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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
NIM
601
NEOS Investment Management
Connecticut
$3.95M +$1.25M +16,932 +46%
UF
602
Univest Financial
Pennsylvania
$3.94M -$175K -2,363 -4%
NB
603
Norinchukin Bank
Japan
$3.9M +$47.1K +638 +1%
ATIA
604
American Trust Investment Advisors
New Hampshire
$3.86M +$73.1K +990 +2%
GF
605
Gabelli Funds
New York
$3.86M -$739 -10 -0%
OAC
606
OMERS Administration Corp
Ontario, Canada
$3.85M +$3.86M +52,253 New
FG
607
Fiduciary Group
Georgia
$3.81M -$161K -2,186 -4%
SWP
608
Stratos Wealth Partners
Ohio
$3.8M +$76.5K +1,036 +2%
PI
609
PineBridge Investments
New York
$3.79M +$3.8M +51,381 New
ECAM
610
East Coast Asset Management
Massachusetts
$3.78M -$46.8K -634 -1%
DWP
611
Daymark Wealth Partners
Ohio
$3.75M +$3.76M +50,953 New
TW
612
Trajan Wealth
Arizona
$3.73M +$498K +6,742 +15%
SFA
613
Sequoia Financial Advisors
Ohio
$3.73M -$15.5M -209,873 -81%
FFG
614
Fiduciary Financial Group
California
$3.7M +$4.05M +54,823 New
SC
615
Sepio Capital
Utah
$3.67M -$536K -7,260 -13%
Vontobel Holding
616
Vontobel Holding
Switzerland
$3.66M -$151K -2,049 -4%
VIM
617
Vinva Investment Management
Australia
$3.65M +$570K +7,711 +18%
TCM
618
Tandem Capital Management
New Jersey
$3.62M +$23.8K +322 +0.7%
PWP
619
Principle Wealth Partners
Connecticut
$3.61M -$140K -1,895 -4%
SFA
620
Semmax Financial Advisors
North Carolina
$3.61M +$531K +7,192 +14%
EF
621
Empirical Finance
Pennsylvania
$3.6M -$239K -3,237 -6%
HZ
622
Hixon Zuercher
Ohio
$3.6M -$482K -6,530 -12%
WAC
623
William Allan Corp
Colorado
$3.59M -$137K -1,861 -4%
AWS
624
Atria Wealth Solutions
New York
$3.58M -$94.9K -1,284 -3%
ET
625
Entropy Technologies
New York
$3.57M +$1.14M +15,372 +46%