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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
NONA
376
Ninety One North America
New York
$11.4M -$746K -10,099 -6%
TF
377
Talbot Financial
Washington
$11.3M +$62.4K +845 +0.6%
CB
378
Commerce Bank
Missouri
$11.2M +$6.04M +81,783 +116%
Focus Partners Wealth
379
Focus Partners Wealth
Massachusetts
$11.2M +$8.92M +120,704 +394%
ECM
380
Evergreen Capital Management
Washington
$11.2M -$1.11M -14,995 -9%
CRC
381
Curi RMB Capital
Illinois
$11.1M -$308K -4,164 -3%
NPT
382
National Philanthropic Trust
Pennsylvania
$11M -$66.3K -898 -0.6%
GG
383
Greenwood Gearhart
Arkansas
$11M +$21.1K +285 +0.2%
SCA
384
Snowden Capital Advisors
New York
$10.9M -$296K -4,006 -3%
HCA
385
Hyperion Capital Advisors
New York
$10.8M -$219K -2,959 -2%
EH
386
Equitable Holdings
New York
$10.7M +$634K +8,587 +6%
AJ
387
Ashburton (Jersey)
Jersey
$10.7M +$10.8M +146,234 New
EI
388
Ethic Inc
New York
$10.7M +$975K +13,205 +10%
OAM
389
Oppenheimer Asset Management
New York
$10.7M +$2.22M +30,004 +26%
VCAM
390
Van Cleef Asset Management
Ohio
$10.7M -$43.3K -586 -0.4%
BPC
391
Banque Pictet & Cie
Switzerland
$10.6M +$902K +12,208 +9%
AC
392
Addenda Capital
Quebec, Canada
$10.6M +$746K +10,096 +8%
ECM
393
Elgethun Capital Management
South Dakota
$10.6M +$98.2K +1,330 +0.9%
GC
394
Grimes & Company
Massachusetts
$10.5M -$15.7M -211,966 -60%
MGP
395
M&G plc
United Kingdom
$10.4M -$1.37M -18,525 -12%
PL
396
Parthenon LLC
Kentucky
$10.4M -$59.5K -805 -0.6%
AssetMark Inc
397
AssetMark Inc
California
$10.2M +$1.78M +24,116 +21%
DILIC
398
Dai-ichi Life Insurance Company
Japan
$10.2M -$2.49M -33,701 -20%
SWM
399
Sendero Wealth Management
Texas
$10.2M -$551K -7,464 -5%
MFIM
400
Mesirow Financial Investment Management
Illinois
$10.2M +$11.6K +157 +0.1%