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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1076
Aaron Wealth Advisors
Illinois
$846K -$7.38M -127,857 -91%
CGL
1077
Clarius Group LLC
Washington
$844K -$30.3K -524 -4%
PPG
1078
Peak Planning Group
Colorado
$841K +$1.56K +27 +0.2%
ORC
1079
O'Rourke & Company
Massachusetts
$841K +$150K +2,596 +27%
Koshinski Asset Management
1080
Koshinski Asset Management
Illinois
$840K -$182K -3,157 -21%
SRC
1081
Sage Rhino Capital
California
$831K -$1.44K -25 -0.2%
FCFC
1082
First Commonwealth Financial Corp
Pennsylvania
$829K +$133K +2,299 +24%
LOAMS
1083
Lombard Odier Asset Management (Switzerland)
Switzerland
$827K +$694K +12,019 New
IIM
1084
Intact Investment Management
Quebec, Canada
$826K
DAM
1085
Derbend Asset Management
Georgia
$824K +$2.54K +44 +0.4%
LGF
1086
LGT Group Foundation
Liechtenstein
$822K -$7.79M -134,860 -92%
CNBTD
1087
Citizens National Bank Trust Department
Mississippi
$820K
NC
1088
Napatree Capital
Rhode Island
$811K +$681K +11,787 New
IBOK
1089
Independence Bank of Kentucky
Kentucky
$808K -$7.8K -135 -1%
PIA
1090
Powell Investment Advisors
Florida
$808K
SP
1091
Stablepoint Partners
Massachusetts
$805K +$676K +11,702 New
PCS
1092
Personal CFO Solutions
New Jersey
$804K +$132K +2,291 +24%
SIA
1093
Schechter Investment Advisors
Michigan
$802K +$299K +5,181 +80%
WPC
1094
Wedmont Private Capital
Pennsylvania
$793K +$36.5K +632 +6%
OC
1095
Opinicus Capital
Florida
$793K +$666K +11,529 New
LWM
1096
Lodestone Wealth Management
Washington
$792K +$2.89K +50 +0.4%
NJIM
1097
Nabity-Jensen Investment Management
Nebraska
$790K +$663K +11,484 New
NWM
1098
Northcape Wealth Management
New York
$790K
CG
1099
Cynosure Group
Utah
$784K -$4.56K -79 -0.7%
PMSA
1100
Patrick M. Sweeney & Associates
Illinois
$783K +$657K +11,381 New