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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
KPPF
676
Klein Pavlis & Peasley Financial
California
$2.97M +$696K +10,566 +35%
SI
677
Stephens Inc
Arkansas
$2.97M -$177K -2,692 -6%
AA
678
Ancora Advisors
Ohio
$2.97M -$2.57K -39 -0.1%
PP
679
Patten & Patten
Tennessee
$2.91M +$238K +3,610 +10%
VFA
680
Valeo Financial Advisors
Indiana
$2.91M -$680K -10,322 -21%
CA
681
Cullinan Associates
Kentucky
$2.9M -$468K -7,100 -15%
AIC
682
Aurora Investment Counsel
Georgia
$2.88M +$20.5K +311 +0.8%
PP
683
Prudential plc
United Kingdom
$2.86M -$1.01M -15,303 -28%
WANY
684
Wealthspire Advisors (New York)
New York
$2.84M +$7.97K +121 +0.3%
ICG
685
InterOcean Capital Group
Tennessee
$2.84M -$5.07K -77 -0.2%
CA
686
Clearstead Advisors
Ohio
$2.83M +$49.6K +753 +2%
CI Investments Inc
687
CI Investments Inc
Ontario, Canada
$2.83M +$289K +4,390 +13%
YIH
688
Y-Intercept (HK)
Hong Kong
$2.83M +$2.37M +35,994 +1,169%
CBB
689
Citizens Business Bank
California
$2.81M +$206K +3,130 +9%
CAMG
690
CWA Asset Management Group
Florida
$2.81M +$427K +6,484 +20%
CAL
691
Capital Analysts LLC
Pennsylvania
$2.8M +$63.2K +960 +3%
MSK
692
Melissa S. Kampmann
$2.8M +$485K +7,360 +24%
TMAM
693
Tokio Marine Asset Management
Japan
$2.77M +$216K +3,285 +9%
EBWM
694
Eagle Bluffs Wealth Management
Missouri
$2.77M +$2.52M +38,252 New
GC
695
GFG Capital
Florida
$2.76M +$33.7K +511 +1%
NCM
696
Nelson Capital Management
California
$2.73M +$9.29K +141 +0.4%
MAA
697
Mraz Amerine & Associates
California
$2.71M -$153K -2,328 -6%
VIM
698
VELA Investment Management
Ohio
$2.71M +$53.8K +817 +2%
ECM
699
Everence Capital Management
Indiana
$2.71M +$364K +5,530 +17%
FI
700
Fosun International
China
$2.7M