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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TF
376
Talbot Financial
Washington
$16.8M +$2.17M +25,913 +16%
AMBIA
377
Allen Mooney & Barnes Investment Advisors
Georgia
$16.6M -$129K -1,540 -0.8%
Federated Hermes
378
Federated Hermes
Pennsylvania
$16.6M +$14.5M +173,577 +2,113%
PMG
379
ProVise Management Group
Florida
$16.6M +$330K +3,938 +2%
AI
380
Atria Investments
North Carolina
$16.5M +$2.2M +26,237 +17%
EIA
381
Edgemoor Investment Advisors
Maryland
$16.4M +$142K +1,691 +0.9%
STA
382
Summit Trail Advisors
New York
$16.4M +$15M +179,571 New
BC
383
Burney Company
Virginia
$16.3M +$7.47M +89,164 +100%
PCM
384
Poehling Capital Management
Wisconsin
$16.3M -$47K -561 -0.3%
SPIA
385
Steward Partners Investment Advisory
New York
$16.1M +$1.35M +16,154 +10%
BCI
386
Brinker Capital Investments
Pennsylvania
$16.1M +$2.11M +25,181 +17%
TH
387
TCTC Holdings
Texas
$16M +$84 +1 +0%
HWM
388
HFR Wealth Management
New York
$16M +$71.3K +852 +0.5%
WIA
389
World Investment Advisors
California
$15.9M +$943K +11,262 +7%
G
390
GenTrust
Florida
$15.9M +$8.63K +103 +0.1%
EWM
391
Evercore Wealth Management
New York
$15.8M -$88.5K -1,057 -0.6%
SSA
392
Schonfeld Strategic Advisors
New York
$15.8M -$1.02M -12,130 -7%
JFG
393
Jefferies Financial Group
New York
$15.8M +$7.75M +92,592 +115%
CRC
394
Curi RMB Capital
Illinois
$15.7M -$434K -5,179 -3%
HF
395
HRT Financial
New York
$15.6M +$14.3M +170,990 New
EI
396
Ethic Inc
New York
$15.6M +$1.49M +17,797 +11%
CIS
397
Connors Investor Services
Pennsylvania
$15.6M +$14.3M +170,613 New
PE
398
Point72 Europe
United Kingdom
$15.6M -$4.19M -50,000 -23%
BCM
399
Blume Capital Management
California
$15.5M -$851K -10,166 -6%
Wealthfront Advisers
400
Wealthfront Advisers
California
$15.4M +$2.58M +30,821 +22%