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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1126
Horizon Investments
North Carolina
$558K -$16K -265 -3%
EDRH
1127
Edmond de Rothschild Holding
Switzerland
$556K -$249K -4,127 -29%
IA
1128
Inspire Advisors
Idaho
$556K +$105K +1,732 +21%
NRD
1129
Nebula Research & Development
New York
$554K +$610K +10,097 New
ECG
1130
Edge Capital Group
Georgia
$551K -$44.7K -740 -7%
IF
1131
Ironwood Financial
Arizona
$550K +$60 +1 +0%
IPW
1132
Invictus Private Wealth
Colorado
$550K -$90.7K -1,500 -13%
UAM
1133
UAS Asset Management
New York
$549K +$604K +10,000 New
CC
1134
Corton Capital
Ontario, Canada
$548K -$771K -12,752 -56%
BA
1135
Bridge Advisory
California
$548K – – –
SP
1136
Symmetry Partners
Connecticut
$547K – – –
GCP
1137
GSA Capital Partners
United Kingdom
$547K +$603K +9,970 New
GLA
1138
Good Life Advisors
Pennsylvania
$547K -$67K -1,109 -10%
CI
1139
CX Institutional
Indiana
$546K +$52.3K +866 +10%
EA
1140
Emerald Advisers
Pennsylvania
$546K -$280K -4,627 -32%
SC
1141
Sonen Capital
California
$546K – – –
JWM
1142
Jupiter Wealth Management
Colorado
$544K – – –
PL
1143
Perpetual Ltd
Australia
$542K -$7.01K -116 -1%
GCP
1144
Garda Capital Partners
Minnesota
$542K +$597K +9,877 New
WWM
1145
Western Wealth Management
Colorado
$542K +$30.5K +504 +5%
GFG
1146
Greystone Financial Group
Michigan
$541K -$3.43M -56,750 -85%
HWA
1147
HCR Wealth Advisors
California
$541K -$332K -5,489 -36%
CA
1148
Carson Advisory
Georgia
$539K – – –
FCFC
1149
First Commonwealth Financial Corp
Pennsylvania
$535K +$589K +9,752 New
LCM
1150
Logan Capital Management
Pennsylvania
$534K -$2.72K -45 -0.5%
44 45
46
47 48