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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RC
826
RegentAtlantic Capital
New Jersey
$264K +$61.9K +1,728 +28%
EF
827
Empirical Finance
Pennsylvania
$261K +$33.2K +926 +14%
QPWM
828
Quadrant Private Wealth Management
Pennsylvania
$261K +$36.2K +1,012 +15%
FNBT
829
FineMark National Bank & Trust
Florida
$259K -$42.6K -1,188 -13%
PFM
830
Parsec Financial Management
North Carolina
$259K +$275K +7,664 New
VAS
831
Vestmark Advisory Solutions
Massachusetts
$258K -$300K -8,369 -52%
NB
832
NBT Bank
New York
$254K -$32.2K -900 -11%
WCF
833
West Coast Financial
California
$253K -$106K -2,973 -28%
OHS
834
Odey Holdings (Switzerland)
Switzerland
$253K -$53.7K -1,500 -17%
BG
835
Bahl & Gaynor
Ohio
$253K -$12.5K -350 -4%
FB
836
Fulton Bank
Pennsylvania
$253K +$43.2K +1,206 +19%
NB
837
Nicolet Bankshares
Wisconsin
$252K -$17.7K -495 -6%
CA
838
Clearstead Advisors
Ohio
$252K +$33.4K +932 +14%
S
839
SignatureFD
Georgia
$247K -$1.22K -34 -0.5%
RMA
840
Roffman Miller Associates
Pennsylvania
$247K +$262K +7,323 New
BHBT
841
Burke & Herbert Bank & Trust
Virginia
$246K
GPA
842
Garrison Point Advisors
California
$246K
AWM
843
Altium Wealth Management
New York
$244K -$58.9K -1,643 -18%
FFN
844
Focus Financial Network
Minnesota
$241K -$37.7K -1,053 -13%
QCG
845
Quadrant Capital Group
Ohio
$241K +$58.6K +1,637 +30%
GIP
846
Greatmark Investment Partners
Georgia
$236K
WAM
847
Wolverine Asset Management
Illinois
$236K +$251K +7,013 New
Fiera Capital (Canada)
848
Fiera Capital (Canada)
Quebec, Canada
$235K -$45.7K -1,276 -15%
CA
849
Capital Advantage
California
$235K -$895 -25 -0.4%
EMG
850
ETF Managers Group
New Jersey
$235K +$257K +7,162 New