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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
NA
526
NewEdge Advisors
Louisiana
$4.43M +$1.02M +19,386 +33%
MIM
527
Marco Investment Management
Georgia
$4.41M +$62.6K +1,196 +2%
TLCM
528
Twin Lakes Capital Management
California
$4.38M +$11.7K +224 +0.3%
SC
529
Sepio Capital
Utah
$4.35M +$2.17M +41,508 +118%
VNA
530
Valley National Advisers
Pennsylvania
$4.3M -$315K -6,008 -7%
FEG
531
Financial Enhancement Group
Indiana
$4.3M +$14.1K +269 +0.4%
B
532
Bailard
California
$4.29M +$1.45M +27,669 +58%
MGIA
533
Moneta Group Investment Advisors
Missouri
$4.29M +$3.41M +65,185 +623%
ERSOT
534
Employees Retirement System of Texas
Texas
$4.23M -$1.1M -20,990 -22%
Vanguard Personalized Indexing Management
535
Vanguard Personalized Indexing Management
California
$4.22M +$303K +5,785 +8%
NMERB
536
New Mexico Educational Retirement Board
New Mexico
$4.2M +$183K +3,500 +5%
ACG
537
Allen Capital Group
Nebraska
$4.19M +$184K +3,517 +5%
DJSG
538
D.J. St. Germain
Massachusetts
$4.18M +$3.86M +73,702 New
RGI
539
River Global Investors
United Kingdom
$4.11M +$85.9K +1,640 +2%
WCM
540
Wisconsin Capital Management
Wisconsin
$4.1M +$405K +7,725 +12%
IIM
541
INTECH Investment Management
Florida
$4.09M -$4.95M -94,588 -57%
AWA
542
Aaron Wealth Advisors
Illinois
$4.03M +$140K +2,667 +4%
KA
543
Kozak & Associates
Colorado
$4M +$154K +2,931 +4%
PCTC
544
Perkins Coie Trust Company
Washington
$3.99M +$125K +2,391 +4%
RCAP
545
Resolute Capital Asset Partners
Colorado
$3.97M +$3.67M +70,000 New
SHA
546
Seneca House Advisors
Virginia
$3.95M +$713K +13,612 +24%
ACM
547
Advisors Capital Management
New Jersey
$3.95M +$184K +3,509 +5%
GIA
548
GHP Investment Advisors
Colorado
$3.93M -$287K -5,470 -8%
JC
549
JB Capital
Connecticut
$3.92M +$7.02K +134 +0.2%
FFN
550
Focus Financial Network
Minnesota
$3.89M +$1.18M +22,536 +49%