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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BDF
651
Balasa Dinverno & Foltz
$470K +$58.9K +1,471 +16%
SGCA
652
Steel Grove Capital Advisors
Tennessee
$460K +$75.5K +1,887 +21%
MWM
653
Mission Wealth Management
California
$457K
NFG
654
Next Financial Group
Texas
$455K +$58.2K +1,454 +16%
MML Investors Services
655
MML Investors Services
Massachusetts
$454K +$86K +2,148 +26%
SFSIG
656
San Francisco Sentry Investment Group
California
$454K +$141K +3,510 +50%
ECM
657
Evergreen Capital Management
Washington
$453K +$422K +10,551 New
SFG
658
SevenBridge Financial Group
Pennsylvania
$452K +$14.8K +369 +4%
DC
659
Davenport & Co
Virginia
$451K -$65.8K -1,643 -14%
AIM
660
Aspen Investment Management
Michigan
$449K
HK
661
Horizon Kinetics
New York
$442K -$23K -574 -5%
DIA
662
Dana Investment Advisors
Wisconsin
$439K -$116K -2,894 -22%
Luther King Capital Management (LKCM)
663
Luther King Capital Management (LKCM)
Texas
$438K -$110K -2,760 -21%
WIS
664
Wright Investors Service
Connecticut
$430K -$1.07M -26,650 -73%
Handelsbanken Fonder
665
Handelsbanken Fonder
Sweden
$430K +$400K +10,000 New
PCMM
666
Private Capital Management (Minnesota)
Minnesota
$430K +$400K +10,000 New
SS
667
Simplicity Solutions
Minnesota
$424K -$64.7K -1,617 -14%
CIA
668
Capital Investment Advisors
Georgia
$424K +$560 +14 +0.1%
PI
669
PineBridge Investments
New York
$423K -$3.12K -78 -0.8%
WKWM
670
Walter & Keenan Wealth Management
Indiana
$421K +$112K +2,800 +40%
ZCA
671
Zeke Capital Advisors
Pennsylvania
$419K +$390K +9,750 New
CA
672
Capital Advantage
California
$413K +$961 +24 +0.3%
NSB
673
Norway Savings Bank
Maine
$412K +$2.52K +63 +0.7%
FHA
674
First Horizon Advisors
Tennessee
$412K +$233K +5,818 +151%
FC
675
Forte Capital
New York
$410K -$20K -500 -5%