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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
DI
601
DAGCO Inc
Ohio
$1.03M -$22.1K -547 -2%
FAAS
602
First Allied Advisory Services
California
$1.02M +$279K +6,917 +40%
CS
603
Comerica Securities
Michigan
$1.01M -$1.23M -30,595 -56%
GIM
604
Grassi Investment Management
California
$1.01M -$2.61M -64,677 -73%
Carson Wealth (CWM LLC)
605
Carson Wealth (CWM LLC)
Nebraska
$1.01M
NAMP
606
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$989K -$10.1K -250 -1%
MCM
607
MAI Capital Management
Ohio
$988K -$113K -2,798 -11%
PAM
608
Palisade Asset Management
Minnesota
$986K
ECM
609
Everence Capital Management
Indiana
$985K
AWM
610
AE Wealth Management
Kansas
$972K +$42.4K +1,051 +5%
BBHC
611
Brown Brothers Harriman & Co
New York
$971K +$21.7K +537 +2%
MFAM
612
Motley Fool Asset Management
Virginia
$969K -$8.47K -210 -0.9%
SS
613
Simplicity Solutions
Minnesota
$940K +$58.7K +1,454 +7%
ZCA
614
Zeke Capital Advisors
Pennsylvania
$923K -$123K -3,050 -12%
ET
615
Equitable Trust
Tennessee
$923K
AP
616
Advisor Partners
California
$916K -$325K -8,053 -27%
SSA
617
Schonfeld Strategic Advisors
New York
$914K -$6.77M -167,787 -88%
GAM
618
Griffin Asset Management
New York
$909K -$74.5K -1,845 -8%
P
619
Pitcairn
Pennsylvania
$906K +$129K +3,186 +17%
FDCDDQ
620
Federation des caisses Desjardins du Quebec
Quebec, Canada
$900K +$27.2K +674 +3%
VAS
621
Vestmark Advisory Solutions
Massachusetts
$900K +$176K +4,349 +25%
CCM
622
Chilton Capital Management
Texas
$881K -$8.45M -209,354 -91%
ANRIA
623
American National Registered Investment Advisor
Texas
$879K
AIM
624
ARK Investment Management
Florida
$875K +$33.2K +822 +4%
RIM
625
Regent Investment Management
Kentucky
$867K -$92.8K -2,300 -10%