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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
551
Federated Hermes
Pennsylvania
$1.6M -$247K -4,832 -13%
MBA
552
McQueen Ball & Associates
Pennsylvania
$1.59M -$4.34K -85 -0.3%
BCA
553
Bray Capital Advisors
Florida
$1.58M -$5.87K -115 -0.4%
LWS
554
Lucia Wealth Services
California
$1.58M +$1.64M +32,099 New
DWM
555
Destination Wealth Management
California
$1.54M +$204 +4 +0%
CC
556
ClearArc Capital
Ohio
$1.53M +$17.6K +344 +1%
RC
557
Roundview Capital
New Jersey
$1.49M +$51 +1 +0%
GAMC
558
Garner Asset Management Corp
Texas
$1.49M -$56.1K -1,099 -3%
SPIA
559
Steward Partners Investment Advisory
New York
$1.49M -$453K -8,865 -23%
ATC
560
Argent Trust Co
Tennessee
$1.48M +$79.3K +1,553 +5%
SFM
561
Signature Financial Management
Virginia
$1.47M
EP
562
Elkfork Partners
Oregon
$1.46M +$443K +8,668 +41%
TCOV
563
Trust Company of Vermont
Vermont
$1.46M -$562 -11 -0%
PA
564
Profund Advisors
Maryland
$1.46M +$41.7K +817 +3%
H
565
HoyleCohen
California
$1.45M +$135K +2,640 +10%
Capstone Investment Advisors
566
Capstone Investment Advisors
New York
$1.44M +$1M +19,594 +204%
UB
567
UMB Bank
Missouri
$1.43M +$9.35K +183 +0.6%
Wellington Management Group
568
Wellington Management Group
Massachusetts
$1.42M -$10.2M -200,022 -87%
AP
569
Advisor Partners
California
$1.41M +$12.8K +251 +0.9%
PRS
570
Pinkerton Retirement Specialists
Idaho
$1.41M +$96.7K +1,894 +7%
UR
571
USCA RIA
Texas
$1.39M -$276K -5,404 -16%
SSWM
572
Sheets Smith Wealth Management
North Carolina
$1.38M -$36.9K -722 -3%
MML Investors Services
573
MML Investors Services
Massachusetts
$1.38M +$676K +13,238 +89%
ECM
574
Element Capital Management
New York
$1.37M +$1.42M +27,903 New
ANRIA
575
American National Registered Investment Advisor
Texas
$1.37M -$1.28K -25 -0.1%