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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CW
526
Connectus Wealth
Ohio
$3.64M +$427K +5,834 +9%
JC
527
JB Capital
Connecticut
$3.62M +$256K +3,500 +5%
AG
528
Advocate Group
Minnesota
$3.61M +$70K +956 +1%
Vanguard Personalized Indexing Management
529
Vanguard Personalized Indexing Management
California
$3.59M -$387K -5,291 -7%
AWA
530
Aaron Wealth Advisors
Illinois
$3.58M +$4.47M +61,037 +829%
MLICM
531
Metropolitan Life Insurance Company (MetLife)
New York
$3.57M -$1.31M -17,887 -21%
PCTC
532
Perkins Coie Trust Company
Washington
$3.56M +$140K +1,916 +3%
BCI
533
Brinker Capital Investments
Pennsylvania
$3.54M +$705K +9,628 +17%
OPS
534
Orion Portfolio Solutions
Nebraska
$3.54M +$4.05M +55,372 +454%
DILIC
535
Dai-ichi Life Insurance Company
Japan
$3.51M -$1.48M -20,262 -23%
SAMC
536
Spectrum Asset Management (California)
California
$3.51M +$1.53M +20,849 +45%
CSPIA
537
Cary Street Partners Investment Advisory
Virginia
$3.5M +$439K +5,998 +10%
GIA
538
GHP Investment Advisors
Colorado
$3.5M -$187K -2,560 -4%
KA
539
Kozak & Associates
Colorado
$3.48M +$4.87M +66,447 New
ACM
540
Advisors Capital Management
New Jersey
$3.46M +$4.42M +60,316 +1,036%
Man Group
541
Man Group
United Kingdom
$3.43M -$8.15M -111,258 Closed
KCPG
542
Kavar Capital Partners Group
Kansas
$3.41M -$179K -2,441 -4%
MGP
543
Metis Global Partners
California
$3.39M +$1.19M +16,284 +34%
WCM
544
Wisconsin Capital Management
Wisconsin
$3.38M +$4.43M +60,526 +1,513%
KAS
545
Kestra Advisory Services
Texas
$3.37M +$1.03M +14,074 +28%
KeyBank National Association
546
KeyBank National Association
Ohio
$3.34M +$1.44M +19,698 +45%
TH
547
TCTC Holdings
Texas
$3.33M +$3.96M +54,080 +565%
RAM
548
Riggs Asset Management
Pennsylvania
$3.31M +$16.8K +229 +0.4%
AA
549
Armor Advisors
New York
$3.3M +$4.61M +63,000 New
CI
550
Conning Inc
Connecticut
$3.29M -$534K -7,295 -10%