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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
901
Kingsview Wealth Management
Oregon
$765K +$140K +1,727 +23%
CAM
902
Cozad Asset Management
Illinois
$762K -$71.2K -880 -9%
SSG
903
Summit Securities Group
New York
$753K +$725K +8,958 New
SM
904
Sciencast Management
New Jersey
$751K +$119K +1,470 +21%
MMC
905
Mizuho Markets Cayman
Cayman Islands
$751K +$148K +1,825 +26%
EF
906
Empowered Funds
Pennsylvania
$751K +$722K +8,929 New
National Bank of Canada
907
National Bank of Canada
Quebec, Canada
$747K +$719K +8,885 New
MWA
908
Monograph Wealth Advisors
California
$741K +$713K +8,813 New
RP
909
Riverwater Partners
Wisconsin
$741K +$713K +8,813 New
FMLI
910
Fukoku Mutual Life Insurance
Japan
$736K -$1.03M -12,690 -59%
ACS
911
Archford Capital Strategies
Illinois
$735K +$35.9K +444 +5%
FRM
912
Fox Run Management
Connecticut
$735K +$707K +8,741 New
ACM
913
Absolute Capital Management
Pennsylvania
$732K +$704K +8,700 New
MP
914
McDonald Partners
Ohio
$732K +$704K +8,700 New
GT
915
Glenview Trust
Kentucky
$729K +$445K +5,500 +174%
4WM
916
44 Wealth Management
Oregon
$724K -$8.09K -100 -1%
ER
917
Enlightenment Research
Florida
$723K +$154K +1,900 +28%
B
918
Barings
North Carolina
$708K +$123K +1,519 +22%
DI
919
DAGCO Inc
Ohio
$696K -$21.8K -270 -3%
AAS
920
Avantax Advisory Services
Texas
$694K +$199K +2,466 +43%
AWM
921
Apollon Wealth Management
South Carolina
$691K +$168K +2,081 +34%
WP
922
WealthSource Partners
California
$691K +$232K +2,870 +54%
BCM
923
Brookstone Capital Management
Illinois
$679K +$599K +7,400 New
BFM
924
Boston Financial Management
Massachusetts
$677K
CSS
925
Cubist Systematic Strategies
Connecticut
$676K +$1.62K +20 +0.2%