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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
676
Private Asset Management
California
$1.77M -$43.1K -625 -2%
NGA
677
Naples Global Advisors
Florida
$1.77M +$154K +2,240 +9%
PA
678
Paragon Advisors
Texas
$1.77M -$557K -8,078 -22%
RFC
679
Regions Financial Corp
Alabama
$1.76M -$279K -4,040 -13%
WKWM
680
Walter & Keenan Wealth Management
Indiana
$1.75M +$16.5K +239 +0.9%
AP
681
Appleton Partners
Massachusetts
$1.75M -$62.1K -900 -3%
STA
682
Summit Trail Advisors
New York
$1.75M +$869K +12,602 +84%
HHAA
683
Henry H. Armstrong Associates
Pennsylvania
$1.74M
WCBA
684
Weaver C. Barksdale & Associates
Tennessee
$1.74M +$113K +1,636 +6%
AIC
685
Aurora Investment Counsel
Georgia
$1.73M +$1.89M +27,398 New
HCCM
686
Hudson Canyon Capital Management
New York
$1.72M +$18.6K +270 +1%
CBT
687
Central Bank & Trust
Kentucky
$1.72M +$372K +5,391 +25%
RBA
688
Richard Bernstein Advisors
New York
$1.72M
AssetMark Inc
689
AssetMark Inc
California
$1.72M +$956K +13,869 +104%
ABC
690
Associated Banc-Corp
Wisconsin
$1.71M -$26K -377 -1%
AWS
691
Atria Wealth Solutions
New York
$1.69M -$246K -3,571 -12%
GCM
692
Graham Capital Management
Connecticut
$1.68M +$1.84M +26,663 New
AL
693
Aspiriant LLC
California
$1.68M +$48.6K +704 +3%
RAM
694
Redmond Asset Management
Virginia
$1.68M -$106K -1,544 -5%
RIM
695
Redpoint Investment Management
Australia
$1.67M -$88.5K -1,284 -5%
JSL
696
JT Stratford LLC
Georgia
$1.66M +$296K +4,297 +20%
FFG
697
Frisch Financial Group
New York
$1.65M +$627K +9,096 +54%
CAMG
698
CWA Asset Management Group
Florida
$1.64M +$11.7K +169 +0.7%
MGP
699
Metis Global Partners
California
$1.64M +$175K +2,534 +11%
AC
700
Apogem Capital
New York
$1.61M