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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
876
Gould Asset Management
California
$226K -$55.4K -1,000 -18%
FIM
877
Fruth Investment Management
Texas
$224K – – –
NB
878
NBT Bank
New York
$223K -$554 -10 -0.2%
Verition Fund Management
879
Verition Fund Management
Connecticut
$223K +$242K +4,360 New
SGAM
880
Steinberg Global Asset Management
Florida
$221K +$24.9K +449 +12%
CFG
881
CKW Financial Group
Hawaii
$220K -$27.7K -500 -10%
Lido Advisors
882
Lido Advisors
California
$220K -$5.87K -106 -2%
BBA
883
BLB&B Advisors
Pennsylvania
$219K – – –
BCM
884
Boltwood Capital Management
California
$217K +$236K +4,266 New
MC
885
Moors & Cabot
Massachusetts
$215K -$10.1K -182 -4%
PAM
886
Peak Asset Management
Colorado
$215K -$6.26K -113 -3%
VST
887
Van Strum & Towne
California
$215K – – –
VDI
888
Vaughan David Investments
Illinois
$215K – – –
CCP
889
Corient Capital Partners
California
$212K +$229K +4,142 New
RFA
890
Reilly Financial Advisors
California
$211K – – –
CGI
891
CI Global Investments
California
$210K -$47.2K -853 -17%
1WA
892
180 Wealth Advisors
Washington
$210K -$1.66K -30 -0.7%
SWA
893
SFMG Wealth Advisors
Texas
$210K +$228K +4,118 New
FCMT
894
Founders Capital Management (Texas)
Texas
$207K – – –
CAW
895
Cornerstone Advisors (Washington)
Washington
$205K -$6.37K -115 -3%
SWA
896
Sutton Wealth Advisors
Florida
$203K – – –
LFAS
897
Level Four Advisory Services
Texas
$203K +$5.82K +105 +3%
CPH
898
C Partners Holding
Switzerland
$201K -$13K -235 -6%
LBG
899
Lloyds Banking Group
United Kingdom
$201K -$3.32K -60 -1%
Acadian Asset Management
900
Acadian Asset Management
Massachusetts
$201K – – –