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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
601
Delta Capital Management
New Jersey
$4.03M -$5.99K -80 -0.1%
IVP
602
Intrinsic Value Partners
Arizona
$4.02M -$78.6K -1,050 -2%
Greenleaf Trust
603
Greenleaf Trust
Michigan
$4.02M -$93.5K -1,249 -2%
Montag & Associates
604
Montag & Associates
Georgia
$3.93M -$44.1K -589 -1%
Synovus Financial
605
Synovus Financial
Georgia
$3.93M -$1.11M -14,782 -22%
AlTi Global
606
AlTi Global
New York
$3.92M +$2.43M +32,531 +162%
Caprock Group
607
Caprock Group
Idaho
$3.91M +$317K +4,234 +9%
SG Americas Securities
608
SG Americas Securities
New York
$3.91M -$441K -5,887 -10%
FAB
609
First American Bank
Illinois
$3.9M +$100K +1,341 +3%
PAI
610
Pittenger & Anderson Inc
Nebraska
$3.88M -$17.1K -229 -0.4%
First Trust Advisors
611
First Trust Advisors
Illinois
$3.78M -$30.1M -402,207 -89%
Prospera Financial Services
612
Prospera Financial Services
Texas
$3.77M +$2.24M +29,964 +143%
FFG
613
Fiduciary Financial Group
California
$3.75M -$251K -3,357 -6%
Vestmark Advisory Solutions
614
Vestmark Advisory Solutions
Massachusetts
$3.74M +$86.7K +1,158 +2%
CT
615
Colonial Trust
South Carolina
$3.73M +$874K +11,677 +30%
Vaughan David Investments
616
Vaughan David Investments
Illinois
$3.73M -$401K -5,359 -10%
IC
617
Inkwell Capital
Florida
$3.72M +$3.77M +50,330 New
LAM
618
LECAP Asset Management
United Kingdom
$3.7M +$2.65M +35,399 +242%
HZ
619
Hixon Zuercher
Ohio
$3.7M +$42.4K +567 +1%
Daymark Wealth Partners
620
Daymark Wealth Partners
Ohio
$3.7M -$101K -1,344 -3%
WAC
621
William Allan Corp
Colorado
$3.7M +$58.4K +781 +2%
Capital Analysts LLC
622
Capital Analysts LLC
Pennsylvania
$3.69M +$142K +1,899 +4%
TCM
623
Tandem Capital Management
New Jersey
$3.67M +$1.05K +14 +0%
JB Capital
624
JB Capital
Connecticut
$3.66M +$97.5K +1,303 +3%
Bailard
625
Bailard
California
$3.66M +$17.2K +230 +0.5%