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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AA
801
ALPS Advisors
Colorado
$350K -$97.4K -2,234 -20%
S
802
SignatureFD
Georgia
$350K -$33.6K -772 -8%
BCM
803
Bluefin Capital Management
New York
$350K +$379K +8,698 New
PWM
804
Perigon Wealth Management
California
$349K -$2.18K -50 -0.6%
CCA
805
Catalyst Capital Advisors
New York
$342K -$1.98M -45,500 -84%
RA
806
Royce & Associates
New York
$338K
HCMT
807
Highland Capital Management (Tennessee)
Tennessee
$335K
WPW
808
Waldron Private Wealth
Pennsylvania
$332K -$21.6K -496 -6%
KWM
809
Kingsview Wealth Management
Oregon
$332K -$10.7K -245 -3%
NB
810
NBT Bank
New York
$331K +$67.3K +1,545 +23%
PP
811
PagnatoKarp Partners
Virginia
$330K -$1.7K -39 -0.5%
BG
812
Bahl & Gaynor
Ohio
$330K
Los Angeles Capital Management
813
Los Angeles Capital Management
California
$329K -$928K -21,300 -72%
SWP
814
Stratos Wealth Partners
Ohio
$327K +$64.9K +1,489 +22%
Acadian Asset Management
815
Acadian Asset Management
Massachusetts
$323K -$252K -5,774 -42%
CSIA
816
Charles Schwab Investment Advisory
California
$322K +$349K +8,000 New
QCM
817
Quadrant Capital Management
New Jersey
$317K +$37.7K +866 +12%
OMC
818
Old Mission Capital
Illinois
$315K +$342K +7,846 New
W
819
WealthStone
Ohio
$314K +$340K +7,806 New
HKAM
820
Horizon Kinetics Asset Management
New York
$312K +$3.83K +88 +1%
IUHSA
821
Itau Unibanco Holding S.A.
Brazil
$312K +$338K +7,755 New
CGL
822
Clarius Group LLC
Washington
$310K +$29.8K +683 +10%
EP
823
Edgestream Partners
New Jersey
$310K +$336K +7,701 New
SP
824
SWS Partners
Ohio
$306K +$322K +7,381 New
Holocene Advisors
825
Holocene Advisors
New York
$306K +$332K +7,614 New