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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
GM
901
GeoWealth Management
Illinois
$1.41M +$235K +3,134 +20%
RCM
902
RMR Capital Management
California
$1.4M -$214K -2,856 -13%
MFG
903
MidWestOne Financial Group
Iowa
$1.4M -$296K -3,958 -17%
FDS
904
First Dallas Securities
Texas
$1.39M +$26.3K +352 +2%
KFSC
905
Keystone Financial Services (Colorado)
Colorado
$1.38M +$23.2K +310 +2%
BF
906
BOK Financial
Oklahoma
$1.38M -$414K -5,535 -23%
FFN
907
Focus Financial Network
Minnesota
$1.37M -$104K -1,394 -7%
TAM
908
Trust Asset Management
Texas
$1.37M
FTWA
909
Fifth Third Wealth Advisors
Ohio
$1.36M +$284K +3,789 +26%
NCM
910
Next Capital Management
New York
$1.36M -$752K -10,054 -35%
CT
911
Caldwell Trust
Florida
$1.36M +$9.65K +129 +0.7%
PAM
912
Panagora Asset Management
Massachusetts
$1.35M -$269K -3,590 -16%
CAM
913
Cidel Asset Management
Ontario, Canada
$1.35M
BW
914
BIP Wealth
Georgia
$1.35M +$14.7K +197 +1%
SFO
915
Stenger Family Office
Illinois
$1.32M +$1.33M +17,813 New
SAM
916
Shell Asset Management
Netherlands
$1.32M -$18.3K -245 -1%
JLBC
917
J.L. Bainbridge & Co
Florida
$1.31M -$3.74K -50 -0.3%
AAM
918
Advisors Asset Management
Colorado
$1.31M -$88.7K -1,185 -6%
MWC
919
MBM Wealth Consultants
Missouri
$1.31M +$46.8K +625 +4%
HAM
920
Hickory Asset Management
Ohio
$1.3M +$1.32M +17,584 New
SG
921
StoneX Group
New York
$1.3M +$295K +3,939 +29%
RWM
922
Ritholtz Wealth Management
New York
$1.3M +$107K +1,429 +9%
GAA
923
Guardian Asset Advisors
Pennsylvania
$1.3M -$66.2K -885 -5%
CHAM
924
Clear Harbor Asset Management
Connecticut
$1.3M -$748 -10 -0.1%
Nomura Holdings
925
Nomura Holdings
Japan
$1.29M -$10.8M -143,912 -89%