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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RC
401
RBF Capital
California
$2.86M
PWP
402
Private Wealth Partners
California
$2.85M +$235K +5,687 +9%
HIM
403
Hutchens Investment Management
New Hampshire
$2.82M -$82.4K -1,995 -3%
V
404
Veritable
Delaware
$2.79M +$6.81K +165 +0.2%
MSR
405
Main Street Research
Connecticut
$2.77M +$8.34K +202 +0.3%
GL
406
GLG LLC
New York
$2.73M -$6.24K -151 -0.2%
FTC
407
Farmers Trust Company
Ohio
$2.72M +$2.75M +66,612 New
Capstone Investment Advisors
408
Capstone Investment Advisors
New York
$2.71M +$958K +23,202 +54%
LMGAM
409
Liberty Mutual Group Asset Management
Massachusetts
$2.64M -$1.03M -24,936 -28%
ST
410
Spinnaker Trust
Maine
$2.63M +$2.66M +64,453 New
SAM
411
Symphony Asset Management
California
$2.62M -$82K -1,986 -3%
SWM
412
Segment Wealth Management
Texas
$2.6M +$420K +10,175 +19%
DWT
413
Dorsey & Whitney Trust
South Dakota
$2.6M +$773K +18,728 +42%
TA
414
Tiedemann Advisors
New York
$2.59M -$373K -9,040 -12%
AIM
415
ARK Investment Management
Florida
$2.55M
GQG Partners
416
GQG Partners
Florida
$2.54M +$804K +19,481 +46%
IG
417
ING Group
Netherlands
$2.53M +$1.48M +35,864 +137%
BAC
418
Boys Arnold & Co
North Carolina
$2.5M +$26.3K +638 +1%
LCM
419
Leisure Capital Management
California
$2.45M +$47.8K +1,157 +2%
RJFSA
420
Raymond James Financial Services Advisors
Florida
$2.43M -$39.1K -948 -2%
PPSG
421
Princeton Portfolio Strategies Group
New Jersey
$2.4M -$148K -3,580 -6%
IH
422
IFC Holdings
Florida
$2.4M +$175K +4,247 +8%
TWM
423
Torch Wealth Management
Ohio
$2.4M +$12.4K +300 +0.5%
EDRH
424
Edmond de Rothschild Holding
Switzerland
$2.39M -$78.5K -1,900 -3%
TWMP
425
Taylor Wealth Management Partners
Massachusetts
$2.36M +$164K +3,965 +7%