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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
401
ProVise Management Group
Florida
$8.48M +$1.92M +36,568 +32%
GH
402
GAM Holding
Switzerland
$8.46M -$13.6K -260 -0.2%
VCAM
403
Van Cleef Asset Management
Ohio
$8.36M +$20.5K +392 +0.3%
AJ
404
Ashburton (Jersey)
Jersey
$8.33M -$129K -2,456 -2%
KWILP
405
Kiwi Wealth Investments Limited Partnership
New Zealand
$8.3M
SW
406
SVB Wealth
Massachusetts
$8.26M -$1.61M -30,785 -17%
SMDAM
407
Sumitomo Mitsui DS Asset Management
Japan
$8.24M +$1.3M +24,842 +21%
SAM
408
Sawgrass Asset Management
Florida
$8.15M +$7.53M +143,728 New
ECM
409
Elgethun Capital Management
South Dakota
$8.05M +$1.93M +36,798 +35%
YL
410
YCG LLC
Texas
$7.99M -$21.5K -410 -0.3%
EIA
411
Edgemoor Investment Advisors
Maryland
$7.94M +$7.34M +140,100 New
HV
412
HST Ventures
Utah
$7.93M -$729K -13,925 -9%
WPW
413
Warther Private Wealth
Ohio
$7.93M +$4.29M +81,834 +141%
EH
414
Equitable Holdings
New York
$7.89M +$875K +16,715 +14%
SSB
415
Sandy Spring Bank
Maryland
$7.88M +$312K +5,961 +4%
Northwestern Mutual Wealth Management
416
Northwestern Mutual Wealth Management
Wisconsin
$7.83M +$901K +17,199 +14%
BWFA
417
Baltimore-Washington Financial Advisors
Maryland
$7.78M +$124K +2,375 +2%
TRSOTSOK
418
Teachers Retirement System of the State of Kentucky
Kentucky
$7.76M -$7.53M -143,731 -51%
PL
419
Parthenon LLC
Kentucky
$7.74M +$2.15M +41,050 +43%
NB
420
Norinchukin Bank
Japan
$7.71M +$2.75M +52,540 +63%
BPA
421
Beacon Pointe Advisors
California
$7.71M +$2.5M +47,792 +54%
BCI
422
Brinker Capital Investments
Pennsylvania
$7.65M +$3.53M +67,388 +100%
OPS
423
Orion Portfolio Solutions
Nebraska
$7.65M +$3.53M +67,388 +100%
TAF
424
Tredje AP-fonden
Sweden
$7.63M +$100K +1,915 +1%
TF
425
Talbot Financial
Washington
$7.54M +$2.59M +49,455 +59%