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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FAB
651
First American Bank
Illinois
$4.85M +$24.9K +297 +0.6%
PCIG
652
Partners Capital Investment Group
Massachusetts
$4.84M +$4.45M +53,093 New
PFS
653
Prospera Financial Services
Texas
$4.84M -$1.42K -17 -0%
DCM
654
Delta Capital Management
New Jersey
$4.82M
FC
655
FORA Capital
Florida
$4.77M +$4.38M +52,261 New
CT
656
Colonial Trust
South Carolina
$4.77M +$39.9K +477 +0.9%
CI
657
Conning Inc
Connecticut
$4.73M -$320K -3,821 -7%
IMCOOI
658
Investment Management Corp of Ontario (IMCO)
Canada
$4.7M -$544K -6,500 -11%
BCPE
659
Bain Capital Public Equity
Massachusetts
$4.68M -$853K -10,190 -17%
ATIA
660
American Trust Investment Advisors
New Hampshire
$4.68M -$1.51M -18,055 -26%
HZ
661
Hixon Zuercher
Ohio
$4.63M -$1.42K -17 -0%
EF
662
Empirical Finance
Pennsylvania
$4.62M +$38.2K +456 +0.9%
RCM
663
RNC Capital Management
California
$4.62M +$902K +10,772 +27%
GWM
664
Greenwich Wealth Management
Connecticut
$4.61M +$4.23M +50,492 New
DWM
665
Dakota Wealth Management
Florida
$4.6M +$567K +6,769 +16%
KeyBank National Association
666
KeyBank National Association
Ohio
$4.57M +$43.8K +523 +1%
DWP
667
Daymark Wealth Partners
Ohio
$4.56M +$26.2K +313 +0.6%
MCM
668
Maltese Capital Management
New York
$4.56M +$2.93M +35,000 +233%
CWM
669
Congress Wealth Management
Massachusetts
$4.55M +$2.47M +29,466 +145%
BF
670
BOK Financial
Oklahoma
$4.54M +$1.92M +22,912 +85%
IAN
671
Integrated Advisors Network
Texas
$4.53M -$557K -6,654 -12%
BFM
672
Boothbay Fund Management
New York
$4.53M +$4.16M +49,648 New
TCM
673
Tandem Capital Management
New Jersey
$4.5M -$15.2K -182 -0.4%
KPPF
674
Klein Pavlis & Peasley Financial
California
$4.48M -$798K -9,536 -16%
FNT
675
First National Trust
Pennsylvania
$4.47M +$293K +3,496 +8%