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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1101
Martingale Asset Management
Massachusetts
$658K -$1.91M -29,048 -74%
Teacher Retirement System of Texas
1102
Teacher Retirement System of Texas
Texas
$656K -$1.26M -19,202 -65%
WP
1103
Westmount Partners
California
$652K +$9.85K +150 +2%
IPW
1104
Invictus Private Wealth
Colorado
$651K +$2.37K +36 +0.4%
WAP
1105
Wealthcare Advisory Partners
Pennsylvania
$651K -$199K -3,025 -23%
V
1106
ViaWealth
Kansas
$651K +$34.9K +532 +6%
IF
1107
Ironwood Financial
Arizona
$648K -$15.2K -231 -2%
AT
1108
Avalon Trust
New Mexico
$648K -$263K -4,000 -29%
EDRH
1109
Edmond de Rothschild Holding
Switzerland
$648K -$8.67K -132 -1%
BWM
1110
BigSur Wealth Management
Florida
$648K
BAM
1111
Bayview Asset Management
Florida
$648K +$657K +10,000 New
EBT
1112
Enterprise Bank & Trust
Massachusetts
$647K -$10.4K -158 -2%
WG
1113
Winton Group
United Kingdom
$645K +$654K +9,957 New
MAM
1114
Mystic Asset Management
Rhode Island
$645K +$12.8K +195 +2%
KSB
1115
Kennebec Savings Bank
Maine
$644K +$653K +9,942 New
P
1116
Pitcairn
Pennsylvania
$642K -$152K -2,310 -19%
PCMC
1117
Private Capital Management (Colorado)
Colorado
$642K +$267K +4,062 +69%
CYG
1118
Clean Yield Group
Vermont
$640K +$2.17K +33 +0.3%
UCB
1119
United Community Bank
South Carolina
$638K -$9.2K -140 -1%
DWM
1120
Drive Wealth Management
Utah
$638K +$33K +503 +5%
MWM
1121
Meridian Wealth Management
Kentucky
$636K +$645K +9,815 New
GWMR
1122
GC Wealth Management RIA
Massachusetts
$633K +$307K +4,672 +92%
CI
1123
Cavalier Investments
Georgia
$632K +$36.3K +552 +6%
LCM
1124
Logan Capital Management
Pennsylvania
$631K
CGL
1125
Clarius Group LLC
Washington
$629K -$12.1K -184 -2%