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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TWC
1051
TD Waterhouse Canada
Ontario, Canada
$1.5M -$673K -7,384 -32%
DWM
1052
Dynasty Wealth Management
Florida
$1.5M -$322K -3,530 -18%
PDL
1053
Portfolio Design Labs
California
$1.48M +$129K +1,416 +10%
IIC
1054
Integrated Investment Consultants
Michigan
$1.48M -$56K -614 -4%
I
1055
InceptionR
California
$1.48M +$702K +7,693 +92%
MCM
1056
Mainstream Capital Management
California
$1.48M -$60.5K -663 -4%
NO
1057
Ninety One
South Africa
$1.48M -$1.77M -19,363 -55%
LA
1058
LBP AM
France
$1.48M +$112K +1,223 +8%
FC
1059
Fusion Capital
South Carolina
$1.47M +$59.8K +656 +4%
MWP
1060
Meriwether Wealth & Planning
Louisiana
$1.46M +$16.8K +184 +1%
AWM
1061
Avior Wealth Management
Nebraska
$1.46M -$72.1K -791 -5%
RPGK
1062
Retirement Planning Group (Kansas)
Kansas
$1.46M -$104K -1,137 -7%
GAMC
1063
Garner Asset Management Corp
Texas
$1.45M +$144K +1,578 +11%
ACGA
1064
Atlanta Consulting Group Advisors
Georgia
$1.44M +$1.43M +15,629 New
JLBC
1065
J.L. Bainbridge & Co
Florida
$1.44M +$912 +10 +0.1%
Capstone Investment Advisors
1066
Capstone Investment Advisors
New York
$1.44M -$1.29M -14,185 -48%
CI
1067
Cigna Investments
Connecticut
$1.43M -$34.3K -376 -2%
CC
1068
Chicago Capital
Illinois
$1.43M -$182 -2 -0%
BTI
1069
Blue Trust Inc
Georgia
$1.43M +$135K +1,480 +11%
MA
1070
MCF Advisors
Kentucky
$1.43M -$14.2K -156 -1%
PP
1071
Postrock Partners
Oregon
$1.43M +$33.4K +366 +2%
EFG
1072
Everest Financial Group
Minnesota
$1.42M -$4.38K -48 -0.3%
TFA
1073
Tranquilli Financial Advisor
New Jersey
$1.41M -$1.09K -12 -0.1%
PFA
1074
Pure Financial Advisors
California
$1.41M -$23K -252 -2%
WA
1075
Wealth Alliance
New York
$1.41M -$182K -1,998 -12%