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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
676
Mission Wealth Management
California
$444K -$20.1K -485 -5%
Capstone Investment Advisors
677
Capstone Investment Advisors
New York
$440K +$418K +10,076 New
LPC
678
Loeb Partners Corp
New York
$437K -$208K -5,000 -33%
CRC
679
Curi RMB Capital
Illinois
$431K +$36.2K +872 +10%
TF
680
Tompkins Financial
New York
$430K +$400K +9,641 +5,021%
ASC
681
Atalanta Sosnoff Capital
New York
$428K -$8.3M -199,988 -95%
FHA
682
First Horizon Advisors
Tennessee
$426K +$1.95K +47 +0.5%
IH
683
IFC Holdings
Florida
$416K -$144K -3,462 -27%
CIA
684
Capital Investment Advisors
Georgia
$412K -$18.5K -446 -5%
SCM
685
Shelton Capital Management
Colorado
$408K
Luther King Capital Management (LKCM)
686
Luther King Capital Management (LKCM)
Texas
$406K -$37.1K -893 -9%
AC
687
Addison Capital
Pennsylvania
$405K -$119K -2,871 -24%
RWM
688
RKL Wealth Management
Pennsylvania
$405K +$653K +15,720 New
FC
689
Forte Capital
New York
$402K -$14.5K -350 -4%
HVIA
690
Hudson Valley Investment Advisors
New York
$402K
CCA
691
Checchi Capital Advisers
California
$399K -$14.7K -354 -4%
NSB
692
Norway Savings Bank
Maine
$395K -$22.6K -545 -6%
RJT
693
Raymond James Trust
Florida
$389K +$11.4K +274 +3%
SLF
694
Sun Life Financial
Ontario, Canada
$382K -$9.13K -220 -2%
ABC
695
Associated Banc-Corp
Wisconsin
$372K +$31.7K +764 +10%
BAM
696
Belpointe Asset Management
Nevada
$371K +$352K +8,485 New
CA
697
Capital Advantage
California
$370K -$47.9K -1,153 -12%
BTW
698
Boston Trust Walden
Massachusetts
$369K +$350K +8,430 New
IIM
699
Ironwood Investment Management
Massachusetts
$368K +$12.4K +298 +4%
IPAM
700
ICICI Prudential Asset Management
India
$367K +$349K +8,400 New