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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
KPPF
651
Klein Pavlis & Peasley Financial
California
$5.25M +$294K +2,994 +6%
Nomura Holdings
652
Nomura Holdings
Japan
$5.2M +$3.04M +30,960 +127%
EPW
653
Evolve Private Wealth
California
$5.06M +$161K +1,640 +3%
KFS
654
Kurt F. Somerville
$5.03M -$1.18M -12,041 -18%
NMIMC
655
Northwestern Mutual Investment Management Company
Wisconsin
$5.02M +$7.45K +76 +0.1%
NS
656
NBC Securities
Alabama
$5.01M +$2.98M +30,357 +132%
UOTTAIMCU
657
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.01M +$1.3M +13,238 +33%
KeyBank National Association
658
KeyBank National Association
Ohio
$4.98M +$64K +653 +1%
SC
659
Sculptor Capital
New York
$4.98M +$5.2M +53,000 New
B
660
Bailard
California
$4.97M -$26.4K -269 -0.5%
SI
661
Stephens Inc
Arkansas
$4.93M +$2.87M +29,219 +125%
VFA
662
Voya Financial Advisors
Connecticut
$4.93M -$129K -1,314 -2%
IVP
663
Intrinsic Value Partners
Arizona
$4.92M -$8.34K -85 -0.2%
CI
664
CX Institutional
Indiana
$4.89M -$10.1M -102,838 -66%
BCM
665
Brookstone Capital Management
Illinois
$4.86M +$219K +2,238 +5%
ATIA
666
American Trust Investment Advisors
New Hampshire
$4.84M +$56.4K +575 +1%
LS
667
Leelyn Smith
Illinois
$4.82M +$349K +3,555 +7%
CT
668
Colonial Trust
South Carolina
$4.82M +$74K +755 +1%
AF
669
Allworth Financial
California
$4.8M +$27.8K +283 +0.6%
ATPW
670
Ashton Thomas Private Wealth
Arizona
$4.77M +$1.08M +10,977 +28%
RCM
671
RNC Capital Management
California
$4.76M -$8.93K -91 -0.2%
HVIA
672
Hudson Valley Investment Advisors
New York
$4.75M -$1.01M -10,253 -17%
DWP
673
Daymark Wealth Partners
Ohio
$4.75M +$112K +1,141 +2%
CAL
674
Capital Analysts LLC
Pennsylvania
$4.75M -$441K -4,495 -8%
PFS
675
Prospera Financial Services
Texas
$4.74M -$123K -1,253 -2%