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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
876
Verition Fund Management
Connecticut
$223K +$242K +4,360 New
SGAM
877
Steinberg Global Asset Management
Florida
$221K +$24.9K +449 +12%
CFG
878
CKW Financial Group
Hawaii
$220K -$27.7K -500 -10%
Lido Advisors
879
Lido Advisors
California
$220K -$5.87K -106 -2%
BBA
880
BLB&B Advisors
Pennsylvania
$219K
BCM
881
Boltwood Capital Management
California
$217K +$236K +4,266 New
MC
882
Moors & Cabot
Massachusetts
$215K -$10.1K -182 -4%
PAM
883
Peak Asset Management
Colorado
$215K -$6.26K -113 -3%
VST
884
Van Strum & Towne
California
$215K
VDI
885
Vaughan David Investments
Illinois
$215K
CCP
886
Corient Capital Partners
California
$212K +$229K +4,142 New
RFA
887
Reilly Financial Advisors
California
$211K
CGI
888
CI Global Investments
California
$210K -$47.2K -853 -17%
1WA
889
180 Wealth Advisors
Washington
$210K -$1.66K -30 -0.7%
SWA
890
SFMG Wealth Advisors
Texas
$210K +$228K +4,118 New
FCMT
891
Founders Capital Management (Texas)
Texas
$207K
CAW
892
Cornerstone Advisors (Washington)
Washington
$205K -$6.37K -115 -3%
SWA
893
Sutton Wealth Advisors
Florida
$203K
LFAS
894
Level Four Advisory Services
Texas
$203K +$5.82K +105 +3%
CPH
895
C Partners Holding
Switzerland
$201K -$13K -235 -6%
LBG
896
Lloyds Banking Group
United Kingdom
$201K -$3.32K -60 -1%
Acadian Asset Management
897
Acadian Asset Management
Massachusetts
$201K
FANJ
898
Financial Architects (New Jersey)
New Jersey
$194K +$1.55K +28 +0.7%
YWP
899
YorkBridge Wealth Partners
New York
$194K +$18.9K +341 +10%
MWM
900
Mascoma Wealth Management
New Hampshire
$187K