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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IGAM
901
iA Global Asset Management
Quebec, Canada
$1.12M +$1.23M +20,324 New
UIA
902
Ulland Investment Advisors
Minnesota
$1.11M +$1M +16,615 +450%
DWM
903
Dakota Wealth Management
Florida
$1.11M -$222K -3,678 -15%
GAG
904
GM Advisory Group
New York
$1.11M +$586K +9,700 +92%
MC
905
Moors & Cabot
Massachusetts
$1.11M -$75.8K -1,254 -6%
SDIC
906
South Dakota Investment Council
South Dakota
$1.1M -$72.5K -1,200 -6%
PVI
907
Pine Valley Investments
New Jersey
$1.1M -$39.9K -661 -3%
GA
908
Greenhaven Associates
New York
$1.1M – – –
WF
909
WoodTrust Financial
Wisconsin
$1.1M +$37.2K +616 +3%
HCM
910
Hall Capital Management
Rhode Island
$1.1M +$56.4K +933 +5%
GS
911
GTS Securities
Florida
$1.09M +$1.21M +19,939 New
WA
912
Wealth Alliance
New York
$1.09M +$148K +2,453 +14%
CPRC
913
Consolidated Portfolio Review Corp
New York
$1.09M +$20.5K +339 +2%
AIM
914
Aspen Investment Management
Michigan
$1.09M -$3.57K -59 -0.3%
RWA
915
Roberts Wealth Advisors
California
$1.09M +$24K +397 +2%
CF
916
Centaurus Financial
California
$1.08M -$150K -2,486 -11%
AWM
917
Avitas Wealth Management
California
$1.08M -$758K -12,550 -39%
SWP
918
Strategic Wealth Partners
Ohio
$1.08M -$42.1K -697 -3%
EWA
919
EverSource Wealth Advisors
Alabama
$1.07M -$1.03K -17 -0.1%
JLBC
920
J.L. Bainbridge & Co
Florida
$1.07M +$824K +13,627 +233%
FSA
921
Franklin Street Advisors
North Carolina
$1.07M – – –
CGA
922
Crescent Grove Advisors
Illinois
$1.06M -$111K -1,841 -9%
CC
923
Copperleaf Capital
North Carolina
$1.06M -$122K -2,017 -9%
ONB
924
Old National Bancorp
Indiana
$1.06M -$8.7K -144 -0.7%
GAMC
925
Garner Asset Management Corp
Texas
$1.05M -$103K -1,699 -8%
35 36
37
38 39