
JWA
874
JFS Wealth Advisors
Pennsylvania
$2.28M -$24.1K -288 -1%
MYLI
875
Meiji Yasuda Life Insurance
Japan
$2.27M -$55.8K -666 -3%
33 34
35
36 37