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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
NI
926
Nuance Investments
Missouri
$957K +$109K +1,406 +14%
AF
927
Allworth Financial
California
$956K -$588K -7,579 -40%
OPCM
928
Osborne Partners Capital Management
California
$951K -$114K -1,475 -11%
Squarepoint
929
Squarepoint
New York
$948K +$884K +11,391 New
CYG
930
Clean Yield Group
Vermont
$943K -$24.4K -314 -3%
SIC
931
Salem Investment Counselors
North Carolina
$943K -$2.17K -28 -0.2%
WWM
932
Western Wealth Management
Colorado
$942K -$1.05M -13,584 -55%
HWA
933
HCR Wealth Advisors
California
$938K -$35K -451 -4%
GT
934
Glenview Trust
Kentucky
$935K +$74.8K +964 +9%
AT
935
Arden Trust
Delaware
$931K -$66.1K -852 -7%
FM
936
Family Management
New York
$922K
LWM
937
Lodestone Wealth Management
Washington
$921K +$858K +11,060 New
MFG
938
Monte Financial Group
Connecticut
$918K +$49.2K +634 +6%
VEA
939
Virtus ETF Advisers
New York
$915K +$17.2K +221 +2%
LWAM
940
Legacy Wealth Asset Management
Minnesota
$912K -$6.05K -78 -0.7%
HCA
941
Hyperion Capital Advisors
New York
$907K
1832 Asset Management
942
1832 Asset Management
Ontario, Canada
$902K -$10.8K -139 -1%
HR
943
Hardy Reed
Mississippi
$901K
FNBT
944
FineMark National Bank & Trust
Florida
$895K -$2.95K -38 -0.4%
SIM
945
Sentry Investment Management
Wisconsin
$890K +$42.8K +552 +5%
GIP
946
Greatmark Investment Partners
Georgia
$889K
SRC
947
Sage Rhino Capital
California
$886K +$9.62K +124 +1%
CA
948
Crumly & Associates
Illinois
$884K +$203K +2,610 +33%
CA
949
Capital Advantage
California
$884K +$9.31K +120 +1%
RIA
950
Realta Investment Advisors
Delaware
$883K -$8.23K -106 -1%