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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
EHC
351
Everett Harris & Co
California
$21.9M +$1.03M +11,302 +5%
Commonwealth Equity Services
352
Commonwealth Equity Services
Massachusetts
$21.8M -$2.71M -29,676 -11%
CA
353
Clearstead Advisors
Ohio
$21.8M -$961K -10,537 -4%
SMDAM
354
Sumitomo Mitsui DS Asset Management
Japan
$21.7M +$94.2K +1,033 +0.4%
DIA
355
Davidson Investment Advisors
Montana
$21.7M -$94.4K -1,035 -0.4%
OSAM
356
O'Shaughnessy Asset Management
Connecticut
$21M -$5.8M -63,568 -22%
NAM
357
Nissay Asset Management
Japan
$20.3M +$386K +4,231 +2%
PP
358
Prudential plc
United Kingdom
$20.2M +$4.71M +51,642 +31%
BPA
359
Beacon Pointe Advisors
California
$20.2M -$930K -10,201 -4%
TI
360
Tidal Investments
Wisconsin
$20M +$2.97M +32,515 +18%
CFO
361
Callan Family Office
Pennsylvania
$20M -$792K -8,690 -4%
MPI
362
Mairs & Power Inc
Minnesota
$20M -$2.87M -31,444 -13%
RWP
363
RWA Wealth Partners
Massachusetts
$19.7M -$1.32M -14,504 -6%
VIM
364
Vinva Investment Management
Australia
$19.6M +$1.31M +14,417 +7%
CCM
365
Cohen Capital Management
California
$19.6M -$181K -1,981 -0.9%
Public Employees Retirement Association of Colorado
366
Public Employees Retirement Association of Colorado
Colorado
$19.6M -$842K -9,235 -4%
Pathstone Holdings
367
Pathstone Holdings
New Jersey
$19.6M +$344K +3,775 +2%
BMSSC
368
B. Metzler seel. Sohn & Co
Germany
$19M +$1.24M +13,576 +7%
ELC
369
Edgar Lomax Company
Virginia
$18.9M -$1.68M -18,400 -8%
EI
370
Ethic Inc
New York
$18.9M +$1.61M +17,677 +9%
LOPW
371
Live Oak Private Wealth
North Carolina
$18.8M -$1.02M -11,168 -5%
STA
372
Summit Trail Advisors
New York
$18.8M -$630K -6,912 -3%
AC
373
Addenda Capital
Quebec, Canada
$18.7M -$186K -2,036 -1%
HTHT
374
Hemenway Trust Hemenway Trust
New Hampshire
$18.6M +$1.59M +17,444 +9%
OPERF
375
Oregon Public Employees Retirement Fund
Oregon
$18.5M +$885K +9,700 +5%