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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CRC
401
Curi RMB Capital
Illinois
$16.4M -$102K -1,071 -0.6%
PHK
402
Point72 Hong Kong
Hong Kong
$16.3M -$8.86M -93,382 -35%
BWC
403
Blue Whale Capital
United Kingdom
$16.2M -$26.1M -275,376 -62%
EWM
404
Evercore Wealth Management
New York
$16.2M -$349K -3,675 -2%
AAIM
405
Asset Advisors Investment Management
Georgia
$16.2M +$355K +3,745 +2%
EF
406
Empowered Funds
Pennsylvania
$16.1M +$9.12M +96,122 +133%
BCM
407
Blume Capital Management
California
$16.1M -$102K -1,070 -0.6%
LA
408
LBP AM
France
$15.9M +$202K +2,129 +1%
QCM
409
QRG Capital Management
Illinois
$15.8M +$12.9M +136,163 +459%
G
410
GenTrust
Florida
$15.8M -$838K -8,828 -5%
AV
411
ASR Vermogensbeheer
Netherlands
$15.8M -$56.9K -599 -0.4%
AAP
412
Arax Advisory Partners
Colorado
$15.7M +$15.3M +160,968 +4,578%
CIS
413
Connors Investor Services
Pennsylvania
$15.5M -$792K -8,342 -5%
TCM
414
Tran Capital Management
California
$15.4M -$406K -4,277 -3%
BCI
415
Brinker Capital Investments
Pennsylvania
$15.4M -$1.46M -15,369 -9%
Empower Advisory Group
416
Empower Advisory Group
Colorado
$15.4M -$174K -1,834 -1%
JC
417
Jacobs & Co
California
$15.2M -$343K -3,614 -2%
JSA
418
Jacobson & Schmitt Advisors
Wisconsin
$15.1M -$480K -5,055 -3%
P
419
&Partners
Tennessee
$15.1M +$1.44M +15,177 +11%
Northwestern Mutual Wealth Management
420
Northwestern Mutual Wealth Management
Wisconsin
$15M +$1.51M +15,860 +11%
LC
421
Lakehouse Capital
Australia
$14.9M
ECM
422
Elgethun Capital Management
South Dakota
$14.9M -$116K -1,225 -0.8%
HI
423
Horizon Investments
North Carolina
$14.9M +$4.69M +49,370 +46%
AWMS
424
Advocacy Wealth Management Services
Georgia
$14.8M +$14.7M +155,135 New
NA
425
NewEdge Advisors
Louisiana
$14.8M +$5.27M +55,534 +56%