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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PS
426
Principal Securities
Iowa
$9.02M +$686K +9,281 +8%
BWP
427
Baldwin Wealth Partners
Massachusetts
$8.95M -$260K -3,518 -3%
BCI
428
Brinker Capital Investments
Pennsylvania
$8.95M -$997K -13,497 -10%
OPS
429
Orion Portfolio Solutions
Nebraska
$8.95M -$997K -13,497 -10%
GIM
430
Grassi Investment Management
California
$8.94M -$14.8K -200 -0.2%
Wealthfront Advisers
431
Wealthfront Advisers
California
$8.93M +$758K +10,255 +9%
BCM
432
Bayesian Capital Management
New York
$8.85M +$3.33M +45,100 +60%
WIA
433
Westbourne Investment Advisors
Maryland
$8.82M -$53.9K -729 -0.6%
BAAM
434
Baker Avenue Asset Management
California
$8.78M -$503K -6,812 -5%
AG
435
Advocate Group
Minnesota
$8.77M +$72.3K +979 +0.8%
TIM
436
Thompson Investment Management
Wisconsin
$8.69M -$822K -11,133 -9%
MSRPS
437
Maryland State Retirement & Pension System
Maryland
$8.58M
Nordea Investment Management
438
Nordea Investment Management
Sweden
$8.56M +$458K +6,202 +6%
MSU
439
Mizuho Securities USA
New York
$8.48M +$8.5M +115,114 New
TCCM
440
Timber Creek Capital Management
Massachusetts
$8.48M +$124K +1,674 +1%
Macquarie Group
441
Macquarie Group
Australia
$8.45M -$13.3M -180,311 -61%
CL
442
Choreo LLC
Illinois
$8.44M +$7.93M +107,322 +1,398%
Robeco Institutional Asset Management
443
Robeco Institutional Asset Management
Netherlands
$8.44M +$2.35M +31,754 +38%
Envestnet Portfolio Solutions
444
Envestnet Portfolio Solutions
Illinois
$8.42M -$2.68M -36,298 -24%
Northwestern Mutual Wealth Management
445
Northwestern Mutual Wealth Management
Wisconsin
$8.36M -$3.16M -42,753 -27%
KRS
446
Kentucky Retirement Systems
Kentucky
$8.29M -$38.3K -518 -0.5%
CIA
447
Choate Investment Advisors
Massachusetts
$8.23M +$139K +1,875 +2%
TI
448
Tidal Investments
Wisconsin
$8.1M -$2.6M -35,130 -24%
OSAM
449
O'Shaughnessy Asset Management
Connecticut
$8.06M +$1.93M +26,184 +31%
KBFS
450
Kohmann Bosshard Financial Services
Ohio
$8M -$328K -4,434 -4%