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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
1126
TD Private Client Wealth
New York
$502K -$4.65M -63,558 -87%
LWM
1127
Lyell Wealth Management
California
$494K +$73 +1 +0%
VA
1128
Valmark Advisers
Ohio
$493K +$689K +9,408 New
SRWM
1129
Shira Ridge Wealth Management
California
$492K
CM
1130
Castleark Management
Illinois
$490K -$21.8M -297,185 -97%
SC
1131
Skylands Capital
Wisconsin
$490K +$685K +9,350 New
PO
1132
Private Ocean
California
$489K -$361K -4,923 -35%
RCM
1133
Radnor Capital Management
Pennsylvania
$486K +$195K +2,665 +40%
HH
1134
HWG Holdings
Texas
$483K -$38.1K -520 -5%
NAS
1135
Nicolet Advisory Services
Wisconsin
$483K +$424K +5,788 +144%
MSS
1136
Mitchell Sinkler & Starr
Pennsylvania
$482K +$468K +6,387 +227%
OFG
1137
Omega Financial Group
California
$481K +$2.34K +32 +0.3%
IG
1138
ING Group
Netherlands
$480K -$5.25M -71,677 -89%
CAM
1139
Cozad Asset Management
Illinois
$478K -$8.79K -120 -1%
KA
1140
Kearns & Associates
California
$471K
AWM
1141
Avondale Wealth Management
Texas
$471K +$659K +9,000 New
CAG
1142
Csenge Advisory Group
Florida
$468K -$459K -6,270 -41%
LA
1143
Latitude Advisors
Florida
$468K +$187K +2,559 +40%
P
1144
Pitcairn
Pennsylvania
$467K -$65.9K -900 -9%
Los Angeles Capital Management
1145
Los Angeles Capital Management
California
$466K -$12.8K -175 -2%
Point72 Asset Management
1146
Point72 Asset Management
Connecticut
$466K +$651K +8,888 New
LC
1147
Lindbrook Capital
California
$464K +$365K +4,985 +128%
SWRP
1148
Summit Wealth & Retirement Planning
California
$464K +$649K +8,864 New
CWMU
1149
Caliber Wealth Management (Utah)
Utah
$464K -$813K -11,106 -56%
PWM
1150
Peterson Wealth Management
Nevada
$463K +$648K +8,845 New