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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TF
1101
Tompkins Financial
New York
$393K -$52.8K -761 -12%
NB
1102
Nicolet Bankshares
Wisconsin
$392K
WF
1103
Welch & Forbes
Massachusetts
$392K
JIC
1104
Joel Isaacson & Co
New York
$392K +$69.7K +1,004 +23%
M
1105
Mirova
France
$391K -$222K -3,198 -37%
AWM
1106
Aberdeen Wealth Management
Illinois
$389K +$69 +1 +0%
CG
1107
Cutler Group
California
$389K +$75.5K +1,087 +25%
CDH
1108
Charles D. Hyman
$387K +$1.74K +25 +0.5%
KAM
1109
Knightsbridge Asset Management
California
$385K -$129K -1,853 -26%
CPA
1110
Court Place Advisors
Maryland
$385K -$10.4K -150 -3%
Fayez Sarofim & Co
1111
Fayez Sarofim & Co
Texas
$385K
TSWM
1112
Triangle Securities Wealth Management
North Carolina
$385K +$72.2K +1,040 +24%
AMM
1113
American Money Management
California
$383K +$7.29K +105 +2%
FLI
1114
Family Legacy Inc
South Carolina
$382K
CC
1115
Cipher Capital
New York
$382K +$369K +5,321 New
BHBT
1116
Burke & Herbert Bank & Trust
Virginia
$381K
IFA
1117
Index Fund Advisors
California
$377K
FWCM
1118
Ferguson Wellman Capital Management
Oregon
$377K +$4.65K +67 +1%
SC
1119
Savant Capital
Illinois
$376K +$1.87K +27 +0.5%
ST
1120
Smithfield Trust
Pennsylvania
$375K +$6.8K +98 +2%
DI
1121
Diligent Investors
California
$373K -$6.94K -100 -2%
IIC
1122
Integrated Investment Consultants
Michigan
$373K +$360K +5,191 New
HPWM
1123
Highland Private Wealth Management
Washington
$371K +$27.1K +391 +8%
DGAM
1124
Desjardins Global Asset Management
Quebec, Canada
$369K +$10.4K +150 +3%
AMR
1125
Asset Management Resources
Massachusetts
$368K +$2.98K +43 +0.8%