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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TA
401
Tiedemann Advisors
New York
$3.13M +$1.31M +31,510 +48%
WSFS
402
Wilmington Savings Fund Society
Delaware
$3.13M +$1.11M +26,732 +60%
BTS
403
BB&T Securities
Virginia
$3.12M +$83.6K +2,014 +3%
V
404
Veritable
Delaware
$3.11M -$20.8K -502 -0.7%
RC
405
RBF Capital
California
$3.06M
CA
406
Cornerstone Advisors
North Carolina
$3.06M +$2.08M +50,000 +250%
FTC
407
Farmers Trust Company
Ohio
$3.06M +$73K +1,759 +3%
Wellington Management Group
408
Wellington Management Group
Massachusetts
$3.05M -$4.93M -118,668 -63%
Janney Montgomery Scott
409
Janney Montgomery Scott
Pennsylvania
$3.02M +$956K +23,014 +50%
ST
410
Spinnaker Trust
Maine
$3.02M +$24.3K +586 +0.9%
VIA
411
Virtus Investment Advisers
Connecticut
$3.01M -$245K -5,890 -8%
PP
412
Paloma Partners
Connecticut
$2.98M +$2.83M +68,232 New
MIP
413
Marietta Investment Partners
Wisconsin
$2.97M -$4.21M -101,349 -60%
Truist Financial
414
Truist Financial
North Carolina
$2.92M -$291K -7,010 -9%
HIM
415
Hutchens Investment Management
New Hampshire
$2.88M -$137K -3,305 -5%
PAM
416
Private Asset Management
California
$2.88M +$2.47M +59,475 +941%
DLCIG
417
D.L. Carlson Investment Group
New Hampshire
$2.84M -$575K -13,845 -18%
WMSA
418
Weiss Multi-Strategy Advisers
New York
$2.84M -$2.7M -65,084 -50%
MLL
419
Moody Lynn & Lieberson
Massachusetts
$2.81M +$2.67M +64,200 New
MSR
420
Main Street Research
Connecticut
$2.8M -$64.1K -1,543 -2%
Public Sector Pension Investment Board (PSP Investments)
421
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.78M -$3.12M -75,155 -54%
DWT
422
Dorsey & Whitney Trust
South Dakota
$2.75M -$41.4K -998 -2%
MYLI
423
Meiji Yasuda Life Insurance
Japan
$2.72M +$656K +15,800 +34%
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$2.7M +$323K +7,789 +14%
BAC
425
Boys Arnold & Co
North Carolina
$2.7M +$30K +723 +1%