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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
551
Steward Partners Investment Advisory
New York
$1.25M -$12.3K -273 -0.9%
SFM
552
Signature Financial Management
Virginia
$1.24M
AT
553
Arden Trust
Delaware
$1.23M +$485K +10,732 +57%
PMG
554
ProVise Management Group
Florida
$1.21M +$781K +17,263 +145%
RFC
555
Regions Financial Corp
Alabama
$1.21M +$434K +9,589 +49%
SAM
556
Sheffield Asset Management
Illinois
$1.18M +$1.29M +28,500 New
CM
557
Crestline Management
Texas
$1.18M +$1.28M +28,388 New
KIA
558
KCM Investment Advisors
California
$1.18M +$72.4K +1,600 +6%
Federated Hermes
559
Federated Hermes
Pennsylvania
$1.18M -$193K -4,259 -13%
MYIA
560
Mount Yale Investment Advisors
Colorado
$1.17M +$147K +3,247 +14%
ANRIA
561
American National Registered Investment Advisor
Texas
$1.16M
LIA
562
LS Investment Advisors
Michigan
$1.15M +$228K +5,043 +22%
SFFS
563
Stonehage Fleming Financial Services
Jersey
$1.14M
HCA
564
Harbour Capital Advisors
Virginia
$1.14M +$53.6K +1,185 +5%
TH
565
TCTC Holdings
Texas
$1.13M
WCM
566
Wunderlich Capital Managemnt
Tennessee
$1.12M +$85.8K +1,896 +8%
JIC
567
Johnson Investment Counsel
Ohio
$1.11M +$859 +19 +0.1%
HAI
568
Hennessy Advisors Inc
California
$1.1M -$837K -18,500 -41%
RCM
569
Riverhead Capital Management
Delaware
$1.1M +$97.2K +2,149 +9%
DI
570
DAGCO Inc
Ohio
$1.09M +$1.19M +26,308 New
MME
571
Meag Munich Ergo
Germany
$1.09M -$886K -19,577 -43%
Cerity Partners
572
Cerity Partners
New York
$1.09M +$2.98K +66 +0.3%
ET
573
Equitable Trust
Tennessee
$1.07M +$637K +14,078 +120%
PP
574
Paloma Partners
Connecticut
$1.07M +$1.17M +25,794 New
ECM
575
Everence Capital Management
Indiana
$1.07M