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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
901
Federated Hermes
Pennsylvania
$979K +$39.8K +452 +4%
CA
902
Crumly & Associates
Illinois
$978K -$9.41K -107 -0.9%
ATWA
903
Arbor Trust Wealth Advisors
Michigan
$976K -$69.8K -794 -6%
Point72 Asset Management
904
Point72 Asset Management
Connecticut
$976K +$1.02M +11,581 New
HBT
905
Heartland Bank & Trust
Illinois
$970K -$981K -11,156 -49%
GC
906
Grimes & Company
Massachusetts
$962K -$963K -10,947 -49%
EMG
907
ETF Managers Group
New Jersey
$953K +$18.6K +212 +2%
EDRH
908
Edmond de Rothschild Holding
Switzerland
$947K -$43.7M -497,145 -98%
FNBT
909
FineMark National Bank & Trust
Florida
$947K +$149K +1,689 +18%
BAM
910
Barrett Asset Management
New York
$945K -$243K -2,759 -20%
ACM
911
Aquatic Capital Management
Illinois
$944K +$985K +11,200 New
GIP
912
Greatmark Investment Partners
Georgia
$942K +$94.6K +1,075 +11%
PIMG
913
Patriot Investment Management Group
Tennessee
$935K -$39.8K -453 -4%
TH
914
TCTC Holdings
Texas
$929K – – –
FI
915
Fractal Investments
Connecticut
$927K -$3.78K -43 -0.4%
CM
916
CastleKnight Management
New York
$927K +$968K +11,000 New
SG
917
Stonnington Group
California
$926K -$841K -9,565 -46%
IMC Chicago
918
IMC Chicago
Illinois
$922K +$962K +10,933 New
HCA
919
Hyperion Capital Advisors
New York
$919K – – –
ACS
920
Archford Capital Strategies
Illinois
$918K +$217K +2,466 +28%
LA
921
Latitude Advisors
Florida
$918K +$262K +2,977 +38%
KPWS
922
Kestra Private Wealth Services
Texas
$917K +$129K +1,465 +16%
HR
923
Hardy Reed
Mississippi
$913K – – –
RIA
924
Realta Investment Advisors
Delaware
$909K +$4.75K +54 +0.5%
OPCM
925
Osborne Partners Capital Management
California
$907K +$2.29K +26 +0.2%