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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
4WM
1051
44 Wealth Management
Oregon
$1.56M +$856K +8,732 +112%
XT
1052
XTX Topco
Cayman Islands
$1.55M +$1.35M +13,734 +489%
EWM
1053
Evercore Wealth Management
New York
$1.55M -$15M -153,183 -90%
GAA
1054
Guardian Asset Advisors
Pennsylvania
$1.54M -$237K -2,421 -13%
Koshinski Asset Management
1055
Koshinski Asset Management
Illinois
$1.53M +$317K +3,233 +25%
CTC
1056
Central Trust Company
Missouri
$1.53M +$30K +306 +2%
ACM
1057
Ategra Capital Management
Virginia
$1.53M +$1.1M +11,264 +227%
BIM
1058
Bridges Investment Management
Nebraska
$1.51M -$417K -4,250 -21%
TFA
1059
Toth Financial Advisory
Virginia
$1.51M +$24.5K +250 +2%
AF
1060
Ally Financial
Michigan
$1.5M +$1.57M +16,000 New
BW
1061
Blalock Williams
Alabama
$1.5M +$54.9K +560 +4%
CI
1062
Cigna Investments
Connecticut
$1.5M -$55.7K -568 -3%
CHAM
1063
Clear Harbor Asset Management
Connecticut
$1.49M +$26K +265 +2%
FCA
1064
FLC Capital Advisors
California
$1.49M +$40.8K +416 +3%
NAM
1065
NorthCrest Asset Manangement
Minnesota
$1.48M -$312K -3,184 -17%
SSA
1066
Schonfeld Strategic Advisors
New York
$1.48M -$26.6M -271,069 -94%
SHF
1067
Safe Harbor Fiduciary
Florida
$1.48M +$38.2K +390 +3%
BRWA
1068
B. Riley Wealth Advisors
Florida
$1.48M -$192K -1,959 -11%
FFN
1069
Focus Financial Network
Minnesota
$1.47M -$106K -1,085 -6%
MWP
1070
Meriwether Wealth & Planning
Louisiana
$1.47M -$84.3K -860 -5%
MA
1071
MCF Advisors
Kentucky
$1.47M +$322K +3,286 +27%
JLBC
1072
J.L. Bainbridge & Co
Florida
$1.47M
PFA
1073
Pure Financial Advisors
California
$1.46M +$62.5K +637 +4%
CC
1074
Chicago Capital
Illinois
$1.46M +$2.45K +25 +0.2%
EFG
1075
Everest Financial Group
Minnesota
$1.46M -$1.86K -19 -0.1%