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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SFO
651
Stenger Family Office
Illinois
$4.87M +$1.82M +19,982 +61%
NMIMC
652
Northwestern Mutual Investment Management Company
Wisconsin
$4.84M -$94K -1,031 -2%
DWP
653
Daymark Wealth Partners
Ohio
$4.83M +$168K +1,838 +4%
IVP
654
Intrinsic Value Partners
Arizona
$4.82M -$8.21K -90 -0.2%
DFCM
655
Dark Forest Capital Management
Puerto Rico
$4.82M +$4.76M +52,214 New
IAA
656
Independent Advisor Alliance
North Carolina
$4.8M +$175K +1,923 +4%
AF
657
Allworth Financial
California
$4.78M +$66.3K +727 +1%
B
658
Bailard
California
$4.74M -$144K -1,575 -3%
PFS
659
Prospera Financial Services
Texas
$4.73M +$77.1K +845 +2%
EF
660
Empirical Finance
Pennsylvania
$4.72M +$183K +2,009 +4%
CT
661
Colonial Trust
South Carolina
$4.71M -$20.8K -228 -0.4%
SWP
662
Stratos Wealth Partners
Ohio
$4.69M -$779K -8,545 -14%
RCM
663
RNC Capital Management
California
$4.68M +$10.4K +114 +0.2%
CFG
664
Citizens Financial Group
Rhode Island
$4.68M -$5.27M -57,741 -53%
KeyBank National Association
665
KeyBank National Association
Ohio
$4.66M -$235K -2,576 -5%
CAS
666
Coppell Advisory Solutions
Texas
$4.65M +$7.51M +82,321 New
N
667
Natixis
France
$4.65M -$30.1M -329,914 -87%
ACM
668
Arini Captial Management
United Kingdom
$4.61M +$4.56M +50,000 New
VT
669
Vise Technologies
New York
$4.59M +$1.7M +18,671 +60%
GT
670
Greenleaf Trust
Michigan
$4.58M -$59.5K -653 -1%
CYG
671
Clean Yield Group
Vermont
$4.55M +$186K +2,043 +4%
MSA
672
MUFG Securities Americas
New York
$4.54M +$275K +3,020 +7%
VFA
673
Voya Financial Advisors
Connecticut
$4.53M -$308K -3,377 -6%
PFGIA
674
Patriot Financial Group Insurance Agency
Massachusetts
$4.52M -$3.7M -40,564 -45%
NB
675
Nicolet Bankshares
Wisconsin
$4.5M -$197K -2,158 -4%