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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
EHC
326
Everett Harris & Co
California
$14.8M -$12.9M -224,163 -51%
Federated Hermes
327
Federated Hermes
Pennsylvania
$14.6M -$2.86M -49,593 -19%
NYLIM
328
New York Life Investment Management
New York
$14.5M -$3.69M -63,869 -23%
LIM
329
Lathrop Investment Management
Arkansas
$14.4M +$33.3K +577 +0.3%
CIC
330
Cutler Investment Counsel
Oregon
$14.4M -$81.6K -1,413 -0.7%
LOPW
331
Live Oak Private Wealth
North Carolina
$14.2M +$496K +8,581 +4%
BB
332
Busey Bank
Illinois
$14.1M +$2.93M +50,778 +33%
Kayne Anderson Rudnick Investment Management
333
Kayne Anderson Rudnick Investment Management
California
$13.9M +$267K +4,616 +2%
MWM
334
Modera Wealth Management
New Jersey
$13.8M +$591K +10,232 +5%
YCM
335
Yousif Capital Management
Michigan
$13.7M -$496K -8,592 -4%
MOACM
336
Mutual of America Capital Management
New York
$13.7M -$516K -8,937 -4%
CIM
337
Courant Investment Management
Tennessee
$13.7M
MC
338
Montag & Caldwell
Georgia
$13.6M -$8.78M -152,026 -43%
TC
339
TownSquare Capital
Utah
$13.6M +$40.9K +709 +0.4%
OCAM
340
Owl Creek Asset Management
New York
$13.5M +$11.3M +195,955 New
1C
341
1623 Capital
Virginia
$13.5M
GG
342
Greenwood Gearhart
Arkansas
$13.4M -$5.73M -99,275 -34%
BA
343
Bridgewater Associates
Connecticut
$13.4M +$7.69M +133,186 +218%
X
344
Xponance
Pennsylvania
$13.3M +$865K +14,972 +8%
DILIC
345
Dai-ichi Life Insurance Company
Japan
$13.2M +$6.07M +105,075 +120%
ECU
346
Eisler Capital (UK)
United Kingdom
$13.2M -$11.4M -196,842 -51%
Empower Advisory Group
347
Empower Advisory Group
Colorado
$13.2M -$354K -6,129 -3%
GF
348
Goodman Financial
Texas
$13.2M +$94K +1,628 +0.9%
PCM
349
Poehling Capital Management
Wisconsin
$13.1M +$97.1K +1,681 +0.9%
TCM
350
Tran Capital Management
California
$13M +$3.49M +60,362 +47%