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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ET
1126
Equitable Trust
Tennessee
$1.17M -$2.56K -27 -0.2%
LIM
1127
Leavell Investment Management
Alabama
$1.16M +$95 +1 +0%
FDS
1128
First Dallas Securities
Texas
$1.16M -$280K -2,948 -20%
PPWM
1129
Paragon Private Wealth Management
Kentucky
$1.16M +$407K +4,292 +55%
RSVP
1130
Ramsay Stattman Vela & Price
Colorado
$1.16M +$1.71K +18 +0.1%
C
1131
Certuity
Florida
$1.16M +$845K +8,904 +278%
SW
1132
SMART Wealth
Nebraska
$1.15M +$856K +9,019 +294%
FFL
1133
Future Fund LLC
Illinois
$1.15M +$229K +2,415 +25%
BC
1134
Bridgefront Capital
Texas
$1.15M -$2.31M -24,309 -67%
HH
1135
Hilltop Holdings
Texas
$1.15M +$205K +2,163 +22%
SAM
1136
Summit Asset Management
Tennessee
$1.15M – – –
XT
1137
XTX Topco
Cayman Islands
$1.14M -$2.8M -29,518 -71%
CA
1138
Cullinan Associates
Kentucky
$1.14M – – –
OIM
1139
Oder Investment Management
California
$1.13M +$29.1K +307 +3%
LWAM
1140
Legacy Wealth Asset Management
Minnesota
$1.13M +$282K +2,976 +34%
SIM
1141
Stratos Investment Management
Ohio
$1.13M +$23.4K +246 +2%
RSWM
1142
Robertson Stephens Wealth Management
California
$1.13M +$37.7K +397 +3%
LWM
1143
Lodestone Wealth Management
Washington
$1.12M +$3.23K +34 +0.3%
HHRDM
1144
H&H Retirement Design & Management
Nevada
$1.12M +$19.6K +206 +2%
CFB
1145
Cullen/Frost Bankers
Texas
$1.12M +$67K +706 +6%
VCM
1146
Virtue Capital Management
Tennessee
$1.12M -$47.6K -502 -6%
EFG
1147
Everhart Financial Group
Ohio
$1.12M +$238K +2,504 +27%
SSCM
1148
Sovereign's Capital Management
Georgia
$1.11M +$5.22K +55 +0.5%
CPA
1149
Capital Planning Advisors
California
$1.11M +$1.11M +11,655 New
HCM
1150
Hodges Capital Management
Texas
$1.11M -$42.7K -450 -4%
44 45
46
47 48