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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
501
Carson Wealth (CWM LLC)
Nebraska
$9.4M -$14.9M -178,491 -63%
BHPW
502
Beverly Hills Private Wealth
California
$9.35M +$717K +8,560 +9%
AG
503
Ascent Group
Virginia
$9.34M +$628K +7,499 +8%
HCA
504
Hyperion Capital Advisors
New York
$9.3M -$1.37M -16,318 -14%
Envestnet Portfolio Solutions
505
Envestnet Portfolio Solutions
Illinois
$9.29M -$3.28M -39,225 -28%
CFG
506
Citizens Financial Group
Rhode Island
$9.28M -$4.27K -51 -0.1%
BBI
507
Baxter Bros Inc
Connecticut
$9.22M +$1.55M +18,510 +22%
PAG
508
Private Advisor Group
New Jersey
$9.2M -$73.4K -877 -0.9%
NPT
509
National Philanthropic Trust
Pennsylvania
$9.16M -$71.8K -857 -0.8%
TIM
510
Thompson Investment Management
Wisconsin
$9.13M -$2.01M -23,953 -19%
TIG
511
Tribune Investment Group
New York
$9.12M +$8.37M +100,000 New
ECM
512
Evergreen Capital Management
Washington
$9.1M -$1.07M -12,836 -11%
NA
513
NewEdge Advisors
Louisiana
$9.08M -$65K -776 -0.8%
PWP
514
Private Wealth Partners
California
$9.06M -$481K -5,749 -5%
GWM
515
Geneos Wealth Management
Colorado
$8.99M +$377K +4,501 +5%
BWP
516
Baldwin Wealth Partners
Massachusetts
$8.99M -$281K -3,359 -3%
ACG
517
Allen Capital Group
Nebraska
$8.97M +$649K +7,754 +9%
AP
518
Americana Partners
Texas
$8.94M -$600K -7,162 -7%
SFA
519
Spectrum Financial Alliance
Kentucky
$8.92M -$322K -3,844 -4%
PP
520
Prudential plc
United Kingdom
$8.92M +$2.91M +34,700 +55%
TAM
521
Tocqueville Asset Management
New York
$8.91M -$6.1M -72,898 -43%
EAM
522
Erste Asset Management
Austria
$8.9M +$8.28M +98,862 New
Group One Trading
523
Group One Trading
Illinois
$8.85M -$9.74M -116,331 -55%
ANTB
524
AMG National Trust Bank
Colorado
$8.85M +$99K +1,182 +1%
CRM
525
Cramer Rosenthal McGlynn
Connecticut
$8.84M +$4.74M +56,568 +140%