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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
IDBONY
676
Israel Discount Bank of New York
New York
$454K -$37.8K -910 -8%
HK
677
Horizon Kinetics
New York
$448K -$1.29K -31 -0.3%
MWM
678
Mission Wealth Management
California
$444K -$20.1K -485 -5%
Capstone Investment Advisors
679
Capstone Investment Advisors
New York
$440K +$418K +10,076 New
LPC
680
Loeb Partners Corp
New York
$437K -$208K -5,000 -33%
CRC
681
Curi RMB Capital
Illinois
$431K +$36.2K +872 +10%
TF
682
Tompkins Financial
New York
$430K +$400K +9,641 +5,021%
ASC
683
Atalanta Sosnoff Capital
New York
$428K -$8.3M -199,988 -95%
FHA
684
First Horizon Advisors
Tennessee
$426K +$1.95K +47 +0.5%
IH
685
IFC Holdings
Florida
$416K -$144K -3,462 -27%
CIA
686
Capital Investment Advisors
Georgia
$412K -$18.5K -446 -5%
SCM
687
Shelton Capital Management
Colorado
$408K – – –
Luther King Capital Management (LKCM)
688
Luther King Capital Management (LKCM)
Texas
$406K -$37.1K -893 -9%
AC
689
Addison Capital
Pennsylvania
$405K -$119K -2,871 -24%
RWM
690
RKL Wealth Management
Pennsylvania
$405K +$653K +15,720 New
FC
691
Forte Capital
New York
$402K -$14.5K -350 -4%
HVIA
692
Hudson Valley Investment Advisors
New York
$402K – – –
CCA
693
Checchi Capital Advisers
California
$399K -$14.7K -354 -4%
NSB
694
Norway Savings Bank
Maine
$395K -$22.6K -545 -6%
RJT
695
Raymond James Trust
Florida
$389K +$11.4K +274 +3%
SLF
696
Sun Life Financial
Ontario, Canada
$382K -$9.13K -220 -2%
ABC
697
Associated Banc-Corp
Wisconsin
$372K +$31.7K +764 +10%
BAM
698
Belpointe Asset Management
Nevada
$371K +$352K +8,485 New
CA
699
Capital Advantage
California
$370K -$47.9K -1,153 -12%
BTW
700
Boston Trust Walden
Massachusetts
$369K +$350K +8,430 New