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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
401
Cutler Investment Counsel
Oregon
$17.5M -$166K -1,695 -0.9%
PFPG
402
Pinnacle Financial Partners (Georgia)
Georgia
$17.4M +$1.94M +19,799 +12%
TI
403
Tidal Investments
Wisconsin
$17.4M +$2.04M +20,751 +13%
OAM
404
OP Asset Management
$17.3M -$3.66M -37,304 -17%
HTHT
405
Hemenway Trust Hemenway Trust
New Hampshire
$17.3M +$4.87M +49,637 +37%
CIM
406
Courant Investment Management
Tennessee
$17.2M – – –
Wealthfront Advisers
407
Wealthfront Advisers
California
$17.2M +$1.02M +10,372 +6%
AG
408
AIA Group
Hong Kong
$17.1M +$4.05M +41,272 +29%
LIM
409
Lathrop Investment Management
Arkansas
$17.1M +$18.9K +193 +0.1%
JF
410
Jump Financial
Illinois
$17.1M -$23.7M -241,624 -57%
DC
411
Davenport & Co
Virginia
$17M -$1.68M -17,171 -9%
ETC
412
Exchange Traded Concepts
Oklahoma
$17M +$14.8M +151,277 +510%
YCM
413
Yousif Capital Management
Michigan
$16.9M -$582K -5,931 -3%
MMC
414
Mizuho Markets Cayman
Cayman Islands
$16.8M +$17.6M +179,240 New
TH
415
TCTC Holdings
Texas
$16.8M +$317K +3,234 +2%
AAIM
416
Asset Advisors Investment Management
Georgia
$16.6M +$316K +3,225 +2%
PCM
417
Poehling Capital Management
Wisconsin
$16.6M -$12.8K -131 -0.1%
VWM
418
Venturi Wealth Management
Texas
$16.4M +$8.77M +89,461 +105%
P
419
&Partners
Tennessee
$16.3M +$216K +2,204 +1%
Cambridge Investment Research Advisors
420
Cambridge Investment Research Advisors
Iowa
$16.2M -$309K -3,154 -2%
HWM
421
HFR Wealth Management
New York
$16M -$377K -3,841 -2%
AI
422
Atria Investments
North Carolina
$16M -$738K -7,525 -4%
GF
423
Goodman Financial
Texas
$15.8M -$2.95M -30,085 -15%
BCM
424
Blume Capital Management
California
$15.8M -$15.6K -159 -0.1%
Mirae Asset Global ETFs Holdings
425
Mirae Asset Global ETFs Holdings
Hong Kong
$15.7M -$25.1M -255,825 -60%