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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
551
Sendero Wealth Management
Texas
$8.15M -$2.47M -29,465 -25%
SAM
552
Securian Asset Management
Minnesota
$8.15M -$80.6K -963 -1%
GIBU
553
Gulf International Bank (UK)
United Kingdom
$8.05M -$894K -10,676 -11%
WANY
554
Wealthspire Advisors (New York)
New York
$8.02M -$64.1K -766 -0.9%
OC
555
Oppenheimer & Co
New York
$7.93M -$240K -2,872 -3%
AAIM
556
American Assets Investment Management
California
$7.91M – – –
PFPT
557
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.88M +$5.69M +67,904 +368%
TW
558
Trajan Wealth
Arizona
$7.88M +$1.15M +13,761 +19%
NW
559
NewEdge Wealth
Pennsylvania
$7.74M +$317K +3,786 +5%
RCM
560
Radnor Capital Management
Pennsylvania
$7.72M -$321K -3,829 -4%
MA
561
Mezzasalma Advisors
New Jersey
$7.72M +$8.21K +98 +0.1%
MSRPS
562
Maryland State Retirement & Pension System
Maryland
$7.57M +$458K +5,473 +7%
VC
563
Vestor Capital
Illinois
$7.52M +$5.59M +66,754 +4,340%
CPBTD
564
Central Pacific Bank - Trust Division
Hawaii
$7.47M +$914K +10,915 +15%
AAIS
565
ABN AMRO Investment Solutions
$7.42M +$210K +2,510 +3%
IGAM
566
iA Global Asset Management
Quebec, Canada
$7.35M +$1.92M +22,883 +40%
DILIC
567
Dai-ichi Life Insurance Company
Japan
$7.34M -$3.09M -36,924 -31%
PTCG
568
Pring Turner Capital Group
California
$7.33M -$54.5K -651 -0.8%
KBFS
569
Kohmann Bosshard Financial Services
Ohio
$7.28M -$1.42M -16,987 -18%
NMERB
570
New Mexico Educational Retirement Board
New Mexico
$7.27M – – –
LP
571
Longaeva Partners
Illinois
$7.18M -$40.2M -480,634 -86%
AAS
572
Avantax Advisory Services
Texas
$7.18M +$686K +8,197 +12%
EH
573
Equitable Holdings
New York
$7.08M -$7.88M -94,147 -55%
CCG
574
Cloverfields Capital Group
Minnesota
$7.07M -$70.3K -840 -1%
MIM
575
Marco Investment Management
Georgia
$7.06M – – –
21 22
23
24 25