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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
476
Covey Capital Advisors
Georgia
$5.54M -$106K -1,313 -2%
HWM
477
Hohimer Wealth Management
Washington
$5.51M -$1.01M -12,453 -16%
FG
478
Fiduciary Group
Georgia
$5.49M -$12K -148 -0.2%
BCV
479
Banque Cantonale Vaudoise
Switzerland
$5.47M -$1.36M -16,798 -21%
FWIA
480
Fort Washington Investment Advisors
Ohio
$5.45M -$1.62K -20 -0%
SWM
481
Sendero Wealth Management
Texas
$5.28M +$5.13M +63,439 New
MAM
482
Meeder Asset Management
Ohio
$5.27M +$1.82M +22,529 +56%
OAM
483
Oppenheimer Asset Management
New York
$5.23M -$670K -8,279 -12%
MIM
484
Marco Investment Management
Georgia
$5.22M
FDCDDQ
485
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.13M -$371K -4,588 -7%
BBA
486
Baader Bank Aktiengesellschaft
Germany
$5.07M +$4.88M +60,338 New
CBB
487
Citizens Business Bank
California
$5.02M -$647K -8,000 -12%
HBCM
488
Heron Bay Capital Management
Michigan
$4.99M +$150K +1,851 +3%
BCI
489
Brinker Capital Investments
Pennsylvania
$4.98M +$175K +2,169 +4%
TI
490
Tidal Investments
Wisconsin
$4.96M -$579K -7,152 -11%
CB
491
Commerce Bank
Missouri
$4.9M +$176K +2,178 +4%
SAMC
492
Spectrum Asset Management (California)
California
$4.88M -$311K -3,841 -6%
DY
493
Dowling & Yahnke
California
$4.86M +$359K +4,433 +8%
Northwestern Mutual Wealth Management
494
Northwestern Mutual Wealth Management
Wisconsin
$4.82M +$926K +11,452 +25%
AWM
495
Altium Wealth Management
New York
$4.82M +$1.18M +14,577 +34%
HWAM
496
Hennion & Walsh Asset Management
New Jersey
$4.81M +$1.45M +17,974 +46%
Los Angeles Capital Management
497
Los Angeles Capital Management
California
$4.77M -$2.75M -34,021 -37%
B
498
Bailard
California
$4.75M +$125K +1,542 +3%
NA
499
NewEdge Advisors
Louisiana
$4.74M +$802K +9,910 +21%
RWA
500
Roberts Wealth Advisors
California
$4.72M -$146K -1,801 -3%