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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AI
401
Atria Investments
North Carolina
$17.7M -$405K -4,272 -2%
PCM
402
Poehling Capital Management
Wisconsin
$17.6M -$37.3K -393 -0.2%
Cambridge Investment Research Advisors
403
Cambridge Investment Research Advisors
Iowa
$17.6M +$341K +3,599 +2%
TH
404
TCTC Holdings
Texas
$17.5M -$18.4K -194 -0.1%
LA
405
LBP AM
France
$17.5M +$780K +8,222 +5%
HWM
406
HFR Wealth Management
New York
$17.4M -$57.7K -608 -0.3%
VCM
407
Voleon Capital Management
California
$17.4M -$14.4M -151,596 -47%
AAIM
408
Asset Advisors Investment Management
Georgia
$17.3M +$342K +3,607 +2%
Wealthfront Advisers
409
Wealthfront Advisers
California
$17.2M -$1.12M -11,850 -6%
VCM
410
Vivaldi Capital Management
Illinois
$17.2M -$684K -7,213 -4%
P
411
&Partners
Tennessee
$17M +$1.25M +13,214 +8%
EWM
412
Evercore Wealth Management
New York
$17M -$4.93K -52 -0%
BCM
413
Blume Capital Management
California
$16.8M -$25.6K -270 -0.2%
Northwestern Mutual Wealth Management
414
Northwestern Mutual Wealth Management
Wisconsin
$16.7M +$907K +9,559 +6%
SOADOR
415
State of Alaska Department of Revenue
Alaska
$16.6M -$1.67M -17,610 -10%
PFPG
416
Pinnacle Financial Partners (Georgia)
Georgia
$16.5M +$15.7M +165,604 New
G
417
GenTrust
Florida
$16.5M -$8.54K -90 -0.1%
KAS
418
Kestra Advisory Services
Texas
$16.5M -$1.01M -10,602 -6%
AV
419
ASR Vermogensbeheer
Netherlands
$16.4M -$111K -1,171 -0.7%
TI
420
Tidal Investments
Wisconsin
$16.4M +$1.27M +13,384 +9%
CIS
421
Connors Investor Services
Pennsylvania
$16.2M -$32.7K -345 -0.2%
Parallax Volatility Advisers
422
Parallax Volatility Advisers
California
$16.1M +$1.08M +11,344 +8%
ECM
423
Elgethun Capital Management
South Dakota
$16M +$88.3K +931 +0.6%
N
424
Natixis
France
$16M -$23.4M -246,600 -61%
JSA
425
Jacobson & Schmitt Advisors
Wisconsin
$16M +$98.7K +1,040 +0.7%