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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
GPA
876
Garrison Point Advisors
California
$531K
QCM
877
Quest Capital Management
Texas
$527K +$55.8K +788 +12%
CA
878
Clearstead Advisors
Ohio
$526K +$8.63K +122 +2%
PWAG
879
Polaris Wealth Advisory Group
California
$524K -$15.6K -220 -3%
WA
880
Waddell & Associates
Tennessee
$520K +$505K +7,136 New
ATPW
881
Ashton Thomas Private Wealth
Arizona
$518K
Parallax Volatility Advisers
882
Parallax Volatility Advisers
California
$511K -$4.94M -69,862 -91%
OIA
883
OneDigital Investment Advisors
Kansas
$511K +$207K +2,918 +71%
IAM
884
Iridian Asset Management
Connecticut
$510K -$192K -2,710 -28%
DIA
885
Davidson Investment Advisors
Montana
$508K -$44.2K -625 -8%
GC
886
GFG Capital
Florida
$507K
BWM
887
Buckley Wealth Management
Nevada
$506K -$14.4K -204 -3%
FMLI
888
Fukoku Mutual Life Insurance
Japan
$506K
RIL
889
Rothschild Investment LLC
Illinois
$504K -$1.7K -24 -0.3%
GWM
890
GSB Wealth Management
Connecticut
$503K +$489K +6,910 New
Edgewood Management
891
Edgewood Management
Connecticut
$502K
NB
892
Nicolet Bankshares
Wisconsin
$501K -$4.67K -66 -1%
SSWM
893
Sheets Smith Wealth Management
North Carolina
$496K +$71 +1 +0%
Belvedere Trading
894
Belvedere Trading
Illinois
$496K +$516K +7,295 New
PMFA
895
Plante Moran Financial Advisors
Michigan
$495K +$136K +1,922 +39%
SG
896
Stonnington Group
California
$489K
HCM
897
Hollencrest Capital Management
California
$487K
BDF
898
Balasa Dinverno & Foltz
$480K +$4.81K +68 +1%
SHGA
899
Sand Hill Global Advisors
California
$480K +$41K +579 +10%
SWA
900
Stratos Wealth Advisors
Ohio
$477K -$172K -2,434 -27%