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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
HPCM
601
Hunter Perkins Capital Management
Illinois
$4.07M -$150K -2,005 -4%
MCM
602
Mengis Capital Management
Oregon
$4.06M -$517K -6,904 -11%
PWP
603
Private Wealth Partners
California
$4.04M +$867K +11,583 +27%
DCM
604
Delta Capital Management
New Jersey
$4.03M -$5.99K -80 -0.1%
IVP
605
Intrinsic Value Partners
Arizona
$4.02M -$78.6K -1,050 -2%
GT
606
Greenleaf Trust
Michigan
$4.02M -$93.5K -1,249 -2%
MA
607
Montag & Associates
Georgia
$3.93M -$44.1K -589 -1%
SF
608
Synovus Financial
Georgia
$3.93M -$1.11M -14,782 -22%
AG
609
AlTi Global
New York
$3.92M +$2.43M +32,531 +162%
CG
610
Caprock Group
Idaho
$3.91M +$317K +4,234 +9%
SG Americas Securities
611
SG Americas Securities
New York
$3.91M -$441K -5,887 -10%
FAB
612
First American Bank
Illinois
$3.9M +$100K +1,341 +3%
PAI
613
Pittenger & Anderson Inc
Nebraska
$3.88M -$17.1K -229 -0.4%
First Trust Advisors
614
First Trust Advisors
Illinois
$3.78M -$30.1M -402,207 -89%
PFS
615
Prospera Financial Services
Texas
$3.77M +$2.24M +29,964 +143%
FFG
616
Fiduciary Financial Group
California
$3.75M -$251K -3,357 -6%
VAS
617
Vestmark Advisory Solutions
Massachusetts
$3.74M +$86.7K +1,158 +2%
CT
618
Colonial Trust
South Carolina
$3.73M +$874K +11,677 +30%
VDI
619
Vaughan David Investments
Illinois
$3.73M -$401K -5,359 -10%
IC
620
Inkwell Capital
Florida
$3.72M +$3.77M +50,330 New
LAM
621
LECAP Asset Management
United Kingdom
$3.7M +$2.65M +35,399 +242%
HZ
622
Hixon Zuercher
Ohio
$3.7M +$42.4K +567 +1%
DWP
623
Daymark Wealth Partners
Ohio
$3.7M -$101K -1,344 -3%
WAC
624
William Allan Corp
Colorado
$3.7M +$58.4K +781 +2%
CAL
625
Capital Analysts LLC
Pennsylvania
$3.69M +$142K +1,899 +4%