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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
701
Osborne Partners Capital Management
California
$443K
SAS
702
Stelac Advisory Services
New York
$440K +$74.7K +2,146 +21%
ECM
703
Evergreen Capital Management
Washington
$438K -$348 -10 -0.1%
RIA
704
Realta Investment Advisors
Delaware
$435K +$34K +977 +9%
CAI
705
Capital Advisors Inc
Oklahoma
$429K +$412K +11,828 New
RBA
706
Richard Bernstein Advisors
New York
$428K
PIA
707
Powell Investment Advisors
Florida
$424K
NA
708
NewEdge Advisors
Louisiana
$423K +$28K +804 +7%
AIM
709
Axiom Investment Management
New York
$420K +$44.2K +1,269 +12%
CWP
710
Capital Wealth Planning
Florida
$419K -$49.2K -1,413 -11%
CG
711
Caprock Group
Idaho
$419K +$37.5K +1,077 +10%
B
712
Bailard
California
$418K +$27.8K +800 +7%
MAFM
713
Mid Atlantic Financial Management
Pennsylvania
$418K +$90.1K +2,590 +39%
Federated Hermes
714
Federated Hermes
Pennsylvania
$413K -$19K -545 -5%
CIM
715
CIM Investment Management
Pennsylvania
$412K -$3.83K -110 -1%
CWM
716
Confluence Wealth Management
Oregon
$412K +$343K +9,850 New
PWM
717
Perigon Wealth Management
California
$410K -$8.56K -246 -2%
HR
718
Hardy Reed
Mississippi
$404K +$388K +11,155 New
PTP
719
Platform Technology Partners
New York
$397K
PAM
720
Paradigm Asset Management
New York
$395K
NO
721
Ninety One
South Africa
$394K
IB
722
Intrust Bank
Kansas
$393K -$129K -3,695 -25%
ECM
723
ETrade Capital Management
Virginia
$393K -$84.3K -2,423 -18%
CSS
724
Cubist Systematic Strategies
Connecticut
$392K -$26.7M -766,629 -99%
CC
725
Cannell & Co
New York
$392K