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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
ECAM
601
East Coast Asset Management
Massachusetts
$2.76M +$25.4K +347 +0.7%
MA
602
Montag & Associates
Georgia
$2.75M -$608K -8,301 -14%
HI
603
Harrington Investments
California
$2.72M +$30.8K +420 +0.8%
DTL
604
Dynamic Technology Lab
Singapore
$2.72M +$3.8M +51,945 New
AT
605
American Trust
Kentucky
$2.7M +$603K +8,240 +19%
CP
606
CenterBook Partners
Connecticut
$2.7M +$2.06M +28,172 +120%
BIM
607
Bridgecreek Investment Management
Oklahoma
$2.7M -$156K -2,125 -4%
DA
608
Duality Advisers
Florida
$2.69M +$3.76M +51,286 New
IRAG
609
Investment Research & Advisory Group
Georgia
$2.69M -$5.05K -69 -0.1%
WANY
610
Wealthspire Advisors (New York)
New York
$2.66M -$73.7K -1,007 -2%
HWM
611
Hohimer Wealth Management
Washington
$2.66M -$162K -2,206 -4%
BHPW
612
Beverly Hills Private Wealth
California
$2.65M +$1.88M +25,672 +103%
SCA
613
Stonebridge Capital Advisors
Minnesota
$2.63M +$12.6K +172 +0.3%
E
614
Ergoteles
New York
$2.63M +$3.68M +50,194 New
SFM
615
Signet Financial Management
New Jersey
$2.62M +$53.1K +725 +1%
GCP
616
Gill Capital Partners
Colorado
$2.6M
SC
617
Scotia Capital
Ontario, Canada
$2.59M +$475K +6,485 +15%
MYLI
618
Meiji Yasuda Life Insurance
Japan
$2.59M -$1M -13,695 -22%
Lido Advisors
619
Lido Advisors
California
$2.58M +$2.51M +34,339 +230%
NIC
620
Northwest Investment Counselors
Oregon
$2.58M +$95.7K +1,307 +3%
VIM
621
Vinva Investment Management
Australia
$2.57M +$3.58M +48,899 New
IVP
622
Intrinsic Value Partners
Arizona
$2.55M +$5.86K +80 +0.2%
MCC
623
Malaga Cove Capital
California
$2.55M +$391K +5,344 +12%
IUHSA
624
Itau Unibanco Holding S.A.
Brazil
$2.55M +$2.5M +34,114 +235%
B
625
Bailard
California
$2.52M -$570K -7,785 -14%