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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
776
Buckley Wealth Management
Nevada
$299K +$373K +8,891 New
BFM
777
Boston Financial Management
Massachusetts
$299K +$374K +8,904 New
FNBT
778
FineMark National Bank & Trust
Florida
$298K +$26.1K +623 +8%
NERM
779
New England Research & Management
Illinois
$298K +$371K +8,850 New
IHL
780
Investment House LLC
California
$297K -$12.4K -296 -3%
IA
781
IFG Advisory
Georgia
$296K +$32.6K +776 +10%
LHC
782
Little House Capital
Massachusetts
$295K -$240K -5,718 -39%
MIP
783
Marietta Investment Partners
Wisconsin
$294K -$31.1K -740 -8%
KWM
784
Kingsview Wealth Management
Oregon
$288K -$6.84K -163 -2%
EFS
785
Essex Financial Services
Connecticut
$287K -$629 -15 -0.2%
WAM
786
Wealthspire Advisors (Maryland)
Maryland
$286K -$699K -16,656 -66%
MIA
787
MainStreet Investment Advisors
Illinois
$286K +$358K +8,520 New
BDF
788
Balasa Dinverno & Foltz
$285K -$8.27K -197 -2%
ECM
789
ETrade Capital Management
Virginia
$283K -$281K -6,695 -44%
NB
790
NBT Bank
New York
$283K
RA
791
Royce & Associates
New York
$282K
RIM
792
Rampart Investment Management
Connecticut
$281K -$232K -5,525 -40%
TF
793
Tompkins Financial
New York
$281K
SFG
794
SNS Financial Group
Minnesota
$281K +$70.5K +1,680 +25%
PSUF
795
People's United Financial
Connecticut
$280K -$1.05M -24,923 -75%
GLR
796
Great Lakes Retirement
Ohio
$280K -$6K -143 -2%
D.E. Shaw & Co
797
D.E. Shaw & Co
New York
$279K -$31.5M -750,713 -99%
WP
798
WealthPLAN Partners
Nebraska
$279K +$351K +8,354 New
SPIA
799
Steward Partners Investment Advisory
New York
$278K -$88.9K -2,119 -20%
Fiera Capital (Canada)
800
Fiera Capital (Canada)
Quebec, Canada
$277K -$468K -11,151 -57%