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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RAM
551
Redmond Asset Management
Virginia
$7.75M -$111K -1,218 -1%
XWM
552
Xcel Wealth Management
Florida
$7.72M +$5.19M +56,952 +214%
KF
553
Krilogy Financial
Missouri
$7.7M +$1.35M +14,765 +21%
LSERS
554
Louisiana State Employees Retirement System
Louisiana
$7.7M -$146K -1,600 -2%
UOTTAIMCU
555
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$7.67M +$2.72M +29,810 +56%
NMERB
556
New Mexico Educational Retirement Board
New Mexico
$7.67M +$401K +4,400 +6%
OC
557
Oppenheimer & Co
New York
$7.62M -$104K -1,138 -1%
NW
558
NewEdge Wealth
Pennsylvania
$7.56M +$45.5K +499 +0.6%
1832 Asset Management
559
1832 Asset Management
Ontario, Canada
$7.54M -$6.01M -65,899 -45%
BWP
560
Baldwin Wealth Partners
Massachusetts
$7.53M -$1.03M -11,345 -12%
NGA
561
Naples Global Advisors
Florida
$7.53M +$549K +6,021 +8%
CICI
562
Capital Investment Counsel Inc
North Carolina
$7.5M -$155K -1,699 -2%
WANY
563
Wealthspire Advisors (New York)
New York
$7.4M +$3.48M +38,125 +91%
SFA
564
Spectrum Financial Alliance
Kentucky
$7.36M -$243K -2,661 -3%
BAMF
565
BI Asset Management Fondsmaeglerselskab
Denmark
$7.1M -$529K -5,806 -7%
MIM
566
Marco Investment Management
Georgia
$7.07M -$1.92K -21 -0%
FFA
567
Farther Finance Advisors
California
$7.05M +$320K +3,509 +5%
GHAM
568
Gilman Hill Asset Management
Connecticut
$7M +$135K +1,477 +2%
IPAM
569
ICICI Prudential Asset Management
India
$6.99M +$2.62M +28,700 +61%
RCM
570
Radnor Capital Management
Pennsylvania
$6.99M -$666K -7,300 -9%
BCM
571
Birch Capital Management
Texas
$6.9M +$377K +4,132 +6%
WIS
572
Wright Investors Service
Connecticut
$6.89M +$259K +2,841 +4%
MOS
573
MGO One Seven
Ohio
$6.89M -$659K -7,221 -9%
KCPG
574
Kavar Capital Partners Group
Kansas
$6.87M +$183K +2,004 +3%
ARG
575
Advisory Resource Group
Oklahoma
$6.85M +$384K +4,206 +6%