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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1051
CIM Investment Management
Pennsylvania
$868K +$790K +11,992 New
SQA
1052
Simon Quick Advisors
New Jersey
$867K +$480K +7,294 +155%
GM
1053
GeoWealth Management
Illinois
$867K -$839K -12,743 -52%
TPCW
1054
TD Private Client Wealth
New York
$866K -$123K -1,874 -14%
EDRH
1055
Edmond de Rothschild Holding
Switzerland
$865K +$39.1K +594 +5%
LAM
1056
Lummis Asset Management
Texas
$863K -$545K -8,281 -41%
FA
1057
Faithward Advisors
Pennsylvania
$863K +$56.1K +852 +8%
SC
1058
Savant Capital
Illinois
$856K -$431K -6,549 -36%
SSWM
1059
Sheets Smith Wealth Management
North Carolina
$856K +$273K +4,144 +54%
NCM
1060
Novare Capital Management
North Carolina
$853K +$31.7K +482 +4%
SB
1061
Strategic Blueprint
Georgia
$847K +$101K +1,536 +15%
DWM
1062
Dynasty Wealth Management
Florida
$847K +$771K +11,702 New
NC
1063
Napatree Capital
Rhode Island
$846K -$22.7K -344 -3%
AWM
1064
Axxcess Wealth Management
California
$846K -$295K -4,477 -28%
Connor, Clark & Lunn Investment Management (CC&L)
1065
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$844K +$769K +11,670 New
MA
1066
Mutual Advisors
Nebraska
$841K +$33.4K +507 +5%
PMSA
1067
Patrick M. Sweeney & Associates
Illinois
$839K +$14.6K +221 +2%
WAM
1068
Wilsey Asset Management
California
$839K -$23.6M -357,832 -97%
IBOK
1069
Independence Bank of Kentucky
Kentucky
$837K -$11.5K -175 -1%
NA
1070
Navellier & Associates
Nevada
$836K +$761K +11,555 New
LWM
1071
Lodestone Wealth Management
Washington
$836K +$2.9K +44 +0.4%
NWM
1072
Northcape Wealth Management
New York
$832K +$988 +15 +0.1%
NJIM
1073
Nabity-Jensen Investment Management
Nebraska
$831K
MJRIC
1074
Mogy Joel R Investment Counsel
California
$828K -$98.8K -1,500 -12%
FPWM
1075
FSB Premier Wealth Management
Iowa
$824K +$190K +2,880 +34%