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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
801
Waldron Private Wealth
Pennsylvania
$374K +$1.31K +29 +0.3%
Vanguard Capital Wealth Advisors
802
Vanguard Capital Wealth Advisors
Colorado
$373K +$394K +8,732 New
CG
803
Caprock Group
Idaho
$370K +$2.39K +53 +0.6%
KWM
804
Kingsview Wealth Management
Oregon
$364K -$2.39K -53 -0.6%
RA
805
Royce & Associates
New York
$359K
CAM
806
Cresset Asset Management
Illinois
$357K +$71.5K +1,583 +23%
HCMT
807
Highland Capital Management (Tennessee)
Tennessee
$356K
PP
808
PagnatoKarp Partners
Virginia
$353K -$813 -18 -0.2%
BG
809
Bahl & Gaynor
Ohio
$351K
FFN
810
Focus Financial Network
Minnesota
$351K +$370K +8,205 New
DCP
811
DSM Capital Partners
Florida
$347K -$97.9M -2,169,243 -100%
PA
812
Parallel Advisors
California
$328K -$12.8K -283 -4%
AA
813
Apriem Advisors
California
$328K +$346K +7,664 New
HKAM
814
Horizon Kinetics Asset Management
New York
$328K +$347K +7,682 New
NSB
815
Norway Savings Bank
Maine
$326K -$5.73K -127 -2%
FA
816
Fortis Advisors
Pennsylvania
$324K
Luther King Capital Management (LKCM)
817
Luther King Capital Management (LKCM)
Texas
$319K -$98K -2,170 -23%
BTW
818
Boston Trust Walden
Massachusetts
$318K -$3.12K -69 -0.9%
RCAG
819
Rehmann Capital Advisory Group
Michigan
$316K +$11.7K +260 +4%
GIA
820
Granite Investment Advisors
New Hampshire
$316K
BCWM
821
Blue Chip Wealth Management
Florida
$316K +$2.08K +46 +0.6%
EWM
822
Evermay Wealth Management
Virginia
$309K
BCM
823
Boltwood Capital Management
California
$308K +$325K +7,200 New
CIA
824
Choate Investment Advisors
Massachusetts
$306K +$49K +1,086 +18%
BPB
825
Badgley, Phelps & Bell
Washington
$304K -$8.36M -185,256 -96%