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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SI
601
Stephens Inc
Arkansas
$1.14M +$135K +2,999 +13%
PL
602
Polianta Ltd
Jersey
$1.14M +$1.2M +26,600 New
JIC
603
Johnson Investment Counsel
Ohio
$1.13M -$7.63K -169 -0.6%
ZCA
604
Zeke Capital Advisors
Pennsylvania
$1.11M +$15.8K +350 +1%
BRWA
605
B. Riley Wealth Advisors
Florida
$1.09M +$146K +3,233 +14%
DI
606
DAGCO Inc
Ohio
$1.09M -$34.9K -773 -3%
Cerity Partners
607
Cerity Partners
New York
$1.09M -$29.6K -656 -3%
IR
608
IAT Reinsurance
New York
$1.07M
NSEDCP
609
NJ State Employees Deferred Compensation Plan
New Jersey
$1.07M
MCM
610
MAI Capital Management
Ohio
$1.04M +$9.3K +206 +0.9%
BA
611
BKS Advisors
Michigan
$1.04M -$45.1K -1,000 -4%
LWS
612
Lucia Wealth Services
California
$1.04M +$121K +2,680 +12%
NIC
613
Northwest Investment Counselors
Oregon
$1.03M +$135 +3 +0%
NAMP
614
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.02M
GIA
615
GHP Investment Advisors
Colorado
$1.01M +$13.6K +301 +1%
Carson Wealth (CWM LLC)
616
Carson Wealth (CWM LLC)
Nebraska
$1.01M -$3.59M -79,478 -85%
KRSITF
617
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.01M -$8.58K -190 -0.8%
PAM
618
Palisade Asset Management
Minnesota
$1.01M +$745K +16,500 +233%
ECM
619
Everence Capital Management
Indiana
$1.01M -$100K -2,221 -9%
RCM
620
Riverhead Capital Management
Delaware
$991K -$147K -3,246 -12%
CCM
621
Chickasaw Capital Management
Tennessee
$989K -$5.64K -125 -0.5%
CI
622
Conning Inc
Connecticut
$988K -$1.35K -30 -0.1%
EBT
623
Enterprise Bank & Trust
Massachusetts
$983K +$1.04M +22,998 New
CWAG
624
Compton Wealth Advisory Group
Virginia
$976K
RIM
625
Regent Investment Management
Kentucky
$972K -$39.9K -884 -4%