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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
QI
1051
Qtron Investments
Massachusetts
$445K +$430K +6,198 New
IA
1052
IFG Advisory
Georgia
$443K +$10K +144 +2%
ACM
1053
Advisors Capital Management
New Jersey
$442K -$43.1K -621 -10%
PCM
1054
Pointe Capital Management
Michigan
$440K +$4.51K +65 +1%
PCP
1055
Proficio Capital Partners
Massachusetts
$439K -$171K -2,458 -29%
WI
1056
Wintrust Investments
Illinois
$439K -$12.3K -177 -3%
BCM
1057
BTR Capital Management
California
$438K +$7.29K +105 +2%
KP
1058
Keel Point
Alabama
$437K +$120K +1,723 +40%
RA
1059
RFG Advisory
Alabama
$436K +$91.4K +1,316 +32%
WAS
1060
WESPAC Advisors SoCal
California
$435K -$492K -7,083 -56%
PWA
1061
PCG Wealth Advisors
Kansas
$433K +$23K +331 +6%
FCH
1062
Freestone Capital Holdings
Washington
$433K +$164K +2,363 +65%
PPG
1063
Peak Planning Group
Colorado
$432K +$417K +6,004 New
KWM
1064
Kingsview Wealth Management
Oregon
$431K +$41.9K +604 +11%
RCAG
1065
Rehmann Capital Advisory Group
Michigan
$430K +$1.74K +25 +0.4%
OIA
1066
OneDigital Investment Advisors
Kansas
$428K +$59.1K +852 +17%
PMFA
1067
Plante Moran Financial Advisors
Michigan
$426K -$24.5K -353 -6%
GWM
1068
GSB Wealth Management
Connecticut
$425K +$43.4K +625 +12%
CFO
1069
Colony Family Offices
North Carolina
$424K
National Bank of Canada
1070
National Bank of Canada
Quebec, Canada
$423K -$37M -533,050 -99%
MGIA
1071
Moneta Group Investment Advisors
Missouri
$423K -$44.1K -635 -10%
TCA
1072
Transcend Capital Advisors
New Jersey
$422K -$28.3K -408 -6%
MC
1073
Moors & Cabot
Massachusetts
$422K +$2.15K +31 +0.5%
JLBC
1074
J.L. Bainbridge & Co
Florida
$421K +$3.96K +57 +1%
BOTW
1075
Bank of the West
California
$419K -$10.8K -156 -3%