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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
676
Dakota Wealth Management
Florida
$551K +$271 +6 +0.1%
OPCM
677
Osborne Partners Capital Management
California
$536K
DC
678
Davenport & Co
Virginia
$534K -$105K -2,329 -15%
AFG
679
Albion Financial Group
Utah
$532K
MFP
680
Meridian Financial Partners
Virginia
$531K +$578K +12,789 New
LCM
681
Logan Capital Management
Pennsylvania
$525K +$5.2K +115 +0.9%
FHB
682
First Hawaiian Bank
Hawaii
$522K +$27.6K +610 +5%
CBOA
683
Commonwealth Bank of Australia
Australia
$521K +$17.6K +388 +3%
DIA
684
Davidson Investment Advisors
Montana
$520K -$6.79K -150 -1%
BCM
685
Brasada Capital Management
Texas
$516K +$99.1K +2,191 +21%
SAM
686
Summit Asset Management
Tennessee
$515K +$5.65K +125 +1%
HAG
687
HighPoint Advisor Group
Illinois
$510K -$12.9K -285 -3%
LOAME
688
Lombard Odier Asset Management (Europe)
United Kingdom
$509K
IAA
689
Independent Advisor Alliance
North Carolina
$499K -$579K -12,791 -52%
BDS
690
Banco de Sabadell
Florida
$493K
PCM
691
Penserra Capital Management
California
$493K +$85.6K +1,892 +19%
NA
692
Nottingham Advisors
New York
$487K
ORI
693
Oak Ridge Investments
Illinois
$486K -$97.8K -2,161 -16%
AIM
694
Aspen Investment Management
Michigan
$485K
CC
695
Cipher Capital
New York
$484K -$1.08M -23,923 -67%
TW
696
Transform Wealth
Colorado
$483K +$8.05K +178 +2%
Verition Fund Management
697
Verition Fund Management
Connecticut
$482K -$393K -8,695 -43%
FCH
698
Freestone Capital Holdings
Washington
$481K +$284K +6,273 +118%
OIM
699
Orca Investment Management
Oregon
$476K
RIM
700
Rampart Investment Management
Connecticut
$475K -$2.37M -52,340 -82%