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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
1051
Moneta Group Investment Advisors
Missouri
$412K +$209K +3,034 +87%
Fiera Capital (Canada)
1052
Fiera Capital (Canada)
Quebec, Canada
$411K -$37.9K -550 -8%
RFN
1053
RDA Financial Network
Iowa
$410K +$156K +2,256 +53%
AIP
1054
Almanack Investment Partners
Pennsylvania
$410K +$213K +3,091 +91%
SG
1055
StoneX Group
New York
$407K +$264K +3,835 +147%
RWM
1056
Ritholtz Wealth Management
New York
$405K +$52.5K +761 +13%
ACM
1057
Advisors Capital Management
New Jersey
$404K -$14.1K -204 -3%
GCP
1058
GSA Capital Partners
United Kingdom
$403K -$638K -9,256 -59%
SHGA
1059
Sand Hill Global Advisors
California
$402K -$69.9K -1,013 -14%
RWB
1060
RMR Wealth Builders
New Jersey
$401K +$13.4K +195 +3%
SXL
1061
Summit X LLC
Missouri
$399K +$247K +3,584 +130%
PAI
1062
Pittenger & Anderson Inc
Nebraska
$397K -$41.3K -599 -9%
WI
1063
Wintrust Investments
Illinois
$397K +$12.2K +177 +3%
TCA
1064
Transcend Capital Advisors
New Jersey
$397K +$28.9K +419 +7%
PMFA
1065
Plante Moran Financial Advisors
Michigan
$396K -$44.5K -645 -9%
ICG
1066
InterOcean Capital Group
Tennessee
$396K +$234K +3,390 +118%
VVP
1067
Venture Visionary Partners
Ohio
$396K +$83.8K +1,215 +24%
TF
1068
Tompkins Financial
New York
$394K
CA
1069
Cetera Advisors
Colorado
$391K -$32.4K -470 -7%
TC
1070
TAGStone Capital
North Carolina
$391K +$1.17K +17 +0.3%
IWC
1071
Integrated Wealth Concepts
Massachusetts
$391K +$120K +1,736 +39%
DIA
1072
Davidson Investment Advisors
Montana
$390K
TPW
1073
Transatlantique Private Wealth
New York
$390K +$425K +6,168 New
PCM
1074
Pointe Capital Management
Michigan
$383K
IA
1075
IFG Advisory
Georgia
$381K -$85.2K -1,235 -17%