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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SWS
476
SYSTM Wealth Solutions
Illinois
$6.8M +$1.46M +25,247 +34%
CGH
477
Crossmark Global Holdings
Texas
$6.79M -$139K -2,413 -2%
AssetMark Inc
478
AssetMark Inc
California
$6.78M +$1.72M +29,717 +43%
BIG
479
Boothe Investment Group
Delaware
$6.76M -$39.4K -683 -0.7%
RC
480
Roundview Capital
New Jersey
$6.74M +$706K +12,231 +14%
EWM
481
Empirical Wealth Management
Washington
$6.72M +$164K +2,841 +3%
PCIA
482
Prime Capital Investment Advisors
Kansas
$6.68M +$230K +3,984 +4%
CSPIA
483
Cary Street Partners Investment Advisory
Virginia
$6.68M -$375K -6,490 -6%
ANTB
484
AMG National Trust Bank
Colorado
$6.66M +$741K +12,834 +15%
HR
485
Howe & Rusling
New York
$6.65M -$336K -5,819 -6%
LI
486
Lafayette Investments
Maryland
$6.6M +$115K +1,997 +2%
KBFS
487
Kohmann Bosshard Financial Services
Ohio
$6.56M +$85.5K +1,480 +2%
CCP
488
Clough Capital Partners
Massachusetts
$6.55M +$1.6M +27,620 +41%
QCM
489
QRG Capital Management
Illinois
$6.5M +$273K +4,730 +5%
AGDI
490
Absolute Gestao de Investimentos
Brazil
$6.5M +$5.45M +94,442 New
SAM
491
Securian Asset Management
Minnesota
$6.48M -$723K -12,518 -12%
GWM
492
Geneos Wealth Management
Colorado
$6.47M -$183K -3,162 -3%
PFPT
493
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.42M +$30.7K +531 +0.6%
PA
494
Pinnacle Associates
New York
$6.37M +$93.6K +1,621 +2%
GT
495
Glenview Trust
Kentucky
$6.27M +$1.9M +32,925 +57%
CIA
496
Choate Investment Advisors
Massachusetts
$6.24M +$1.55M +26,898 +42%
PS
497
Principal Securities
Iowa
$6.22M +$5.22M +90,344 New
ACM
498
Advisors Capital Management
New Jersey
$6.19M -$530K -9,184 -9%
LSERS
499
Louisiana State Employees Retirement System
Louisiana
$6.19M -$121K -2,100 -2%
GLA
500
Great Lakes Advisors
Illinois
$6.19M -$132K -2,294 -2%