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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
OHIS
551
Oak Harvest Investment Services
Texas
$7.93M -$4.02M -44,048 -34%
Balyasny Asset Management
552
Balyasny Asset Management
Illinois
$7.92M -$66.4M -727,602 -89%
FA
553
Fagan Associates
New York
$7.87M +$159K +1,740 +2%
SWM
554
Sendero Wealth Management
Texas
$7.83M +$1.6M +17,585 +26%
HCPC
555
Hamilton Capital Partners (Canada)
$7.8M +$2.59M +28,438 +51%
RAM
556
Redmond Asset Management
Virginia
$7.75M -$111K -1,218 -1%
XWM
557
Xcel Wealth Management
Florida
$7.72M +$5.19M +56,952 +214%
KF
558
Krilogy Financial
Missouri
$7.7M +$1.35M +14,765 +21%
LSERS
559
Louisiana State Employees Retirement System
Louisiana
$7.7M -$146K -1,600 -2%
UOTTAIMCU
560
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$7.67M +$2.72M +29,810 +56%
NMERB
561
New Mexico Educational Retirement Board
New Mexico
$7.67M +$401K +4,400 +6%
OC
562
Oppenheimer & Co
New York
$7.62M -$104K -1,138 -1%
NW
563
NewEdge Wealth
Pennsylvania
$7.56M +$45.5K +499 +0.6%
1832 Asset Management
564
1832 Asset Management
Ontario, Canada
$7.54M -$6.01M -65,899 -45%
BWP
565
Baldwin Wealth Partners
Massachusetts
$7.53M -$1.03M -11,345 -12%
NGA
566
Naples Global Advisors
Florida
$7.53M +$549K +6,021 +8%
CICI
567
Capital Investment Counsel Inc
North Carolina
$7.5M -$155K -1,699 -2%
WANY
568
Wealthspire Advisors (New York)
New York
$7.4M +$3.48M +38,125 +91%
SFA
569
Spectrum Financial Alliance
Kentucky
$7.36M -$243K -2,661 -3%
BAMF
570
BI Asset Management Fondsmaeglerselskab
Denmark
$7.1M -$529K -5,806 -7%
MIM
571
Marco Investment Management
Georgia
$7.07M -$1.92K -21 -0%
FFA
572
Farther Finance Advisors
California
$7.05M +$320K +3,509 +5%
GHAM
573
Gilman Hill Asset Management
Connecticut
$7M +$135K +1,477 +2%
IPAM
574
ICICI Prudential Asset Management
India
$6.99M +$2.62M +28,700 +61%
RCM
575
Radnor Capital Management
Pennsylvania
$6.99M -$666K -7,300 -9%