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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1151
Meridian Wealth Management
Kentucky
$672K -$214K -3,708 -28%
CA
1152
Cornerstone Advisory
Maryland
$671K -$25K -433 -4%
LCM
1153
Logan Capital Management
Pennsylvania
$669K
OCBCO
1154
Oversea-Chinese Banking Corp (OCBC)
Singapore
$667K +$86.6K +1,500 +19%
BWAM
1155
Boyd Watterson Asset Management
Ohio
$667K -$462 -8 -0.1%
First Trust Advisors
1156
First Trust Advisors
Illinois
$661K -$3.25M -56,276 -85%
ECG
1157
Edge Capital Group
Georgia
$660K -$25.9K -448 -4%
GCM
1158
Graham Capital Management
Connecticut
$658K -$2.2M -38,086 -80%
MAM
1159
Mystic Asset Management
Rhode Island
$658K +$289K +5,000 +109%
NO
1160
Ninety One
South Africa
$655K
LCM
1161
Lazari Capital Management
California
$655K +$58.6K +1,014 +12%
GLA
1162
Good Life Advisors
Pennsylvania
$652K -$28K -484 -5%
CA
1163
Crumly & Associates
Illinois
$649K -$88.9K -1,539 -14%
AFG
1164
Atomi Financial Group
New York
$648K +$129K +2,229 +31%
CI
1165
CX Institutional
Indiana
$647K -$31.8K -550 -6%
CM
1166
Castleark Management
Illinois
$644K
RCG
1167
Regatta Capital Group
California
$644K -$4.74K -82 -0.9%
EFS
1168
Essex Financial Services
Connecticut
$640K +$14.2K +246 +3%
WI
1169
Wintrust Investments
Illinois
$639K +$98.5K +1,705 +23%
WQ
1170
Wealth Quarterback
New Jersey
$638K +$25.5K +441 +5%
OFG
1171
Omega Financial Group
California
$637K +$2.02K +35 +0.4%
BCM
1172
Brown Capital Management
Maryland
$633K -$256K -4,426 -32%
CP
1173
Canopy Partners
Ohio
$633K +$531K +9,197 New
OPCM
1174
Osborne Partners Capital Management
California
$631K -$21.9K -379 -4%
PO
1175
Private Ocean
California
$629K +$138K +2,397 +36%