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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MOS
551
MGO One Seven
Ohio
$3.65M +$288K +4,154 +25%
KAS
552
Kestra Advisory Services
Texas
$3.65M +$657K +9,464 +23%
GAM
553
Gotham Asset Management
New York
$3.61M +$1.76M +25,415 +102%
GCP
554
Gill Capital Partners
Colorado
$3.6M +$13.9K +200 +0.4%
GFI
555
Global Frontier Investments
South Carolina
$3.59M
SCA
556
Stonebridge Capital Advisors
Minnesota
$3.59M -$34.2K -493 -1%
SLG
557
Stanley-Laman Group
Pennsylvania
$3.59M +$95.5K +1,376 +3%
Cetera Investment Advisers
558
Cetera Investment Advisers
Illinois
$3.54M -$30.2K -435 -0.9%
SFM
559
Signet Financial Management
New Jersey
$3.54M +$18.8K +271 +0.6%
ASN
560
Advisory Services Network
Georgia
$3.52M -$201K -2,890 -6%
PA
561
Pinnacle Associates
New York
$3.51M -$264K -3,801 -7%
WAC
562
William Allan Corp
Colorado
$3.5M +$618K +8,905 +22%
IPAM
563
ICICI Prudential Asset Management
India
$3.49M
NA
564
NewEdge Advisors
Louisiana
$3.45M +$232K +3,346 +7%
AWS
565
Atria Wealth Solutions
New York
$3.45M +$1.48M +21,268 +80%
COI
566
Connable Office Inc
Michigan
$3.4M
MAA
567
Mraz Amerine & Associates
California
$3.39M
PA
568
PFG Advisors
Arizona
$3.38M -$41.5M -598,307 -93%
CCA
569
Covey Capital Advisors
Georgia
$3.35M -$10.3K -149 -0.3%
Vontobel Holding
570
Vontobel Holding
Switzerland
$3.34M -$52.6K -758 -2%
LNWWM
571
Laird Norton Wetherby Wealth Management
California
$3.32M +$147K +2,111 +5%
PC
572
Permanens Capital
New York
$3.32M -$2.28M -32,844 -42%
NIC
573
Northwest Investment Counselors
Oregon
$3.31M -$50.5K -728 -2%
LGF
574
LGT Group Foundation
Liechtenstein
$3.3M -$268K -3,855 -8%
OSAM
575
O'Shaughnessy Asset Management
Connecticut
$3.28M +$899K +12,943 +40%