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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1101
Column Capital Advisors
Indiana
$38K +$8.1K +179 +33%
SWA
1102
SOA Wealth Advisors
New York
$38K +$31.1K +688 New
FCH
1103
Freestone Capital Holdings
Washington
$36K -$6.02K -133 -16%
JCM
1104
Jacobi Capital Management
Pennsylvania
$36K – – –
EARNEST Partners
1105
EARNEST Partners
Georgia
$36K +$5.61K +124 +22%
HFM
1106
Harvest Fund Management
China
$35K +$30.4K +671 New
LGA
1107
Lebenthal Global Advisors
New York
$35K +$30.7K +678 New
RFA
1108
Reilly Financial Advisors
California
$34K +$5.88K +130 +26%
AF
1109
Arrow Financial
New York
$33K – – –
BFC
1110
Bedel Financial Consulting
Indiana
$32K +$1.31K +29 +5%
BAM
1111
Bellevue Asset Management
Washington
$31K – – –
SQA
1112
Simon Quick Advisors
New Jersey
$30K +$91 +2 +0.4%
KPCM
1113
Kings Point Capital Management
New York
$27K -$1.81K -40 -7%
MA
1114
MCF Advisors
Kentucky
$27K – – –
IPW
1115
IronBridge Private Wealth
Texas
$27K +$23.1K +510 New
JPLA
1116
Joseph P. Lucia & Associates
New York
$26K +$22.5K +496 New
SGAM
1117
Smith Group Asset Management
Texas
$25K -$453 -10 -2%
CFO
1118
CVA Family Office
Colorado
$25K – – –
HFA
1119
HC Financial Advisors
California
$24K +$45 +1 +0.2%
BII
1120
Bainco International Investors
Massachusetts
$23K +$19.5K +431 New
M1FG
1121
Mach-1 Financial Group
Arkansas
$23K +$20.4K +450 New
O
1122
Ossiam
France
$22K -$607K -13,398 -97%
KC
1123
Knuff & Co
California
$21K -$27.2K -600 -60%
PFO
1124
Pathstone Family Office
New Jersey
$21K +$6.52K +144 +61%
TCM
1125
Tradewinds Capital Management
Washington
$21K +$7.56K +167 +76%