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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
ZCA
1001
Zeke Capital Advisors
Pennsylvania
$633K +$661K +7,516 New
CAG
1002
Csenge Advisory Group
Florida
$630K +$106K +1,201 +19%
AIM
1003
Athena Investment Management
California
$630K +$656K +7,458 New
FNBOH
1004
First National Bank of Hutchinson
Kansas
$630K +$657K +7,473 New
CPIG
1005
Chicago Partners Investment Group
Illinois
$624K -$4.93K -56 -0.6%
SHGA
1006
Sand Hill Global Advisors
California
$622K +$90.8K +1,032 +16%
CIA
1007
Choate Investment Advisors
Massachusetts
$619K -$6.6K -75 -1%
MS
1008
Maven Securities
Jersey
$615K +$642K +7,300 New
ALAM
1009
Asahi Life Asset Management
Japan
$613K -$66.9K -760 -9%
SPC
1010
Sigma Planning Corp
Michigan
$613K +$95.7K +1,088 +18%
IA
1011
IFG Advisory
Georgia
$612K -$843K -9,581 -57%
QCM
1012
Quantinno Capital Management
New York
$609K +$400K +4,549 +170%
OIM
1013
Orca Investment Management
Oregon
$607K
GPA
1014
Garrison Point Advisors
California
$606K -$9.24K -105 -1%
AIM
1015
Alphinity Investment Management
Australia
$604K +$630K +7,160 New
BP
1016
BBR Partners
New York
$602K -$10.8K -123 -2%
GC
1017
GFG Capital
Florida
$596K +$8.71K +99 +1%
Fiera Capital (Canada)
1018
Fiera Capital (Canada)
Quebec, Canada
$594K +$48.4K +550 +8%
BAM
1019
Belpointe Asset Management
Nevada
$593K -$87.2K -991 -12%
BDF
1020
Balasa Dinverno & Foltz
$590K +$35.6K +405 +6%
PAS
1021
Park Avenue Securities
New York
$585K +$162K +1,844 +36%
ZIG
1022
Zullo Investment Group
Pennsylvania
$584K +$51.3K +583 +9%
BIC
1023
Beach Investment Counsel
Pennsylvania
$584K +$104K +1,181 +21%
PMFA
1024
Plante Moran Financial Advisors
Michigan
$583K +$31.9K +363 +6%
JFGIW
1025
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$582K -$63.5K -722 -9%