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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
501
Tower View Wealth Management
Wisconsin
$1.96M +$10.6K +191 +0.5%
CI
502
Cigna Investments
Connecticut
$1.95M -$295K -5,322 -12%
TRCT
503
Tower Research Capital (TRC)
New York
$1.93M +$2.09M +37,764 +3,776,400%
CCM
504
Coe Capital Management
Illinois
$1.93M -$87.5K -1,580 -4%
GJIC
505
Gamble Jones Investment Counsel
California
$1.93M -$10.5K -190 -0.5%
Fayez Sarofim & Co
506
Fayez Sarofim & Co
Texas
$1.93M
AA
507
Ancora Advisors
Ohio
$1.92M -$144K -2,608 -6%
WOC
508
West Oak Capital
California
$1.91M -$99.4K -1,795 -5%
Federated Hermes
509
Federated Hermes
Pennsylvania
$1.91M -$56.8K -1,025 -3%
HWA
510
HCR Wealth Advisors
California
$1.9M +$152K +2,744 +8%
CTA
511
Chesley Taft & Associates
Illinois
$1.88M
PI
512
Pettee Investors
Connecticut
$1.87M
WAM
513
Wealthspire Advisors (Maryland)
Maryland
$1.86M -$25.1K -453 -1%
BCWM
514
Bartlett & Co Wealth Management
Ohio
$1.85M +$52.1K +940 +3%
BC
515
Bartlett & Co
Ohio
$1.85M +$52.1K +940 +3%
MWM
516
Marietta Wealth Management
Georgia
$1.85M +$29.9K +540 +2%
QAM
517
Quantres Asset Management
Cayman Islands
$1.84M +$742K +13,400 +59%
BTNA
518
Bremer Trust National Association
Minnesota
$1.84M +$1.37M +24,803 +221%
SCM
519
SOL Capital Management
Maryland
$1.84M -$45.7K -825 -2%
LCM
520
Leisure Capital Management
California
$1.83M -$344K -6,215 -15%
DY
521
Dowling & Yahnke
California
$1.83M +$51.8K +935 +3%
HCM
522
HMS Capital Management
Tennessee
$1.83M +$250K +4,509 +14%
CWM
523
Cornerstone Wealth Management
Missouri
$1.82M +$5.18M +93,450 New
FG
524
Fiduciary Group
Georgia
$1.81M +$332 +6 +0%
BCM
525
Birmingham Capital Management
Alabama
$1.79M -$99.7K -1,800 -5%