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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
776
Private Wealth Partners
California
$1.43M -$127K -1,732 -6%
GAMC
777
Garner Asset Management Corp
Texas
$1.43M +$47.7K +652 +2%
CT
778
Colonial Trust
South Carolina
$1.42M +$60.9K +832 +3%
MIC
779
Means Investment Company
Maine
$1.42M +$1.99M +27,131 New
FFG
780
Frisch Financial Group
New York
$1.42M +$28.3K +387 +1%
CM
781
Caption Management
Oklahoma
$1.41M +$1.98M +27,000 New
MCA
782
Martin Capital Advisors
Texas
$1.41M -$65.9K -900 -3%
CAMG
783
CWA Asset Management Group
Florida
$1.41M +$24K +328 +1%
CIA
784
Cascade Investment Advisors
Oregon
$1.41M +$565K +7,715 +40%
Acadian Asset Management
785
Acadian Asset Management
Massachusetts
$1.4M +$198K +2,701 +11%
AFA
786
AllGen Financial Advisors
Florida
$1.39M +$457K +6,239 +31%
QCM
787
Quantinno Capital Management
New York
$1.38M -$992K -13,543 -34%
GT
788
Glenview Trust
Kentucky
$1.38M +$1.1M +15,071 +134%
LJAC
789
L.J. Altfest & Co
New York
$1.37M +$1.37M +18,715 +251%
AG
790
Ascent Group
Virginia
$1.37M +$958K +13,088 +100%
SAA
791
Southeast Asset Advisors
Georgia
$1.36M +$1.91M +26,042 New
CWM
792
Chemistry Wealth Management
New York
$1.36M +$197K +2,695 +12%
AL
793
Aspiriant LLC
California
$1.36M +$8.42K +115 +0.4%
PAM
794
Palisade Asset Management
Minnesota
$1.36M +$9.15K +125 +0.5%
AIM
795
Achmea Investment Management
Netherlands
$1.36M -$1.91M -26,059 -50%
RJT
796
Raymond James Trust
Florida
$1.35M -$218K -2,977 -10%
BCM
797
Buckhead Capital Management
Georgia
$1.35M +$1.89M +25,831 New
ABC
798
Associated Banc-Corp
Wisconsin
$1.35M -$50.7K -693 -3%
BBHC
799
Brown Brothers Harriman & Co
New York
$1.35M -$82.1K -1,121 -4%
DCM
800
Difesa Capital Management
New York
$1.35M -$11K -150 -0.6%