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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CIP
901
Convergence Investment Partners
Florida
$2.53M +$421K +4,438 +21%
RFC
902
Regions Financial Corp
Alabama
$2.52M -$79.9K -842 -3%
AA
903
Ancora Advisors
Ohio
$2.52M +$97.8K +1,031 +4%
AWM
904
Axxcess Wealth Management
California
$2.51M +$963K +10,150 +68%
TYCC
905
Texas Yale Capital Corp
Florida
$2.51M
HIS
906
Horizon Investment Services
Indiana
$2.51M +$234K +2,463 +11%
GP
907
Greenline Partners
New York
$2.5M +$69.3K +730 +3%
FRA
908
Frank Rimerman Advisors
California
$2.49M +$387K +4,075 +20%
IAS
909
Investment Advisory Services
Texas
$2.48M -$23.7K -250 -1%
AIM
910
Aspen Investment Management
Michigan
$2.47M +$33.9K +357 +1%
QI
911
Qtron Investments
Massachusetts
$2.47M -$125K -1,321 -5%
JWA
912
JFS Wealth Advisors
Pennsylvania
$2.46M +$10.2K +107 +0.4%
VNA
913
Valley National Advisers
Pennsylvania
$2.46M -$62.9K -663 -3%
Nomura Holdings
914
Nomura Holdings
Japan
$2.44M -$5.61M -59,116 -71%
CCM
915
Cannon Capital Management
Utah
$2.43M +$2.31M +24,316 New
AWP
916
Ascent Wealth Partners
New York
$2.42M +$3.89K +41 +0.2%
AL
917
Aspiriant LLC
California
$2.42M +$41K +432 +2%
SAG
918
SageView Advisory Group
California
$2.41M -$332K -3,496 -13%
KJHP
919
K.J. Harrison & Partners
Ontario, Canada
$2.39M
3IP
920
3Chopt Investment Partners
Virginia
$2.39M +$80.9K +853 +4%
GC
921
Guggenheim Capital
Illinois
$2.37M -$288K -3,034 -11%
CCIA
922
Campbell & Co Investment Adviser
Maryland
$2.36M -$1.12M -11,781 -33%
SW
923
SVB Wealth
Massachusetts
$2.36M -$168K -1,773 -7%
BCB
924
Brian C. Broderick
$2.34M +$959K +10,104 +76%
CTA
925
Chesley Taft & Associates
Illinois
$2.33M -$27.4K -289 -1%