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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
VCAM
401
Van Cleef Asset Management
Ohio
$10.7M -$44.8K -599 -0.4%
GLR
402
Great Lakes Retirement
Ohio
$10.5M -$30.3K -405 -0.3%
MSU
403
Mizuho Securities USA
New York
$10.5M +$3.35M +44,813 +46%
AI
404
Atria Investments
North Carolina
$10.4M -$1.24M -16,543 -10%
PL
405
Parthenon LLC
Kentucky
$10.4M -$27.3K -365 -0.3%
MFIM
406
Mesirow Financial Investment Management
Illinois
$10.3M +$2.32K +31 +0%
TI
407
Tidal Investments
Wisconsin
$10.2M +$1.42M +18,912 +16%
UF
408
Univest Financial
Pennsylvania
$10.2M -$41.3K -552 -0.4%
HIP
409
HUB Investment Partners
Texas
$10.1M +$745K +9,961 +8%
ETC
410
Exchange Traded Concepts
Oklahoma
$10.1M +$8.76M +117,055 +592%
NC
411
Nicholas Company
Wisconsin
$10.1M -$675K -9,018 -6%
HCA
412
Hyperion Capital Advisors
New York
$9.94M -$649K -8,677 -6%
OAM
413
Oppenheimer Asset Management
New York
$9.94M +$468K +6,256 +5%
MGP
414
M&G plc
United Kingdom
$9.93M -$892K -11,916 -8%
PS
415
Principal Securities
Iowa
$9.91M +$424K +5,663 +4%
CBB
416
Citizens Business Bank
California
$9.86M +$2.2M +29,458 +45%
MIG
417
McGuire Investment Group
Rhode Island
$9.81M -$4.12K -55 -0%
Parallax Volatility Advisers
418
Parallax Volatility Advisers
California
$9.68M +$9.78M +130,757 New
Northwestern Mutual Wealth Management
419
Northwestern Mutual Wealth Management
Wisconsin
$9.66M +$879K +11,746 +10%
MCM
420
MAI Capital Management
Ohio
$9.64M -$803K -10,729 -8%
Nordea Investment Management
421
Nordea Investment Management
Sweden
$9.57M +$561K +7,499 +6%
IIC
422
Ironwood Investment Counsel
Arizona
$9.57M -$1.72K -23 -0%
OPERF
423
Oregon Public Employees Retirement Fund
Oregon
$9.48M +$20.2K +270 +0.2%
JPWM
424
Jamison Private Wealth Management
Georgia
$9.42M +$66.7K +892 +0.7%
CCB
425
Country Club Bank
Missouri
$9.38M -$249K -3,324 -3%