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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TW
726
Transform Wealth
Colorado
$415K -$107K -2,986 -20%
OPCM
727
Osborne Partners Capital Management
California
$413K
BFM
728
Boothbay Fund Management
New York
$411K +$437K +12,194 New
ECM
729
Evergreen Capital Management
Washington
$408K +$19.5K +544 +5%
AA
730
Apriem Advisors
California
$407K +$22K +615 +5%
Federated Hermes
731
Federated Hermes
Pennsylvania
$402K -$547K -15,284 -56%
RBA
732
Richard Bernstein Advisors
New York
$398K -$449K -12,539 -51%
FRM
733
Fox Run Management
Connecticut
$398K +$423K +11,801 New
PIA
734
Powell Investment Advisors
Florida
$395K
SPIA
735
Steward Partners Investment Advisory
New York
$393K +$121K +3,374 +41%
PWM
736
Perigon Wealth Management
California
$390K +$71.2K +1,989 +21%
CIM
737
CIM Investment Management
Pennsylvania
$387K
AGM
738
Alpine Global Management
New York
$386K +$410K +11,437 New
WS
739
Wedbush Securities
California
$385K -$81.8K -2,283 -17%
BOH
740
Bank of Hawaii
Hawaii
$379K +$402K +11,229 New
W
741
WealthStone
Ohio
$377K +$400K +11,177 New
CCFCSB
742
Cape Cod Five Cents Savings Bank
Massachusetts
$373K -$2.23M -62,318 -85%
RIA
743
Realta Investment Advisors
Delaware
$372K +$1.15K +32 +0.3%
PTP
744
Platform Technology Partners
New York
$370K -$17.8K -496 -4%
WJWM
745
Williams Jones Wealth Management
New York
$368K -$49.6K -1,385 -11%
UR
746
USCA RIA
Texas
$368K -$5.26K -147 -1%
PAM
747
Paradigm Asset Management
New York
$368K +$390K +10,900 New
DI
748
DAGCO Inc
Ohio
$367K -$30.4K -850 -7%
NO
749
Ninety One
South Africa
$367K
NA
750
NewEdge Advisors
Louisiana
$367K +$24.9K +696 +7%