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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
551
Private Advisor Group
New Jersey
$1.06M +$26.8K +639 +2%
SMH
552
Sanders Morris Harris
Texas
$1.06M
LNWWM
553
Laird Norton Wetherby Wealth Management
California
$1.05M -$13.1K -313 -1%
GAM
554
Gemmer Asset Management
California
$1.05M +$7.22K +172 +0.6%
CCM
555
Coe Capital Management
Illinois
$1.05M +$47.5K +1,133 +4%
MME
556
Meag Munich Ergo
Germany
$1.05M -$749K -17,853 -36%
MERSOM
557
Municipal Employees' Retirement System of Michigan
Michigan
$1.04M
SFO
558
Stokes Family Office
Louisiana
$1.04M +$388K +9,241 +43%
LW
559
Linscomb Wealth
Texas
$1.04M -$120K -2,866 -9%
FCH
560
Freestone Capital Holdings
Washington
$1.03M +$317K +7,543 +33%
OFG
561
OTA Financial Group
New York
$1.02M +$1.28M +30,483 New
SS
562
Simplicity Solutions
Minnesota
$1.02M -$376K -8,963 -23%
PWW
563
Pettyjohn Wood & White
Virginia
$1.01M +$2.1K +50 +0.2%
BCM
564
Birmingham Capital Management
Alabama
$1.01M +$48.3K +1,150 +4%
Carson Wealth (CWM LLC)
565
Carson Wealth (CWM LLC)
Nebraska
$1.01M
PNC
566
Park National Corp
Ohio
$997K -$292K -6,954 -19%
IRF
567
IBM Retirement Fund
New York
$995K +$430K +10,243 +53%
ECM
568
Everence Capital Management
Indiana
$989K +$257K +6,120 +26%
VFA
569
Voya Financial Advisors
Connecticut
$983K +$46.6K +1,111 +4%
PCM
570
Penserra Capital Management
California
$981K +$950K +22,627 +529%
FI
571
Fosun International
China
$975K
LS
572
Leelyn Smith
Illinois
$961K +$311K +7,412 +35%
IC
573
Inverness Counsel
New York
$960K -$47.4K -1,130 -4%
HPC
574
HM Payson & Co
Maine
$959K -$170K -4,054 -12%
EAM
575
Erste Asset Management
Austria
$957K -$3.77M -89,727 -76%