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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BPCE
976
Bank Pictet & Cie (Europe)
Germany
$1.73M +$6.45K +68 +0.4%
CAM
977
Cidel Asset Management
Ontario, Canada
$1.72M -$25.5K -269 -1%
AC
978
Arjuna Capital
North Carolina
$1.72M +$10.9K +115 +0.6%
LFA
979
Legacy Financial Advisors
Kentucky
$1.72M -$58.5K -616 -3%
WWM
980
Wolff Wiese Magana
California
$1.71M +$74.3K +783 +5%
DWM
981
Dynasty Wealth Management
Florida
$1.7M +$844K +8,891 +100%
CC
982
Cypress Capital
Tennessee
$1.69M +$1.68M +17,692 New
MWC
983
MBM Wealth Consultants
Missouri
$1.67M -$759 -8 -0%
DFCM
984
Dark Forest Capital Management
Puerto Rico
$1.66M -$5.3M -55,843 -76%
WPC
985
Wedmont Private Capital
Pennsylvania
$1.65M +$61.5K +648 +4%
CA
986
Commerzbank Aktiengesellschaft
Germany
$1.65M – – –
MWP
987
Meriwether Wealth & Planning
Louisiana
$1.65M -$6.83K -72 -0.4%
TAM
988
Trust Asset Management
Texas
$1.65M – – –
HPC
989
HM Payson & Co
Maine
$1.65M -$51.1K -538 -3%
FCBT
990
First Citizens Bank & Trust
North Carolina
$1.64M -$57K -601 -3%
PWA
991
Providence Wealth Advisors
Illinois
$1.64M +$27.8K +293 +2%
MYIA
992
Mount Yale Investment Advisors
Colorado
$1.63M -$1.56M -16,408 -49%
JSL
993
JT Stratford LLC
Georgia
$1.63M +$278K +2,933 +21%
NME
994
Notis-McConarty Edward
$1.63M +$489K +5,155 +43%
LCM
995
Landscape Capital Management
New Jersey
$1.63M +$1.62M +17,048 New
AG
996
AIA Group
Hong Kong
$1.63M +$589K +6,210 +57%
JFGIW
997
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.62M +$670K +7,063 +71%
MCM
998
Mainstream Capital Management
California
$1.62M +$27.6K +291 +2%
RCM
999
RMR Capital Management
California
$1.61M – – –
EWA
1000
EverSource Wealth Advisors
Alabama
$1.61M +$30.9K +326 +2%
38 39
40
41 42