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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MC
751
Maverick Capital
Texas
$1M +$931K +15,360 New
FA
752
Faithward Advisors
Pennsylvania
$997K +$927K +15,295 New
SC
753
Sovarnum Capital
New York
$978K +$910K +15,000 New
SRC
754
Sage Rhino Capital
California
$976K -$15.8K -260 -2%
Vanguard Personalized Indexing Management
755
Vanguard Personalized Indexing Management
California
$972K +$329K +5,419 +57%
NEI
756
Northwest & Ethical Investments
Ontario, Canada
$961K -$990K -16,327 -53%
WS
757
Wedbush Securities
California
$961K +$244K +4,030 +38%
RA
758
Royce & Associates
New York
$956K
SFO
759
Standard Family Office
South Dakota
$955K
UCI
760
Uncommon Cents Investing
Wisconsin
$951K
AIA
761
Avalon Investment & Advisory
Texas
$937K -$20.5K -338 -2%
EWA
762
EP Wealth Advisors
California
$934K -$9.82K -162 -1%
PPCM
763
Pillar Pacific Capital Management
California
$934K
SPIA
764
Steward Partners Investment Advisory
New York
$933K -$1.88K -31 -0.2%
MJRIC
765
Mogy Joel R Investment Counsel
California
$932K -$13.6K -225 -2%
FFC
766
First Financial Corp
Indiana
$922K -$147K -2,425 -15%
AT
767
Arden Trust
Delaware
$916K +$227K +3,748 +36%
JFGIW
768
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$908K -$241K -3,976 -22%
FTDI
769
First Trust Direct Indexing
Massachusetts
$905K +$68.8K +1,135 +9%
UH
770
Unigestion Holding
Switzerland
$897K +$834K +13,755 New
ESB
771
Essex Savings Bank
Connecticut
$890K
ECM
772
Evergreen Capital Management
Washington
$886K +$94.3K +1,556 +13%
4WM
773
44 Wealth Management
Oregon
$881K -$1.09K -18 -0.1%
BP
774
BBR Partners
New York
$876K +$70.5K +1,163 +9%
ATWA
775
Arbor Trust Wealth Advisors
Michigan
$871K -$10.9K -179 -1%