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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AI
351
Atria Investments
North Carolina
$13M +$147K +2,540 +1%
DI
352
DFPG Investments
Utah
$13M +$1.12M +19,447 +11%
UAS
353
United Asset Strategies
New York
$13M +$64.2K +1,111 +0.6%
BCM
354
Blume Capital Management
California
$12.9M +$659K +11,418 +6%
IMPI
355
Ilmarinen Mutual Pension Insurance
Finland
$12.9M +$4.62M +80,000 +74%
WPW
356
Warther Private Wealth
Ohio
$12.9M +$1.86M +32,152 +21%
PHAM
357
Pacific Heights Asset Management
California
$12.7M
EWA
358
Exencial Wealth Advisors
Oklahoma
$12.4M +$174K +3,009 +2%
AMBIA
359
Allen Mooney & Barnes Investment Advisors
Georgia
$12.3M +$227K +3,927 +2%
WSTAM
360
Wilbanks Smith & Thomas Asset Management
Virginia
$12.3M +$1.14M +19,757 +12%
TH
361
TCTC Holdings
Texas
$12.2M +$4.36M +75,554 +74%
PE
362
Point72 Europe
United Kingdom
$12.2M +$4.87M +84,240 +91%
WAM
363
Winslow Asset Management
Ohio
$12.1M +$127K +2,204 +1%
HWM
364
HFR Wealth Management
New York
$12M +$115K +1,985 +1%
MGIM
365
M&G Investment Management
United Kingdom
$12M +$3.88M +67,183 +63%
G
366
GenTrust
Florida
$12M
SSA
367
Schonfeld Strategic Advisors
New York
$12M +$8.98M +155,558 +845%
CPIM
368
Coalescence Partners Investment Management
New York
$11.9M +$10M +173,171 New
Daiwa Securities Group
369
Daiwa Securities Group
Japan
$11.9M +$395K +6,832 +4%
AWM
370
AE Wealth Management
Kansas
$11.8M -$1.32M -22,852 -11%
EIA
371
Edgemoor Investment Advisors
Maryland
$11.8M +$1.53M +26,507 +18%
FA
372
Financial Avengers
California
$11.8M +$61.4K +1,063 +0.6%
LA
373
LFL Advisers
Illinois
$11.7M
AAIM
374
Asset Advisors Investment Management
Georgia
$11.5M +$1.19M +20,605 +14%
ECM
375
Evergreen Capital Management
Washington
$11.4M +$332K +5,757 +4%