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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
601
Tandem Capital Management
New Jersey
$3.21M +$9.85K +150 +0.3%
HZ
602
Hixon Zuercher
Ohio
$3.2M +$41.1K +626 +1%
VAS
603
Vestmark Advisory Solutions
Massachusetts
$3.2M -$1.01M -15,373 -24%
B
604
Bailard
California
$3.19M +$381K +5,807 +13%
WAC
605
William Allan Corp
Colorado
$3.19M +$31.7K +482 +1%
MOS
606
MGO One Seven
Ohio
$3.18M -$301K -4,577 -9%
SC
607
Sepio Capital
Utah
$3.16M -$64.8K -986 -2%
CWI
608
Conscious Wealth Investments
Florida
$3.15M +$14.6K +222 +0.5%
CRM
609
Cramer Rosenthal McGlynn
Connecticut
$3.15M +$1.13M +17,278 +55%
CG
610
Caprock Group
Idaho
$3.15M -$483K -7,348 -13%
SA
611
SAM Advisors
California
$3.12M +$3.17M +48,213 New
JC
612
JB Capital
Connecticut
$3.12M +$374K +5,687 +13%
FG
613
Fiduciary Group
Georgia
$3.11M -$246K -3,748 -7%
MCC
614
Malaga Cove Capital
California
$3.11M -$31.1K -473 -1%
CAL
615
Capital Analysts LLC
Pennsylvania
$3.1M +$411K +6,256 +15%
NMIMC
616
Northwestern Mutual Investment Management Company
Wisconsin
$3.07M -$10.7K -163 -0.3%
PP
617
Prudential plc
United Kingdom
$3.06M -$679K -10,340 -18%
HWM
618
HB Wealth Management
Georgia
$3.06M +$925K +14,085 +43%
SIA
619
SGL Investment Advisors
Montana
$3.05M +$2.5M +38,039 New
PC
620
Permanens Capital
New York
$3.04M -$2.43M -36,998 -44%
VIM
621
Vinva Investment Management
Australia
$3.02M -$182K -2,765 -6%
HA
622
Harfst & Associates
Wyoming
$3.01M +$115K +1,755 +4%
KJHP
623
K.J. Harrison & Partners
Ontario, Canada
$3M +$683K +10,400 +33%
DAS
624
Diversify Advisory Services
Utah
$3M +$919K +13,997 +49%
CIBC World Market
625
CIBC World Market
Ontario, Canada
$2.96M -$3.86M -58,737 -56%