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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FDS
851
First Dallas Securities
Texas
$1.68M -$230K -3,496 -13%
GP
852
Greenline Partners
New York
$1.68M +$14.6K +222 +1%
VA
853
Vident Advisory
Georgia
$1.67M +$105K +1,594 +7%
SF
854
Summit Financial
New Jersey
$1.66M -$15.8K -240 -1%
FRM
855
Fox Run Management
Connecticut
$1.66M +$1.51M +22,978 New
ESB
856
Essex Savings Bank
Connecticut
$1.65M
AG
857
AlTi Global
New York
$1.63M +$71.5K +1,085 +5%
AWP
858
Ascent Wealth Partners
New York
$1.63M +$225K +3,420 +17%
RC
859
RBF Capital
California
$1.63M
WGC
860
Watts Gwilliam & Co
Arizona
$1.61M +$1.38M +20,918 New
PWW
861
Pettyjohn Wood & White
Virginia
$1.6M +$53K +805 +4%
PA
862
Profund Advisors
Maryland
$1.6M +$44.3K +673 +3%
GRP
863
Global Retirement Partners
California
$1.6M +$99.6K +1,513 +7%
FWM
864
Finer Wealth Management
Massachusetts
$1.6M +$516K +7,829 +55%
TYCC
865
Texas Yale Capital Corp
Florida
$1.6M +$184K +2,801 +15%
TIAA Trust, National Association
866
TIAA Trust, National Association
North Carolina
$1.59M -$3.42K -52 -0.2%
SLC
867
Second Line Capital
Louisiana
$1.59M -$1.45K -22 -0.1%
IA
868
IFP Advisors
Florida
$1.58M -$418K -6,350 -22%
WBCM
869
Wilson & Boucher Capital Management
California
$1.58M -$26K -395 -2%
LBA
870
Letko, Brosseau & Associates
Quebec, Canada
$1.58M
BCM
871
BlueMar Capital Management
Florida
$1.58M -$22.4K -340 -2%
CC
872
Copperleaf Capital
North Carolina
$1.57M +$124K +1,881 +9%
HPC
873
HM Payson & Co
Maine
$1.56M -$78.8K -1,197 -5%
BP
874
Ballentine Partners
Massachusetts
$1.55M +$89K +1,352 +7%
PI
875
PFG Investments
New York
$1.55M +$1.04M +15,792 +280%