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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
376
ProVise Management Group
Florida
$12.3M +$136K +1,811 +1%
EH
377
Equitable Holdings
New York
$12.3M +$790K +10,561 +7%
AAIM
378
Asset Advisors Investment Management
Georgia
$12.3M
WAM
379
Winslow Asset Management
Ohio
$12.2M -$452K -6,047 -4%
Envestnet Portfolio Solutions
380
Envestnet Portfolio Solutions
Illinois
$12.1M +$3.55M +47,380 +41%
NPT
381
National Philanthropic Trust
Pennsylvania
$12.1M +$1.03M +13,816 +9%
JSA
382
Jacobson & Schmitt Advisors
Wisconsin
$12M +$53.7K +718 +0.4%
TF
383
Talbot Financial
Washington
$12M -$117K -1,559 -1%
MC
384
Montag & Caldwell
Georgia
$12M +$892K +11,916 +8%
MWM
385
Modera Wealth Management
New Jersey
$11.9M -$333K -4,451 -3%
Walleye Trading
386
Walleye Trading
New York
$11.9M +$12M +160,671 New
PWM
387
Perigon Wealth Management
California
$11.9M -$84.6K -1,130 -0.7%
FA
388
Financial Avengers
California
$11.8M -$656K -8,761 -5%
LC
389
Lakehouse Capital
Australia
$11.6M
Group One Trading
390
Group One Trading
Illinois
$11.5M +$56.3K +752 +0.5%
Pathstone Holdings
391
Pathstone Holdings
New Jersey
$11.5M -$2.68M -35,754 -19%
SPIA
392
Steward Partners Investment Advisory
New York
$11.3M +$683K +9,130 +6%
BPC
393
Banque Pictet & Cie
Switzerland
$11.3M +$38.2K +510 +0.3%
EI
394
Ethic Inc
New York
$11.3M +$1.52M +20,377 +15%
WIA
395
World Investment Advisors
California
$11.2M +$702K +9,378 +7%
SCA
396
Snowden Capital Advisors
New York
$11.2M +$234K +3,132 +2%
KAS
397
Kestra Advisory Services
Texas
$11.2M -$13.9M -185,496 -55%
ECM
398
Evergreen Capital Management
Washington
$11.1M +$12.3K +164 +0.1%
ECM
399
Elgethun Capital Management
South Dakota
$10.9M +$152K +2,027 +1%
EMPI
400
Elo Mutual Pension Insurance
Finland
$10.8M +$186K +2,492 +2%