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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FT
701
Fiduciary Trust
Massachusetts
$1.23M +$38.2K +630 +3%
TP
702
Tranquility Partners
Tennessee
$1.22M -$24.2K -399 -2%
CCP
703
Corient Capital Partners
California
$1.22M +$107K +1,771 +10%
BBHC
704
Brown Brothers Harriman & Co
New York
$1.21M +$6.12K +101 +0.5%
HAG
705
HighPoint Advisor Group
Illinois
$1.21M +$16.9K +278 +2%
SW
706
SteelPeak Wealth
California
$1.21M -$16.9K -278 -1%
WA
707
Wealth Alliance
New York
$1.21M -$141K -2,328 -11%
BFG
708
Beacon Financial Group
Texas
$1.2M
AWP
709
Accretive Wealth Partners
New Jersey
$1.2M +$56.3K +928 +5%
GT
710
Greenleaf Trust
Michigan
$1.19M +$215K +3,543 +24%
ONB
711
Old National Bancorp
Indiana
$1.19M -$257K -4,237 -19%
GHAM
712
Gilman Hill Asset Management
Connecticut
$1.18M +$1.1M +18,160 New
HWAM
713
Hennion & Walsh Asset Management
New Jersey
$1.18M +$1.09M +18,058 New
Vontobel Holding
714
Vontobel Holding
Switzerland
$1.18M +$266K +4,395 +32%
IA
715
IFG Advisory
Georgia
$1.18M -$2.18K -36 -0.2%
PCM
716
Penserra Capital Management
California
$1.16M +$1.08M +17,811 New
CT
717
Caldwell Trust
Florida
$1.16M +$135K +2,222 +14%
CFB
718
Cullen/Frost Bankers
Texas
$1.14M -$212K -3,494 -17%
BCM
719
Brown Capital Management
Maryland
$1.14M -$206K -3,401 -16%
KLWA
720
Kelly Lawrence W & Associates
California
$1.14M +$91K +1,500 +9%
BOS
721
Bingham Osborn & Scarborough
California
$1.14M -$13.2K -218 -1%
AWM
722
Altium Wealth Management
New York
$1.14M +$655K +10,798 +163%
NCM
723
Neumann Capital Management
California
$1.13M -$12.1K -200 -1%
CG
724
Colony Group
Massachusetts
$1.13M -$18.7K -309 -2%
RTS
725
Round Table Services
New Jersey
$1.13M +$14.7K +242 +1%