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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
NNP
876
Nachman Norwood & Parrott
South Carolina
$200K -$1.59K -38 -0.6%
PMFA
877
Plante Moran Financial Advisors
Michigan
$196K +$94.4K +2,250 +63%
RTC
878
Riverview Trust Company
Washington
$195K -$23.4K -558 -9%
QCG
879
Quadrant Capital Group
Ohio
$189K -$217K -5,169 -48%
PA
880
Parallel Advisors
California
$188K -$46.4K -1,105 -16%
NIM
881
NuWave Investment Management
New Jersey
$184K -$1.1M -26,221 -83%
CBT
882
Capital Bank & Trust
California
$183K +$142K +3,390 +165%
CFG
883
CKW Financial Group
Hawaii
$181K +$37.8K +900 +20%
HNB
884
Huntington National Bank
Ohio
$178K -$11.5K -273 -5%
PVH
885
Psagot Value Holdings
Israel
$178K
BAM
886
Belpointe Asset Management
Nevada
$174K -$60.1K -1,433 -22%
O
887
Ossiam
France
$172K +$30.5K +726 +16%
EW
888
Evoke Wealth
California
$169K -$3.82K -91 -2%
ARMT
889
Amica Retiree Medical Trust
Rhode Island
$168K
ST
890
Smithfield Trust
Pennsylvania
$166K -$25.6K -610 -11%
MAM
891
Marquette Asset Management
Minnesota
$163K -$55.4K -1,320 -21%
KC
892
Knuff & Co
California
$155K -$25.2K -600 -12%
IA
893
IFP Advisors
Florida
$155K +$15K +357 +8%
DZ Bank
894
DZ Bank
Germany
$151K
SFFS
895
Stonehage Fleming Financial Services
Jersey
$150K -$759K -18,095 -81%
CAW
896
Cornerstone Advisors (Washington)
Washington
$150K -$15.8K -377 -8%
SWA
897
Sutton Wealth Advisors
Florida
$134K +$1.68K +40 +1%
Acadian Asset Management
898
Acadian Asset Management
Massachusetts
$132K
TFS
899
TrustCore Financial Services
Tennessee
$132K +$4.2K +100 +3%
EP
900
Eudaimonia Partners
Tennessee
$131K +$119K +2,832 +263%