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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
651
Perigon Wealth Management
California
$2.64M +$147K +1,675 +6%
BAM
652
Blueshift Asset Management
New Jersey
$2.63M +$2.74M +31,156 New
PFO
653
Pathstone Family Office
New Jersey
$2.63M -$180K -2,048 -6%
VF
654
Virtu Financial
New York
$2.62M +$2.41M +27,398 +751%
NIMI
655
Natixis Investment Managers International
France
$2.58M +$2.69M +30,570 New
RA
656
RiverPark Advisors
New York
$2.57M -$1.47M -16,764 -35%
MAM
657
Morse Asset Management
Connecticut
$2.57M +$1.71M +19,435 +177%
AWS
658
Atria Wealth Solutions
New York
$2.55M +$2.66M +30,247 New
CTA
659
Colonial Trust Advisors
South Carolina
$2.54M +$350K +3,980 +15%
SSWM
660
Sheets Smith Wealth Management
North Carolina
$2.54M +$1.38M +15,686 +109%
MUAMU
661
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.53M +$1.32M +15,000 +100%
BBHC
662
Brown Brothers Harriman & Co
New York
$2.53M +$118K +1,340 +5%
JIC
663
Johnson Investment Counsel
Ohio
$2.53M +$120K +1,361 +5%
PWP
664
Private Wealth Partners
California
$2.52M -$113K -1,290 -4%
GAM
665
Gotham Asset Management
New York
$2.5M +$1.23M +13,962 +89%
PRC
666
Pearl River Capital
Michigan
$2.5M +$2.61M +29,621 New
AP
667
Advisor Partners
California
$2.48M +$126K +1,433 +5%
AWS
668
AJ Wealth Strategies
New York
$2.48M +$1.06K +12 +0%
M
669
Mirova
France
$2.46M -$46.3K -526 -2%
OSAM
670
O'Shaughnessy Asset Management
Connecticut
$2.44M +$849K +9,647 +50%
PAM
671
Private Asset Management
California
$2.42M -$279K -3,169 -10%
AP
672
Appleton Partners
Massachusetts
$2.41M -$262K -2,978 -9%
WAC
673
William Allan Corp
Colorado
$2.4M +$129K +1,470 +5%
Verition Fund Management
674
Verition Fund Management
Connecticut
$2.38M +$2.49M +28,285 New
GKWIM
675
Gerber Kawasaki Wealth & Investment Management
California
$2.38M +$2.22M +25,234 +1,009%