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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Rathbones Group
776
Rathbones Group
United Kingdom
$2.42M -$3.02M -38,500 -55%
CCM
777
Chaney Capital Management
Washington
$2.41M +$7.85K +100 +0.3%
CIAS
778
Capital Investment Advisory Services
North Carolina
$2.41M -$45.4K -578 -2%
FWM
779
Finer Wealth Management
Massachusetts
$2.41M +$132K +1,677 +6%
Stephens Inc
780
Stephens Inc
Arkansas
$2.39M -$359K -4,578 -13%
Atria Wealth Solutions
781
Atria Wealth Solutions
New York
$2.38M -$234K -2,982 -9%
Vontobel Holding
782
Vontobel Holding
Switzerland
$2.38M -$873K -11,120 -27%
MSK
783
Melissa S. Kampmann
$2.37M -$587K -7,485 -20%
OAM
784
Ostrum Asset Management
France
$2.37M -$48.8K -622 -2%
ISB
785
Iowa State Bank
Iowa
$2.37M +$31.8K +405 +1%
MSA
786
MUFG Securities Americas
New York
$2.36M +$636K +8,098 +37%
MVA
787
Mount Vernon Associates
Maryland
$2.36M – – –
HCCM
788
Hudson Canyon Capital Management
New York
$2.35M – – –
RCAP
789
Resolute Capital Asset Partners
Colorado
$2.35M +$2.35M +30,000 New
SAM
790
Secure Asset Management
Michigan
$2.35M +$385K +4,902 +20%
FPWM
791
FSB Premier Wealth Management
Iowa
$2.34M +$355K +4,525 +18%
Capital Advisors Inc
792
Capital Advisors Inc
Oklahoma
$2.34M +$863 +11 +0%
Horizon Investments
793
Horizon Investments
North Carolina
$2.32M +$326K +4,155 +16%
BPIM
794
Brant Point Investment Management
New York
$2.32M +$2.32M +29,610 New
AIM
795
Anchor Investment Management
South Carolina
$2.31M +$118K +1,509 +5%
LAM
796
LECAP Asset Management
United Kingdom
$2.3M -$1.62M -20,598 -41%
CWA Asset Management Group
797
CWA Asset Management Group
Florida
$2.3M +$37.1K +473 +2%
TCPW
798
Twin City Private Wealth
North Carolina
$2.3M -$252K -3,209 -10%
AIC
799
Argus Investors Counsel
New York
$2.3M +$5.81K +74 +0.3%
WCBA
800
Weaver C. Barksdale & Associates
Tennessee
$2.28M -$55K -701 -2%