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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SA
651
Strategic Advisors
New York
$847K +$90.5K +1,633 +11%
SFG
652
SevenBridge Financial Group
Pennsylvania
$844K +$36.8K +665 +4%
CI
653
Cowen Inc
New York
$843K
WMC
654
Westwood Management Corporation
Illinois
$843K +$194K +3,500 +27%
FNBOH
655
First National Bank of Hutchinson
Kansas
$829K +$23.9K +431 +3%
DAS
656
Dynamic Advisor Solutions
Arizona
$826K +$273K +4,930 +44%
CT
657
Coastline Trust
Rhode Island
$807K
CB
658
CNB Bank
Pennsylvania
$799K -$20.3K -366 -2%
TAM
659
Tyers Asset Management
Texas
$783K +$78K +1,408 +10%
PW
660
Price Wealth
Texas
$773K +$25.5K +460 +3%
BP
661
BBR Partners
New York
$767K -$499 -9 -0.1%
BUB
662
BBVA USA Bancshares
Texas
$765K +$62.1K +1,121 +8%
BDS
663
Banco de Sabadell
Florida
$763K
MML Investors Services
664
MML Investors Services
Massachusetts
$757K +$122K +2,199 +17%
UCI
665
Uncommon Cents Investing
Wisconsin
$754K
VF
666
Virtu Financial
New York
$751K +$814K +14,689 New
DBRC
667
D.B. Root & Company
Pennsylvania
$744K +$393K +7,090 +95%
CRC
668
Curi RMB Capital
Illinois
$742K -$576K -10,404 -42%
FNBT
669
FineMark National Bank & Trust
Florida
$738K +$222 +4 +0%
DIM
670
DC Investments Management
Virginia
$738K +$800K +14,449 New
DWM
671
Dakota Wealth Management
Florida
$735K +$797K +14,380 New
AI
672
Atria Investments
North Carolina
$734K +$66.2K +1,195 +9%
ACA
673
Atlas Capital Advisors
Wyoming
$732K +$767K +13,843 New
CSIC
674
Clifford Swan Investment Counsel
California
$730K +$157K +2,841 +25%
FA
675
FDx Advisors
Illinois
$729K -$355K -6,414 -31%