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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PA
576
Paragon Advisors
Texas
$2.96M +$4.14M +56,577 New
NAMA
577
Nikko Asset Management Americas
New York
$2.96M +$29.6K +404 +0.7%
DCM
578
Delta Capital Management
New Jersey
$2.94M +$4.11M +56,160 New
SLG
579
Stanley-Laman Group
Pennsylvania
$2.94M +$497K +6,792 +14%
SHA
580
Seneca House Advisors
Virginia
$2.94M +$984K +13,432 +32%
GSWM
581
Greenup Street Wealth Management
Michigan
$2.92M +$2.6M +35,501 +176%
SWM
582
Sendero Wealth Management
Texas
$2.9M -$35.5K -485 -0.9%
SI
583
Stephens Inc
Arkansas
$2.9M +$659K +8,997 +19%
PA
584
Parallel Advisors
California
$2.89M +$1.67M +22,868 +71%
RIM
585
Reliant Investment Management
Tennessee
$2.89M -$157K -2,145 -4%
V
586
Veritable
Delaware
$2.88M +$804K +10,974 +25%
FAB
587
First American Bank
Illinois
$2.87M -$990K -13,521 -20%
CWM
588
Compass Wealth Management
Connecticut
$2.86M -$1.01M -13,838 -20%
BAM
589
Belpointe Asset Management
Nevada
$2.85M +$3.23M +44,076 +426%
KRSITF
590
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.84M -$32.7K -447 -0.8%
WAM
591
Wolverine Asset Management
Illinois
$2.83M +$3.73M +50,881 +1,571%
ASN
592
Advisory Services Network
Georgia
$2.83M +$235K +3,210 +6%
RC
593
RBF Capital
California
$2.83M
ORAM
594
One River Asset Management
Connecticut
$2.82M +$3.94M +53,743 New
RC
595
Roundview Capital
New Jersey
$2.81M +$476K +6,503 +14%
JAM
596
Jupiter Asset Management
United Kingdom
$2.8M -$4.26M -58,231 -52%
PFO
597
Pathstone Family Office
New Jersey
$2.79M -$2.67M -36,478 -41%
Vontobel Holding
598
Vontobel Holding
Switzerland
$2.78M -$133K -1,821 -3%
SWM
599
Salvus Wealth Management
New Jersey
$2.77M +$1.14M +15,596 +42%
WAC
600
William Allan Corp
Colorado
$2.76M +$283K +3,868 +8%