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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
376
Private Wealth Partners
California
$18.3M -$504K -5,529 -3%
Vanguard Personalized Indexing Management
377
Vanguard Personalized Indexing Management
California
$18.3M -$622K -6,822 -3%
FFA
378
First Foundation Advisors
California
$18.2M +$189K +2,070 +1%
WIA
379
World Investment Advisors
California
$18.1M -$28.8K -316 -0.2%
UAS
380
United Asset Strategies
New York
$18.1M -$19.2K -210 -0.1%
IC
381
IEQ Capital
California
$18.1M -$2.68M -29,356 -13%
PMG
382
ProVise Management Group
Florida
$18M +$194K +2,124 +1%
OAM
383
OP Asset Management
$18M +$967K +10,606 +6%
SA
384
Sanctuary Advisors
Indiana
$18M -$556K -6,098 -3%
EF
385
Empowered Funds
Pennsylvania
$17.9M -$1.07M -11,739 -6%
EIA
386
Edgemoor Investment Advisors
Maryland
$17.9M +$395K +4,335 +2%
M&T Bank
387
M&T Bank
New York
$17.7M -$1.35M -14,839 -7%
DC
388
Davenport & Co
Virginia
$17.7M +$954K +10,466 +6%
MAM
389
Martingale Asset Management
Massachusetts
$17.5M -$152K -1,662 -0.9%
WWA
390
WCG Wealth Advisors
Nevada
$17.4M -$301K -3,303 -2%
WP
391
Woodline Partners
California
$17.4M -$68.8M -754,809 -80%
MOACM
392
Mutual of America Capital Management
New York
$17.3M -$68.5K -751 -0.4%
CIC
393
Cutler Investment Counsel
Oregon
$17.2M +$45.4K +498 +0.3%
ACM
394
Argent Capital Management
Missouri
$17.2M -$5.9M -64,717 -26%
CIM
395
Courant Investment Management
Tennessee
$16.9M
TH
396
TCTC Holdings
Texas
$16.9M +$404K +4,426 +2%
LIM
397
Lathrop Investment Management
Arkansas
$16.8M -$16.6K -182 -0.1%
EIP
398
Epoch Investment Partners
New York
$16.8M -$4.35M -47,678 -21%
P
399
&Partners
Tennessee
$16.7M +$762K +8,357 +5%
PFPG
400
Pinnacle Financial Partners (Georgia)
Georgia
$16.7M -$441K -4,831 -3%