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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AL
826
Aspiriant LLC
California
$2.03M +$15.1K +192 +0.7%
FTWA
827
Fifth Third Wealth Advisors
Ohio
$2.03M +$587K +7,475 +41%
SIC
828
Salem Investment Counselors
North Carolina
$2.03M +$4.24K +54 +0.2%
IMRF
829
Illinois Municipal Retirement Fund
Illinois
$2.02M
Luther King Capital Management (LKCM)
830
Luther King Capital Management (LKCM)
Texas
$2.02M +$8.63K +110 +0.4%
EWM
831
EPG Wealth Management
Georgia
$2.02M +$117K +1,486 +6%
GC
832
Guggenheim Capital
Illinois
$2.01M -$160K -2,042 -7%
MYLI
833
Meiji Yasuda Life Insurance
Japan
$2M +$433K +5,522 +28%
MNBTD
834
Moody National Bank Trust Division
Texas
$2M +$47.9K +610 +2%
TYCC
835
Texas Yale Capital Corp
Florida
$2M +$47.8K +609 +2%
Jones Financial Companies
836
Jones Financial Companies
Missouri
$1.99M +$457K +5,817 +29%
IAS
837
Investment Advisory Services
Texas
$1.99M -$34.6K -441 -2%
TAM
838
Tealwood Asset Management
Minnesota
$1.98M -$21.1K -269 -1%
JWA
839
JFS Wealth Advisors
Pennsylvania
$1.98M +$17.7K +226 +0.9%
CP
840
Cumberland Partners
Ontario, Canada
$1.96M +$1.96M +25,000 New
FPGT
841
Financial Partners Group (Tennessee)
Tennessee
$1.95M -$96.2K -1,226 -5%
BAM
842
Broyhill Asset Management
North Carolina
$1.95M +$148K +1,889 +8%
CIA
843
Cape Investment Advisory
Georgia
$1.95M -$60.8K -775 -3%
BJL
844
Brighton Jones LLC
Washington
$1.95M +$48.3K +616 +3%
BIM
845
Bridges Investment Management
Nebraska
$1.91M -$294K -3,740 -13%
CC
846
Copperleaf Capital
North Carolina
$1.91M +$120K +1,526 +7%
BCWM
847
Bartlett & Co Wealth Management
Ohio
$1.91M +$27.2K +347 +1%
GP
848
Greenline Partners
New York
$1.91M
GBA
849
Garrison Bradford & Associates
New York
$1.9M +$314 +4 +0%
AF
850
Alerus Financial
North Dakota
$1.9M +$1.9M +24,208 New