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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BCMO
601
Buckingham Capital Management (Ohio)
Ohio
$3.05M +$774K +14,774 +38%
AIM
602
Achmea Investment Management
Netherlands
$3.05M +$1.46M +27,939 +108%
KRSITF
603
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.02M -$48.6K -928 -2%
MA
604
Montag & Associates
Georgia
$3.02M +$46K +879 +2%
PFO
605
Pathstone Family Office
New Jersey
$3.01M +$146K +2,785 +5%
SCP
606
Stamos Capital Partners
California
$3.01M +$2.78M +53,040 New
AssetMark Inc
607
AssetMark Inc
California
$3.01M +$591K +11,289 +27%
WWM
608
WT Wealth Management
Arizona
$2.99M +$1.82M +34,795 +194%
AT
609
American Trust
Kentucky
$2.98M +$55.6K +1,061 +2%
SC
610
Scotia Capital
Ontario, Canada
$2.97M +$159K +3,030 +6%
WAC
611
William Allan Corp
Colorado
$2.97M -$18.9K -360 -0.7%
ECAM
612
East Coast Asset Management
Massachusetts
$2.97M -$16.5K -315 -0.6%
HI
613
Harrington Investments
California
$2.96M +$14.6K +278 +0.5%
IPAM
614
ICICI Prudential Asset Management
India
$2.96M +$2.73M +52,200 New
IRAG
615
Investment Research & Advisory Group
Georgia
$2.95M +$40.6K +776 +2%
HZ
616
Hixon Zuercher
Ohio
$2.95M +$2.72M +51,976 New
MWM
617
Marietta Wealth Management
Georgia
$2.93M +$1M +19,152 +59%
Vontobel Holding
618
Vontobel Holding
Switzerland
$2.93M -$70.6K -1,348 -3%
PWP
619
Principle Wealth Partners
Connecticut
$2.92M +$208K +3,966 +8%
YIH
620
Y-Intercept (HK)
Hong Kong
$2.9M -$382K -7,297 -12%
FAB
621
First American Bank
Illinois
$2.89M -$197K -3,752 -7%
MFG
622
Merit Financial Group
Georgia
$2.88M +$391K +7,466 +17%
WANY
623
Wealthspire Advisors (New York)
New York
$2.88M +$4.98K +95 +0.2%
SFM
624
Signet Financial Management
New Jersey
$2.85M +$10K +191 +0.4%
BCM
625
BlueMar Capital Management
Florida
$2.84M -$1.44M -27,430 -35%