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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1201
SOA Wealth Advisors
New York
$45K +$910 +15 +2%
EARNEST Partners
1202
EARNEST Partners
Georgia
$44K
JCM
1203
Jacobi Capital Management
Pennsylvania
$44K
HIM
1204
Hillsdale Investment Management
Ontario, Canada
$42K +$39.4K +650 New
GLLW
1205
Graves Light Lenhart Wealth
Virginia
$41K -$28.4K -469 -43%
AF
1206
Arrow Financial
New York
$41K
LWM
1207
Liberty Wealth Management
California
$41K
RFA
1208
Reilly Financial Advisors
California
$41K
BFC
1209
Bedel Financial Consulting
Indiana
$39K
MA
1210
MCF Advisors
Kentucky
$39K +$5.94K +98 +20%
CCA
1211
Column Capital Advisors
Indiana
$38K -$8.19K -135 -19%
SQA
1212
Simon Quick Advisors
New Jersey
$37K +$121 +2 +0.4%
SGAM
1213
Smith Group Asset Management
Texas
$36K +$4.79K +79 +17%
BAM
1214
Bellevue Asset Management
Washington
$35K
AIG
1215
American International Group
New York
$34.6K -$687K -11,322 -2%
JPLA
1216
Joseph P. Lucia & Associates
New York
$34K +$1.4K +23 +5%
CWA
1217
Carolina Wealth Advisors
South Carolina
$34K +$14.6K +240 +87%
IPW
1218
IronBridge Private Wealth
Texas
$33K +$121 +2 +0.4%
PAI
1219
Pittenger & Anderson Inc
Nebraska
$32K -$91K -1,500 -75%
DOA
1220
D'Orazio & Associates
Virginia
$32K +$9.82K +162 +50%
Nisa Investment Advisors
1221
Nisa Investment Advisors
Missouri
$30.8K +$452K +7,452 +2%
MGIM
1222
M&G Investment Management
United Kingdom
$30.5K +$18.8M +309,668 +194%
DWP
1223
Destiny Wealth Partners
Florida
$30K -$25.3K -417 -47%
HFA
1224
HC Financial Advisors
California
$30K
M1FG
1225
Mach-1 Financial Group
Arkansas
$29K