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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1126
Logan Capital Management
Pennsylvania
$704K
UBG
1127
United Bank (Georgia)
Georgia
$703K +$46.3K +703 +8%
EFS
1128
Essex Financial Services
Connecticut
$703K +$27.5K +417 +4%
CP
1129
Canopy Partners
Ohio
$701K +$32.6K +495 +5%
WI
1130
Wintrust Investments
Illinois
$694K +$20.5K +312 +3%
LCM
1131
Lazari Capital Management
California
$689K +$263 +4 +0%
V
1132
ViaWealth
Kansas
$688K -$187K -2,839 -23%
RCG
1133
Regatta Capital Group
California
$686K +$8.56K +130 +1%
DFG
1134
Demars Financial Group
Washington
$684K +$81.7K +1,241 +15%
VC
1135
Veracity Capital
Georgia
$684K +$229K +3,484 +58%
CM
1136
Castleark Management
Illinois
$677K
CWM
1137
Circle Wealth Management
New Jersey
$674K +$80.7K +1,226 +15%
DWM
1138
Drive Wealth Management
Utah
$672K -$83.9K -1,274 -12%
OFG
1139
Omega Financial Group
California
$669K -$988 -15 -0.2%
CA
1140
Crumly & Associates
Illinois
$667K -$14.6K -222 -2%
SPIS
1141
Steward Partners Investment Solutions
Oregon
$666K +$606K +9,203 New
CA
1142
Carson Advisory
Georgia
$664K -$42.5K -645 -7%
MW
1143
Marcum Wealth
Ohio
$663K +$3.42K +52 +0.6%
CI
1144
CX Institutional
Indiana
$661K -$17.4K -264 -3%
EBT
1145
Enterprise Bank & Trust
Massachusetts
$660K -$43.1K -655 -7%
BIG
1146
Brooklyn Investment Group
New York
$659K +$22.3K +339 +4%
Baillie Gifford & Co
1147
Baillie Gifford & Co
United Kingdom
$656K -$456M -6,927,621 -100%
FC
1148
Fusion Capital
South Carolina
$656K +$108K +1,633 +22%
OPCM
1149
Osborne Partners Capital Management
California
$652K -$10K -152 -2%
BWAM
1150
Boyd Watterson Asset Management
Ohio
$652K -$44.7K -679 -7%