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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
GAA
901
Guardian Asset Advisors
Pennsylvania
$1.19M -$45.1K -687 -4%
KFSC
902
Keystone Financial Services (Colorado)
Colorado
$1.19M +$83.8K +1,275 +7%
ADIM
903
Alpha DNA Investment Management
Maryland
$1.19M -$829K -12,620 -41%
HBT
904
Hills Bank & Trust
Iowa
$1.19M -$8.87K -135 -0.7%
Grantham, Mayo, Van Otterloo & Co (GMO)
905
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.19M +$1.2M +18,299 New
CAM
906
Cidel Asset Management
Ontario, Canada
$1.19M +$16.2K +246 +1%
TP
907
Tranquility Partners
Tennessee
$1.18M +$6.63K +101 +0.6%
GI
908
GAMMA Investing
California
$1.18M +$394 +6 +0%
CT
909
Caldwell Trust
Florida
$1.18M -$138K -2,101 -10%
WCA
910
Westover Capital Advisors
Delaware
$1.18M -$3.44M -52,400 -74%
BW
911
BIP Wealth
Georgia
$1.17M
SAM
912
Shell Asset Management
Netherlands
$1.17M +$1.18M +18,031 New
GAMC
913
Garner Asset Management Corp
Texas
$1.17M +$7.95K +121 +0.7%
BHCM
914
Brevan Howard Capital Management
Jersey
$1.16M +$1.18M +17,968 New
JLBC
915
J.L. Bainbridge & Co
Florida
$1.15M -$12.7K -193 -1%
JFGIW
916
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.14M -$2.66M -40,431 -70%
HHAA
917
Henry H. Armstrong Associates
Pennsylvania
$1.14M
CHAM
918
Clear Harbor Asset Management
Connecticut
$1.14M +$776K +11,820 +207%
FNBT
919
FineMark National Bank & Trust
Florida
$1.13M -$22.3K -339 -2%
FFM
920
Forum Financial Management
Illinois
$1.12M -$9.72K -148 -0.8%
MWC
921
MBM Wealth Consultants
Missouri
$1.11M +$106K +1,607 +10%
KLWA
922
Kelly Lawrence W & Associates
California
$1.1M
HAI
923
Hennessy Advisors Inc
California
$1.1M +$328K +5,000 +42%
IAN
924
Integrated Advisors Network
Texas
$1.1M -$2.65M -40,303 -70%
RA
925
RiverPark Advisors
New York
$1.1M +$131K +1,994 +13%