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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
626
Private Wealth Partners
California
$2.62M +$337K +4,160 +15%
VanEck Associates
627
VanEck Associates
New York
$2.6M +$1.56M +19,319 +166%
AF
628
Alerus Financial
North Dakota
$2.52M +$2.42M +29,927 New
M
629
Mirova
France
$2.5M +$2.41M +29,751 New
PWM
630
Perigon Wealth Management
California
$2.49M +$107K +1,319 +5%
KAS
631
Kestra Advisory Services
Texas
$2.48M -$1.09M -13,476 -31%
RAM
632
Redmond Asset Management
Virginia
$2.47M -$478K -5,909 -17%
AWS
633
AJ Wealth Strategies
New York
$2.47M +$971 +12 +0%
HCCM
634
Hudson Canyon Capital Management
New York
$2.42M -$119K -1,474 -5%
DWM
635
Destination Wealth Management
California
$2.42M +$1.05M +12,956 +82%
BBHC
636
Brown Brothers Harriman & Co
New York
$2.41M -$6.31K -78 -0.3%
JIC
637
Johnson Investment Counsel
Ohio
$2.41M -$44.7K -552 -2%
TF
638
TIAA FSB
Florida
$2.39M -$59.5K -735 -3%
Nomura Holdings
639
Nomura Holdings
Japan
$2.38M -$5.42M -66,996 -70%
AP
640
Advisor Partners
California
$2.35M +$317K +3,921 +16%
HHAA
641
Henry H. Armstrong Associates
Pennsylvania
$2.32M
SC
642
Sonen Capital
California
$2.32M +$2.23M +27,572 New
ANI
643
American National Insurance
Texas
$2.32M -$13.4M -165,112 -86%
WKWM
644
Walter & Keenan Wealth Management
Indiana
$2.31M
QIM
645
Quantitative Investment Management
Virginia
$2.3M +$1.93M +23,862 +684%
RBA
646
Richard Bernstein Advisors
New York
$2.29M
BF
647
BOK Financial
Oklahoma
$2.28M -$2.46M -30,436 -53%
CTA
648
Chesley Taft & Associates
Illinois
$2.27M -$65.2K -806 -3%
WAC
649
William Allan Corp
Colorado
$2.27M +$2.18M +26,995 New
CAN
650
Cetera Advisor Networks
California
$2.25M +$694K +8,583 +47%