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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
376
Evercore Wealth Management
New York
$13.7M -$71.5K -911 -0.5%
HWM
377
HFR Wealth Management
New York
$13.6M -$30.9K -394 -0.2%
AT
378
AMF Tjänstepension
Sweden
$13.6M -$6.56M -83,630 -32%
G
379
GenTrust
Florida
$13.6M +$3.38K +43 +0%
EH
380
Equitable Holdings
New York
$13.4M +$427K +5,436 +3%
Cambridge Investment Research Advisors
381
Cambridge Investment Research Advisors
Iowa
$13.4M -$1.61M -20,527 -11%
OSAM
382
O'Shaughnessy Asset Management
Connecticut
$13.4M +$3.61M +46,007 +37%
TAM
383
Tocqueville Asset Management
New York
$13.4M -$923K -11,755 -6%
JC
384
Jacobs & Co
California
$13.1M -$37K -471 -0.3%
Empower Advisory Group
385
Empower Advisory Group
Colorado
$13M -$395K -5,029 -3%
IIM
386
INTECH Investment Management
Florida
$12.9M +$5.66M +72,167 +77%
AAIM
387
Asset Advisors Investment Management
Georgia
$12.9M -$105K -1,335 -0.8%
JSA
388
Jacobson & Schmitt Advisors
Wisconsin
$12.9M +$157K +2,000 +1%
WIA
389
World Investment Advisors
California
$12.8M +$903K +11,505 +8%
SPIA
390
Steward Partners Investment Advisory
New York
$12.6M +$604K +7,699 +5%
WAM
391
Winslow Asset Management
Ohio
$12.5M -$487K -6,200 -4%
ECM
392
Elgethun Capital Management
South Dakota
$12.4M +$881K +11,227 +8%
TF
393
Talbot Financial
Washington
$12.4M -$268K -3,420 -2%
PWM
394
Perigon Wealth Management
California
$12.3M +$32K +408 +0.3%
MWM
395
Modera Wealth Management
New Jersey
$12.3M -$322K -4,104 -3%
MC
396
Montag & Caldwell
Georgia
$12.3M -$371K -4,733 -3%
IMPI
397
Ilmarinen Mutual Pension Insurance
Finland
$12.3M -$2.35M -30,000 -16%
LC
398
Lakehouse Capital
Australia
$12.2M
IC
399
IEQ Capital
California
$12.2M +$6.16M +78,498 +101%
KAS
400
Kestra Advisory Services
Texas
$12.2M +$418K +5,325 +4%