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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
901
Cetera Advisor Networks
California
$436K -$10.6K -175 -3%
HCM
902
Hollencrest Capital Management
California
$436K
LP
903
LMR Partners
United Kingdom
$429K +$399K +6,578 New
PA
904
Parallel Advisors
California
$426K +$20.7K +342 +6%
BDF
905
Balasa Dinverno & Foltz
$425K -$23K -379 -5%
CPO
906
Cerity Partners OCIO
New York
$425K +$395K +6,516 New
Fiera Capital (Canada)
907
Fiera Capital (Canada)
Quebec, Canada
$424K -$23.2M -381,994 -98%
MMA
908
Miracle Mile Advisors
California
$424K
CWM
909
Concentric Wealth Management
California
$421K -$10.4K -172 -3%
QCM
910
Quest Capital Management
Texas
$420K -$164K -2,704 -30%
CAG
911
Csenge Advisory Group
Florida
$420K -$5.34K -88 -1%
NB
912
NBT Bank
New York
$419K -$40.9K -675 -10%
MCG
913
MACRO Consulting Group
New Jersey
$418K +$12.6K +207 +3%
NSB
914
Norway Savings Bank
Maine
$417K -$10.6K -175 -3%
Fayez Sarofim & Co
915
Fayez Sarofim & Co
Texas
$417K +$102K +1,684 +36%
TWA
916
TCI Wealth Advisors
Arizona
$416K -$624K -10,288 -62%
MYIA
917
Mount Yale Investment Advisors
Colorado
$413K +$29K +479 +8%
BPB
918
Badgley, Phelps & Bell
Washington
$409K -$50.1K -827 -12%
TF
919
Tompkins Financial
New York
$406K
KWM
920
Kingsview Wealth Management
Oregon
$405K +$25.6K +422 +7%
JLBC
921
J.L. Bainbridge & Co
Florida
$404K -$4.06K -67 -1%
EWM
922
Empirical Wealth Management
Washington
$403K -$136K -2,240 -27%
BCM
923
BTR Capital Management
California
$394K +$6.06K +100 +2%
SHGA
924
Sand Hill Global Advisors
California
$392K
FC
925
Fairpointe Capital
Illinois
$391K -$20.9M -344,400 -98%