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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
401
Poehling Capital Management
Wisconsin
$16.6M +$312K +3,421 +2%
UM
402
UniSuper Management
Australia
$16.5M +$4.67M +51,252 +40%
AAIM
403
Asset Advisors Investment Management
Georgia
$16.2M -$60.5K -663 -0.4%
NRCM
404
North Reef Capital Management
California
$16.1M -$16M -175,000 -50%
VWM
405
Venturi Wealth Management
Texas
$16.1M +$23.3K +256 +0.1%
BAAM
406
Baker Avenue Asset Management
California
$16.1M +$4.35M +47,739 +38%
GF
407
Goodman Financial
Texas
$15.9M +$430K +4,717 +3%
AUB
408
Atlantic Union Bankshares
Virginia
$15.9M +$619K +6,787 +4%
PP
409
PDT Partners
New York
$15.9M +$15.7M +172,200 New
AG
410
Ascent Group
Virginia
$15.8M +$3.91M +42,869 +33%
SFG
411
SNS Financial Group
Minnesota
$15.8M +$15.3M +167,820 +5,497%
Wealthfront Advisers
412
Wealthfront Advisers
California
$15.7M -$1.12M -12,281 -7%
Empower Advisory Group
413
Empower Advisory Group
Colorado
$15.7M +$555K +6,089 +4%
BCM
414
Blume Capital Management
California
$15.6M +$148K +1,623 +1%
BBI
415
Baxter Bros Inc
Connecticut
$15.5M +$1.59M +17,458 +12%
G
416
GenTrust
Florida
$15.5M +$376K +4,120 +3%
HWM
417
HFR Wealth Management
New York
$15.5M -$240K -2,632 -2%
KCG
418
Kinsale Capital Group
Virginia
$15.4M +$1.54M +16,900 +11%
TW
419
Trajan Wealth
Arizona
$15.3M +$1.42M +15,581 +10%
NA
420
NewEdge Advisors
Louisiana
$15.3M +$3.29M +36,051 +28%
YCM
421
Yousif Capital Management
Michigan
$15.2M -$1.36M -14,950 -8%
Mirae Asset Global ETFs Holdings
422
Mirae Asset Global ETFs Holdings
Hong Kong
$14.9M -$544K -5,964 -4%
Cambridge Investment Research Advisors
423
Cambridge Investment Research Advisors
Iowa
$14.9M -$1.06M -11,632 -7%
ECM
424
Elgethun Capital Management
South Dakota
$14.9M +$497K +5,448 +4%
SOADOR
425
State of Alaska Department of Revenue
Alaska
$14.8M -$495K -5,424 -3%