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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MBT
951
Montecito Bank & Trust
California
$1.23M -$74.5K -1,008 -6%
RIA
952
Realta Investment Advisors
Delaware
$1.23M +$74.2K +1,004 +6%
TF
953
TLWM Financial
Texas
$1.23M +$23.5K +318 +2%
BSG
954
Black Swift Group
Colorado
$1.22M +$1.22M +16,500 New
AI
955
AXS Investments
New York
$1.21M -$148K -2,002 -11%
FFG
956
Frisch Financial Group
New York
$1.21M -$30.9K -418 -2%
PWA
957
Providence Wealth Advisors
Illinois
$1.2M +$36.3K +491 +3%
CGH
958
CMG Global Holdings
Texas
$1.19M +$3.47K +47 +0.3%
Verition Fund Management
959
Verition Fund Management
Connecticut
$1.19M -$650K -8,793 -35%
SC
960
Savant Capital
Illinois
$1.19M +$317K +4,297 +36%
BLC
961
Brown, Lisle/Cummings
Rhode Island
$1.18M
ONB
962
Old National Bancorp
Indiana
$1.18M -$321K -4,352 -21%
FFL
963
Future Fund LLC
Illinois
$1.18M +$835K +11,300 +240%
JSL
964
JT Stratford LLC
Georgia
$1.17M +$158K +2,137 +16%
PD
965
Point72 (DIFC)
United Arab Emirates
$1.17M +$1.17M +15,813 New
MIM
966
Morningstar Investment Management
Illinois
$1.16M -$231K -3,127 -17%
DJSG
967
D.J. St. Germain
Massachusetts
$1.16M -$19.7K -267 -2%
WC
968
Waterloo Capital
Texas
$1.16M +$181K +2,456 +18%
AWM
969
Aviso Wealth Management
Washington
$1.16M -$90.9K -1,230 -7%
AIP
970
Ameritas Investment Partners
Nebraska
$1.16M -$28.6K -387 -2%
NAS
971
Nicolet Advisory Services
Wisconsin
$1.16M +$122K +1,646 +12%
FTWA
972
Fifth Third Wealth Advisors
Ohio
$1.15M +$1.16M +15,673 New
CPRC
973
Consolidated Portfolio Review Corp
New York
$1.15M +$54.1K +732 +5%
LGA
974
Lebenthal Global Advisors
New York
$1.15M +$73.9K +1,001 +7%
MWC
975
MBM Wealth Consultants
Missouri
$1.15M -$34.3K -464 -3%