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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SM
701
SG3 Management
Puerto Rico
$514K +$470K +10,000 New
TF
702
Tompkins Financial
New York
$505K
SCM
703
Southport Capital Management
Tennessee
$505K +$462K +9,840 New
VFA
704
Valeo Financial Advisors
Indiana
$501K +$144K +3,071 +46%
ASC
705
Atalanta Sosnoff Capital
New York
$494K -$7.99K -170 -2%
TIAAOA
706
Teachers Insurance & Annuity Association of America
New York
$488K +$446K +9,498 New
CIA
707
Capital Investment Advisors
Georgia
$483K -$1.13K -24 -0.3%
TWA
708
TCI Wealth Advisors
Arizona
$483K +$67.2K +1,431 +18%
AC
709
Addison Capital
Pennsylvania
$481K +$4.84K +103 +1%
HCA
710
Harbour Capital Advisors
Virginia
$481K +$439K +9,355 New
SCM
711
Shelton Capital Management
Colorado
$479K
Luther King Capital Management (LKCM)
712
Luther King Capital Management (LKCM)
Texas
$477K
SC
713
SouthState Corp
Florida
$477K +$436K +9,275 New
RJT
714
Raymond James Trust
Florida
$467K +$9.91K +211 +2%
NSB
715
Norway Savings Bank
Maine
$464K
IA
716
IFG Advisory
Georgia
$461K +$422K +8,987 New
HVIA
717
Hudson Valley Investment Advisors
New York
$457K -$14.1K -300 -3%
IIM
718
Ironwood Investment Management
Massachusetts
$456K +$21.5K +458 +5%
SAM
719
Silvercrest Asset Management
New York
$455K +$416K +8,850 New
LWAC
720
Laurel Wealth Advisors (California)
California
$454K +$46.8K +996 +13%
HK
721
Horizon Kinetics
New York
$449K -$70.9K -1,510 -15%
LSAG
722
Lake Street Advisors Group
New Hampshire
$448K +$410K +8,728 New
HIM
723
Hutchens Investment Management
New Hampshire
$444K -$2.68M -57,153 -87%
ABC
724
Associated Banc-Corp
Wisconsin
$444K +$6.15K +131 +2%
KA
725
Kovack Advisors
Florida
$440K +$67.3K +1,432 +20%