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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
YWP
951
YorkBridge Wealth Partners
New York
$396K -$21.9K -309 -5%
MSA
952
Marino Stram & Associates
Massachusetts
$396K +$385K +5,434 New
EWM
953
Evermay Wealth Management
Virginia
$394K -$1.34K -19 -0.3%
MCM
954
Manchester Capital Management
Vermont
$390K +$2.12K +30 +0.6%
BAM
955
Berkshire Asset Management
Pennsylvania
$386K
BTW
956
Boston Trust Walden
Massachusetts
$384K
RMDI
957
R.M. Davis Inc
Maine
$380K -$5.02K -71 -1%
WAS
958
WESPAC Advisors SoCal
California
$379K
SOW
959
State of Wyoming
Wyoming
$378K +$62.6K +885 +21%
DI
960
Diligent Investors
California
$377K -$11.7K -166 -3%
CA
961
Cetera Advisors
Colorado
$377K +$2.48K +35 +0.7%
BWP
962
BSW Wealth Partners
Colorado
$377K +$65.8K +930 +22%
ST
963
Smithfield Trust
Pennsylvania
$374K
BFPW
964
BOK Financial Private Wealth
Colorado
$374K +$88.5K +1,250 +32%
AWM
965
Aberdeen Wealth Management
Illinois
$370K +$71 +1 +0%
SBH
966
Segall Bryant & Hamill
Illinois
$368K -$2.32M -32,771 -87%
BIM
967
Baldwin Investment Management
Pennsylvania
$364K +$45.6K +645 +15%
OWP
968
Obermeyer Wealth Partners
Colorado
$362K -$128K -1,813 -27%
CCM
969
CAAS Capital Management
New York
$360K -$535K -7,555 -60%
FLI
970
Family Legacy Inc
South Carolina
$358K
Capstone Investment Advisors
971
Capstone Investment Advisors
New York
$357K +$347K +4,903 New
HH
972
Hilltop Holdings
Texas
$357K +$348K +4,914 New
FWCM
973
Ferguson Wellman Capital Management
Oregon
$356K -$4.95K -70 -1%
CQS
974
Credential Qtrade Securities
$355K +$13.9K +196 +4%
MAM
975
Marquette Asset Management
Minnesota
$352K