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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
ALMGDA
601
AG2R La Mondiale Gestion d'Actifs
France
$6.39M -$29.7K -303 -0.4%
LG
602
LaFleur & Godfrey
Michigan
$6.38M +$459K +4,680 +7%
KF
603
Krilogy Financial
Missouri
$6.37M +$1.38M +14,050 +26%
PSC
604
Prentiss Smith & Co
Vermont
$6.36M -$1.37K -14 -0%
SWM
605
Sendero Wealth Management
Texas
$6.33M +$162K +1,651 +3%
PCP
606
Pacific Capital Partners
$6.3M +$3.57M +36,374 +119%
IRAG
607
Investment Research & Advisory Group
Georgia
$6.3M +$80.6K +822 +1%
CCM
608
Condor Capital Management
New Jersey
$6.27M +$818K +8,337 +14%
LAI
609
Legal Advantage Investments
California
$6.26M +$304K +3,100 +5%
TCIIS
610
TIAA-CREF Individual & Institutional Services
New York
$6.21M +$6.48M +66,101 New
TLCM
611
Twin Lakes Capital Management
California
$6.18M -$75.5K -770 -1%
GH
612
GAM Holding
Switzerland
$6.15M -$2.14M -21,798 -25%
SC
613
Scotia Capital
Ontario, Canada
$6.05M -$482K -4,919 -7%
VCM
614
Voleon Capital Management
California
$6.05M -$10.7M -109,302 -63%
HWM
615
HB Wealth Management
Georgia
$6.05M +$465K +4,737 +8%
SFI
616
Siemens Fonds Invest
Germany
$6.03M -$255K -2,605 -4%
IA
617
IFP Advisors
Florida
$6M +$1.31M +13,329 +26%
NPT
618
National Philanthropic Trust
Pennsylvania
$5.99M -$1.82M -18,601 -23%
Walleye Trading
619
Walleye Trading
New York
$5.95M -$13.5K -138 -0.2%
LNWTC
620
Laird Norton Wetherby Trust Company
Washington
$5.93M -$505K -5,147 -8%
OLA
621
Oliver Luxxe Assets
New Jersey
$5.92M -$20.4K -208 -0.3%
SWM
622
Spire Wealth Management
Virginia
$5.89M -$234K -2,384 -4%
SCB
623
Saudi Central Bank
Saudi Arabia
$5.86M +$6.11M +62,309 New
JAFL
624
Jay A. Fishman Ltd
Michigan
$5.84M +$6.09M +62,120 New
TSW
625
Thompson Siegel & Walmsley
Virginia
$5.83M -$172K -1,750 -3%