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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1201
Vicus Capital
Pennsylvania
$1.08M -$153K -1,557 -12%
HIM
1202
Hillsdale Investment Management
Ontario, Canada
$1.08M +$177K +1,800 +19%
HCM
1203
Hodges Capital Management
Texas
$1.08M – – –
DBIA
1204
Dumont & Blake Investment Advisors
New Jersey
$1.08M -$14.7K -150 -1%
ICM
1205
Islay Capital Management
Texas
$1.08M +$41K +418 +4%
OHWP
1206
Oak Harbor Wealth Partners
North Carolina
$1.07M +$83.4K +850 +8%
GS
1207
GTS Securities
Florida
$1.07M -$980K -9,996 -47%
CGFA
1208
Colton Groome Financial Advisors
North Carolina
$1.07M +$36.9K +376 +3%
BFM
1209
Boothbay Fund Management
New York
$1.07M -$806K -8,222 -42%
SACTSONJ
1210
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.06M +$1.11M +11,309 New
CWM
1211
Circle Wealth Management
New Jersey
$1.06M +$94.2K +960 +9%
BA
1212
Birinyi Associates
Connecticut
$1.06M +$1.11M +11,281 New
PAM
1213
Palisade Asset Management
Minnesota
$1.06M +$2.75K +28 +0.2%
FC
1214
Financial Consulate
Maryland
$1.05M +$2.75K +28 +0.3%
DS
1215
DRW Securities
Illinois
$1.05M -$1.41M -14,390 -56%
RIM
1216
Redwood Investment Management
Arizona
$1.05M +$1.1M +11,188 New
BCM
1217
Birmingham Capital Management
Alabama
$1.05M – – –
UCB
1218
United Community Bank
South Carolina
$1.05M +$12.2K +124 +1%
OIAM
1219
OFI Invest Asset Management
France
$1.04M -$23.4M -238,100 -95%
NJIM
1220
Nabity-Jensen Investment Management
Nebraska
$1.04M -$883 -9 -0.1%
AWM
1221
Aprio Wealth Management
Georgia
$1.04M +$8.04K +82 +0.7%
C
1222
Certuity
Florida
$1.04M -$141K -1,434 -11%
AWM
1223
Athena Wealth Management
Nevada
$1.04M +$366K +3,729 +51%
IA
1224
Integrity Alliance
Iowa
$1.04M -$380K -3,873 -26%
IFWM
1225
Institute for Wealth Management
Colorado
$1.04M +$1.37K +14 +0.1%
47 48
49
50 51