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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
EPIMS
1701
Evelyn Partners Investment Management Services
$172K +$174K +2,330 New
SC
1702
Stance Capital
Massachusetts
$172K +$174K +2,319 New
Eastern Bank
1703
Eastern Bank
Massachusetts
$171K +$47K +628 +37%
LI
1704
LRI Investments
Florida
$168K – – –
OC
1705
Oakworth Capital
Alabama
$167K – – –
SBI Securities
1706
SBI Securities
Japan
$167K +$169K +2,254 New
Arax Advisory Partners
1707
Arax Advisory Partners
Colorado
$166K +$64.7K +865 +63%
BTD
1708
BankPlus Trust Department
Mississippi
$165K +$167K +2,234 New
BIA
1709
Bell Investment Advisors
California
$164K -$898 -12 -0.5%
CAS
1710
Coppell Advisory Solutions
Texas
$159K +$42.1K +563 +36%
FA
1711
Fedenia Advisers
Wisconsin
$157K +$159K +2,126 New
CCG
1712
Ceeto Capital Group
Florida
$157K -$56.1K -750 -26%
UIA
1713
Ulland Investment Advisors
Minnesota
$155K -$5.61K -75 -3%
HNB
1714
Hilltop National Bank
Wyoming
$149K -$3.14K -42 -2%
PK
1715
Pflug Koory
Nebraska
$145K +$75 +1 +0.1%
CWP
1716
Concord Wealth Partners
Virginia
$143K -$4.71K -63 -3%
ECM
1717
Estabrook Capital Management
New York
$140K – – –
BC
1718
Bayforest Capital
United Kingdom
$140K +$141K +1,886 New
Catalyst Capital Advisors
1719
Catalyst Capital Advisors
New York
$134K -$81.6K -1,090 -38%
HIA
1720
Harbor Investment Advisory
Maryland
$134K -$3.37K -45 -0.6%
Farmers & Merchants Investments Inc
1721
Farmers & Merchants Investments Inc
Nebraska
$134K – – –
HFM
1722
Hartford Financial Management
Connecticut
$133K – – –
TCOV
1723
Trust Company of Vermont
Vermont
$133K +$15.9K +212 +13%
AIM
1724
Acropolis Investment Management
Missouri
$132K – – –
OWP
1725
ORG Wealth Partners
Texas
$129K +$82.8K +1,107 +174%