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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
1101
Cassaday & Co Wealth Management
Virginia
$1.3M +$537K +5,886 +72%
HWA
1102
HCR Wealth Advisors
California
$1.3M +$32.1K +352 +3%
AIP
1103
Ameritas Investment Partners
Nebraska
$1.29M -$84.6K -928 -6%
EFG
1104
Everhart Financial Group
Ohio
$1.28M -$17.4K -191 -1%
RSVP
1105
Ramsay Stattman Vela & Price
Colorado
$1.28M +$135K +1,475 +12%
MWM
1106
Mission Wealth Management
California
$1.28M +$709K +7,778 +129%
NA
1107
Nautilus Advisors
California
$1.27M – – –
LFA
1108
Legacy Financial Advisors
Kentucky
$1.27M -$8.85K -97 -0.7%
WI
1109
WBI Investments
New Jersey
$1.27M +$972K +10,664 +346%
PA
1110
Profund Advisors
Maryland
$1.26M -$63.6K -697 -5%
RDFA
1111
Ritter Daniher Financial Advisory
Ohio
$1.26M -$147K -1,613 -11%
SFFS
1112
Stonehage Fleming Financial Services
Jersey
$1.26M -$13.3K -146 -1%
SFS
1113
Sowell Financial Services
Arkansas
$1.25M +$40.8K +447 +3%
HT
1114
Headlands Technologies
Illinois
$1.25M +$982K +10,763 +381%
NHC
1115
Nicholas Hoffman & Company
Georgia
$1.25M +$4.56K +50 +0.4%
VWM
1116
Vertrix Wealth Management
Michigan
$1.24M +$139K +1,524 +13%
SIM
1117
Stratos Investment Management
Ohio
$1.24M -$57K -625 -4%
PAM
1118
PVG Asset Management
Colorado
$1.24M – – –
CFP
1119
Catalyst Financial Partners
Massachusetts
$1.24M -$7.3K -80 -0.6%
BW
1120
BIP Wealth
Georgia
$1.23M +$6.75K +74 +0.6%
LCM
1121
Leisure Capital Management
California
$1.23M -$2.01K -22 -0.2%
SRS
1122
Strong Retirement Solutions
Washington
$1.23M +$134K +1,464 +12%
HR
1123
Hardy Reed
Mississippi
$1.23M -$7.93K -87 -0.6%
HCMT
1124
Highland Capital Management (Tennessee)
Tennessee
$1.22M -$103K -1,134 -8%
AWM
1125
Angeles Wealth Management
California
$1.22M +$144K +1,582 +14%
43 44
45
46 47