We are live on ! Find out more
SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
1801
Hudson Valley Investment Advisors
New York
– -$281K -3,372 Closed
EB
1802
Eastern Bank
Massachusetts
– -$280K -3,363 Closed
SFA
1803
Source Financial Advisors
New York
– -$278K -3,341 Closed
TBWA
1804
Three Bridge Wealth Advisors
California
– -$278K -3,335 Closed
JSW
1805
Journey Strategic Wealth
New Jersey
– -$277K -3,321 Closed
VV
1806
Verity & Verity
South Carolina
– -$269K -3,235 Closed
CHP
1807
Cable Hill Partners
Oregon
– -$267K -3,209 Closed
BAM
1808
Brave Asset Management
New Jersey
– -$266K -3,200 Closed
WCM
1809
Wedge Capital Management
North Carolina
– -$266K -3,191 Closed
SWM
1810
Seed Wealth Management
Illinois
– -$264K -3,167 Closed
CT
1811
Cambridge Trust
Massachusetts
– -$262K -3,142 Closed
TTWM
1812
TCV Trust & Wealth Management
Virginia
– -$259K -3,112 Closed
AL
1813
ACAS LLC
California
– -$257K -3,088 Closed
WA
1814
Waverly Advisors
Alabama
– -$255K -3,058 Closed
PWA
1815
PCG Wealth Advisors
Kansas
– -$252K -3,028 Closed
RBC
1816
Romano Brothers & Co
Illinois
– -$248K -2,983 Closed
HHGA
1817
Halbert Hargrove Global Advisors
California
– -$248K -2,973 Closed
HFM
1818
Hartford Funds Management
Pennsylvania
– -$245K -2,942 Closed
EFM
1819
E Fund Management
China
– -$244K -2,936 Closed
WA1
1820
Wimmer Associates 1
California
– -$244K -2,935 Closed
CIP
1821
Convergence Investment Partners
Florida
– -$242K -2,907 Closed
CAM
1822
Crestone Asset Management
Colorado
– -$239K -2,876 Closed
DLA
1823
Douglas Lane & Associates
New York
– -$237K -2,847 Closed
NPP
1824
New Potomac Partners
Maryland
– -$237K -2,844 Closed
BWM
1825
BNC Wealth Management
Oregon
– -$234K -2,812 Closed
71 72
73
74 75