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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1101
Colony Family Offices
North Carolina
$491K
RWA
1102
Ropes Wealth Advisors
Massachusetts
$490K +$72K +928 +19%
ET
1103
Equitable Trust
Tennessee
$490K -$93.9K -1,210 -17%
MC
1104
Moors & Cabot
Massachusetts
$489K
IFA
1105
Index Fund Advisors
California
$488K +$48K +619 +12%
ACM
1106
Advisors Capital Management
New Jersey
$485K +$3.65K +47 +0.8%
SHGA
1107
Sand Hill Global Advisors
California
$484K +$4.97K +64 +1%
WAP
1108
Wealthcare Advisory Partners
Pennsylvania
$484K +$9.16K +118 +2%
ONGA
1109
O'Neil Global Advisors
California
$483K +$450K +5,800 New
SYBT
1110
Stock Yards Bank & Trust
Kentucky
$482K +$2.33K +30 +0.5%
CCA
1111
Childress Capital Advisors
Texas
$481K +$71.8K +925 +19%
BOTW
1112
Bank of the West
California
$479K -$5.74K -74 -1%
LIA
1113
LS Investment Advisors
Michigan
$479K +$447K +5,755 New
SC
1114
SRB Corp
Massachusetts
$479K +$446K +5,744 New
AC
1115
Abbrea Capital
California
$476K +$83.7K +1,078 +23%
MSFS
1116
Main Street Financial Solutions
Pennsylvania
$476K -$78.9K -1,016 -15%
CB
1117
CNB Bank
Pennsylvania
$475K
MGWM
1118
Marks Group Wealth Management
Minnesota
$474K
DU
1119
Delphia (USA)
Ontario, Canada
$473K -$105K -1,355 -19%
SC
1120
Savant Capital
Illinois
$471K +$33.4K +430 +8%
CCM
1121
Chilton Capital Management
Texas
$470K -$2.33K -30 -0.5%
RZH
1122
Relyea Zuckerberg Hanson
Connecticut
$470K +$79.2K +1,020 +22%
Verition Fund Management
1123
Verition Fund Management
Connecticut
$469K -$1.51M -19,462 -78%
BTW
1124
Boston Trust Walden
Massachusetts
$467K
CQS
1125
Credential Qtrade Securities
$467K -$2.79K -36 -0.6%