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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
GIP
901
Greatmark Investment Partners
Georgia
$725K +$20.7K +300 +3%
WPW
902
Waldron Private Wealth
Pennsylvania
$711K +$69.8K +1,012 +10%
QCM
903
Quantinno Capital Management
New York
$701K +$267K +3,868 +54%
RIA
904
Realta Investment Advisors
Delaware
$700K +$12.3K +178 +2%
OPCM
905
Osborne Partners Capital Management
California
$700K +$22.3K +323 +3%
LNB
906
Ledyard National Bank
$699K -$89.7K -1,301 -11%
FM
907
Family Management
New York
$699K +$763K +11,069 New
CWA
908
Canvas Wealth Advisors
Kansas
$698K +$350K +5,075 +85%
TH
909
TCTC Holdings
Texas
$697K
FNBT
910
FineMark National Bank & Trust
Florida
$690K -$21.4K -311 -3%
HCA
911
Hyperion Capital Advisors
New York
$689K
BEW
912
Burton Enright Welch
California
$686K -$56.8K -823 -7%
GKWIM
913
Gerber Kawasaki Wealth & Investment Management
California
$686K -$1.16M -16,874 -61%
1832 Asset Management
914
1832 Asset Management
Ontario, Canada
$685K -$192M -2,784,585 -100%
BTWM
915
Baker Tilly Wealth Management
Wisconsin
$685K +$213K +3,086 +40%
HR
916
Hardy Reed
Mississippi
$684K
MA
917
Mutual Advisors
Nebraska
$678K +$339K +4,911 +84%
SHA
918
Seneca House Advisors
Virginia
$675K +$43.5K +631 +6%
SIC
919
Salem Investment Counselors
North Carolina
$673K +$84.5K +1,225 +13%
KJWM
920
Kiley Juergens Wealth Management
Washington
$671K +$276 +4 +0%
VCM
921
Violich Capital Management
California
$670K
MIM
922
Moseley Investment Management
Florida
$668K -$1.04M -15,083 -59%
KPWS
923
Kestra Private Wealth Services
Texas
$667K -$22K -319 -3%
Federated Hermes
924
Federated Hermes
Pennsylvania
$664K -$76.5K -1,109 -10%
SS
925
Simplicity Solutions
Minnesota
$659K +$137K +1,991 +24%