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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SLF
626
Sun Life Financial
Ontario, Canada
$261K -$355K -12,100 -59%
AI
627
Atria Investments
North Carolina
$261K -$159K -5,415 -40%
TWA
628
TCI Wealth Advisors
Arizona
$261K -$79.4K -2,707 -25%
Tudor Investment Corp
629
Tudor Investment Corp
Connecticut
$258K -$998K -34,027 -81%
Luther King Capital Management (LKCM)
630
Luther King Capital Management (LKCM)
Texas
$254K
JFGIW
631
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$253K -$14.9K -508 -6%
BFA
632
Bragg Financial Advisors
North Carolina
$253K
DLA
633
Douglas Lane & Associates
New York
$247K -$43.7K -1,490 -16%
FB
634
Fulton Bank
Pennsylvania
$239K +$222K +7,560 New
WPW
635
Waldron Private Wealth
Pennsylvania
$238K +$221K +7,540 New
SA
636
Strategic Advisors
New York
$237K +$220K +7,492 New
BL
637
Balentine LLC
Georgia
$234K +$2.61K +89 +1%
WP
638
WealthPLAN Partners
Nebraska
$232K -$258K -8,801 -55%
CB
639
Chemical Bank
Michigan
$231K -$44.7K -1,525 -17%
Verition Fund Management
640
Verition Fund Management
Connecticut
$230K -$1.94M -66,130 -90%
NIPH
641
NN Investment Partners Holdings
Netherlands
$230K
SCM
642
Shelton Capital Management
Colorado
$230K +$213K +7,272 New
SFM
643
Soros Fund Management
New York
$230K +$214K +7,294 New
PAM
644
Palisade Asset Management
Minnesota
$229K +$213K +7,250 New
WAS
645
WESPAC Advisors SoCal
California
$227K
CA
646
CapWealth Advisors
Tennessee
$227K +$211K +7,185 New
BCM
647
Bridgeway Capital Management
Texas
$224K +$208K +7,100 New
FMLI
648
Fukoku Mutual Life Insurance
Japan
$223K
PI
649
PineBridge Investments
New York
$223K +$193K +6,598 +1,363%
AWCI
650
Alpine Woods Capital Investors
New York
$221K -$58.6K -2,000 -22%