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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
701
CWA Asset Management Group
Florida
$2.21M -$3.73K -48 -0.2%
ABC
702
Associated Banc-Corp
Wisconsin
$2.21M -$23.7K -305 -1%
ADIM
703
Alpha DNA Investment Management
Maryland
$2.2M +$513K +6,609 +33%
AWM
704
Avitas Wealth Management
California
$2.2M +$17.3K +223 +0.9%
CT
705
Colonial Trust
South Carolina
$2.19M +$128K +1,650 +7%
EWA
706
EP Wealth Advisors
California
$2.19M +$101K +1,300 +5%
AIC
707
Aurora Investment Counsel
Georgia
$2.19M -$126K -1,624 -6%
RAM
708
Redmond Asset Management
Virginia
$2.18M -$10.1K -130 -0.5%
AL
709
Aspiriant LLC
California
$2.16M +$23.7K +305 +1%
DCM
710
Difesa Capital Management
New York
$2.15M +$869K +11,200 +76%
PAM
711
Palisade Asset Management
Minnesota
$2.15M +$145K +1,871 +8%
CPC
712
Cookson Peirce & Co
Pennsylvania
$2.12M +$1.98M +25,495 New
IR
713
IAT Reinsurance
New York
$2.08M
NSEDCP
714
NJ State Employees Deferred Compensation Plan
New Jersey
$2.08M
BHPW
715
Beverly Hills Private Wealth
California
$2.08M +$1.94M +24,999 New
WTC
716
WhitTier Trust Company
Nevada
$2.08M +$30.1K +388 +2%
OBGC
717
O'Brien Greene & Co
Pennsylvania
$2.07M +$1.93M +24,895 New
TMAM
718
Tokio Marine Asset Management
Japan
$2.07M +$206K +2,657 +12%
CIP
719
Chartwell Investment Partners
Pennsylvania
$2.03M -$4.11K -53 -0.2%
M1FG
720
Mach-1 Financial Group
Arkansas
$2.03M +$1.85M +23,822 +4,453%
WKWM
721
Walter & Keenan Wealth Management
Indiana
$2.03M
1SB
722
1ST Source Bank
Indiana
$2.02M -$3.88K -50 -0.2%
CTA
723
Chesley Taft & Associates
Illinois
$2M
Acadian Asset Management
724
Acadian Asset Management
Massachusetts
$2M -$277K -3,566 -13%
IWA
725
IBEX Wealth Advisors
New Jersey
$1.99M +$1.62M +20,927 +692%