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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
651
Plato Investment Management
Australia
$5.73M
DIM
652
DLK Investment Management
California
$5.7M -$9.01K -95 -0.2%
CAS
653
Coppell Advisory Solutions
Texas
$5.69M +$608K +6,412 +13%
PAI
654
Pittenger & Anderson Inc
Nebraska
$5.69M +$130K +1,370 +2%
CI
655
Conning Inc
Connecticut
$5.68M +$343K +3,615 +7%
HI
656
Harrington Investments
California
$5.66M +$36.4K +384 +0.7%
KF
657
Krilogy Financial
Missouri
$5.63M +$2.24M +23,589 +76%
LGF
658
LGT Group Foundation
Liechtenstein
$5.62M -$679K -7,158 -11%
VFA
659
Voya Financial Advisors
Connecticut
$5.54M -$237K -2,495 -4%
IAA
660
Independent Advisor Alliance
North Carolina
$5.51M +$1.51M +15,894 +41%
CA
661
Commerzbank Aktiengesellschaft
Germany
$5.5M +$3.59M +37,807 +219%
BF
662
BOK Financial
Oklahoma
$5.5M -$438K -4,616 -8%
RCAP
663
Resolute Capital Asset Partners
Colorado
$5.5M -$2.37M -25,000 -31%
CAL
664
Capital Analysts LLC
Pennsylvania
$5.5M +$197K +2,076 +4%
SWP
665
Stratos Wealth Partners
Ohio
$5.47M +$649K +6,845 +14%
GSWM
666
Greenup Street Wealth Management
Michigan
$5.47M +$1.9M +20,008 +58%
PAS
667
Park Avenue Securities
New York
$5.45M +$264K +2,788 +5%
FAB
668
First American Bank
Illinois
$5.4M +$3.23K +34 +0.1%
NMIMC
669
Northwestern Mutual Investment Management Company
Wisconsin
$5.33M -$96.2K -1,014 -2%
B
670
Bailard
California
$5.31M -$214K -2,252 -4%
IWA
671
IBEX Wealth Advisors
New Jersey
$5.3M +$121K +1,273 +2%
KPPF
672
Klein Pavlis & Peasley Financial
California
$5.28M +$172K +1,812 +4%
IVP
673
Intrinsic Value Partners
Arizona
$5.24M -$232K -2,448 -4%
MK
674
MASTERINVEST Kapitalanlage
$5.23M
KeyBank National Association
675
KeyBank National Association
Ohio
$5.23M +$146K +1,535 +3%