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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1151
Ritholtz Wealth Management
New York
$208K -$3.79K -53 -2%
BWM
1152
BNC Wealth Management
Oregon
$208K
HVIA
1153
Hudson Valley Investment Advisors
New York
$208K
Verition Fund Management
1154
Verition Fund Management
Connecticut
$207K -$3.12M -43,619 -94%
TFA
1155
Tranquilli Financial Advisor
New Jersey
$207K +$5.36K +75 +3%
MFGM
1156
Marshall Financial Group (Maryland)
Maryland
$206K +$1.29K +18 +0.6%
FA
1157
Fagan Associates
New York
$205K
HIA
1158
Harbor Investment Advisory
Maryland
$205K
MCM
1159
Monument Capital Management
Virginia
$205K +$201K +2,809 New
JFA
1160
Johanson Financial Advisors
California
$204K -$3.86K -54 -2%
FQ
1161
First Quadrant
California
$204K
IC
1162
Intersect Capital
California
$204K +$200K +2,807 New
WA1
1163
Wimmer Associates 1
California
$203K +$199K +2,790 New
WA
1164
Waverly Advisors
Alabama
$202K +$177K +2,485 New
Koshinski Asset Management
1165
Koshinski Asset Management
Illinois
$202K +$198K +2,769 New
FCH
1166
Freestone Capital Holdings
Washington
$200K +$196K +2,745 New
PB
1167
Pinnacle Bancorp
Nebraska
$190K
AIM
1168
Acropolis Investment Management
Missouri
$189K +$20.7K +290 +12%
PFBT
1169
Parkside Financial Bank & Trust
Missouri
$184K +$23.6K +330 +15%
PAI
1170
Pittenger & Anderson Inc
Nebraska
$182K
SQA
1171
Simon Quick Advisors
New Jersey
$181K +$137K +1,925 +336%
CFA
1172
Cahill Financial Advisors
Minnesota
$181K +$178K +2,490 New
DMBA
1173
Deseret Mutual Benefit Administrators
Utah
$172K -$93.9K -1,315 -36%
GRP
1174
Global Retirement Partners
California
$160K +$10.6K +149 +7%
RE
1175
RBC Europe
United Kingdom
$159K +$50.6K +708 +48%