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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
926
Stephens Inc
Arkansas
$2.33M -$19.7K -208 -0.9%
M1FG
927
Mach-1 Financial Group
Arkansas
$2.32M +$2.2M +23,198 New
AWM
928
Aviso Wealth Management
Washington
$2.31M +$238K +2,510 +12%
OIS
929
Okabena Investment Services
Minnesota
$2.31M +$1.43M +15,109 +189%
CAU
930
Caxton Associates (UK)
$2.31M +$1.81M +19,085 +474%
IC
931
IKE Capital
New York
$2.3M +$2.18M +22,974 New
NS
932
NBC Securities
Alabama
$2.29M +$1.12M +11,857 +107%
RWA
933
Roberts Wealth Advisors
California
$2.29M +$9.96K +105 +0.5%
RA
934
RiverPark Advisors
New York
$2.29M -$222K -2,341 -9%
BIG
935
Brooklyn Investment Group
New York
$2.28M +$745K +7,848 +53%
BBHC
936
Brown Brothers Harriman & Co
New York
$2.28M +$723K +7,616 +50%
1SB
937
1ST Source Bank
Indiana
$2.28M -$48.2K -508 -2%
TAM
938
Tealwood Asset Management
Minnesota
$2.28M -$49K -517 -2%
SC
939
Savant Capital
Illinois
$2.28M +$43.2K +455 +2%
LAM
940
LOM Asset Management
$2.28M +$80.6K +850 +4%
ACI
941
Alpha Cubed Investments
California
$2.27M -$281K -2,961 -12%
WAM
942
Weiss Asset Management
Massachusetts
$2.26M -$48.1K -507 -2%
DIS
943
Diversified Investment Strategies
Louisiana
$2.26M -$45.1K -475 -2%
SA
944
SPWM Advisors
Michigan
$2.26M +$2.14M +22,605 New
LAM
945
L2 Asset Management
Massachusetts
$2.25M +$1.37M +14,472 +179%
WWM
946
Wolff Wiese Magana
California
$2.25M +$435K +4,586 +26%
CIC
947
Cornercap Investment Counsel
Georgia
$2.23M -$28.8K -304 -1%
DFCM
948
Dark Forest Capital Management
Puerto Rico
$2.21M +$452K +4,763 +27%
LGA
949
Lebenthal Global Advisors
New York
$2.21M +$213K +2,241 +11%
DAS
950
Dynamic Advisor Solutions
Arizona
$2.2M -$224K -2,366 -10%
36 37
38
39 40