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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TBA
301
Tower Bridge Advisors
Pennsylvania
$19.5M +$260K +3,350 +1%
PWAG
302
Polaris Wealth Advisory Group
California
$19.3M -$7.83M -100,907 -30%
CCM
303
Cohen Capital Management
California
$19.1M -$93.1K -1,200 -0.5%
TSW
304
Thompson Siegel & Walmsley
Virginia
$19M +$4.23M +54,507 +31%
YCM
305
Yousif Capital Management
Michigan
$18.9M +$616K +7,939 +4%
WC
306
Whitney & Co
New York
$18.9M +$104K +1,338 +0.6%
ILCM
307
Ivy Lane Capital Management
Florida
$18.7M – – –
Walleye Capital
308
Walleye Capital
New York
$18.7M +$11.1M +142,703 +175%
Commonwealth Equity Services
309
Commonwealth Equity Services
Massachusetts
$18.4M +$4.98M +64,110 +41%
WHG
310
Westwood Holdings Group
Texas
$18.2M -$70.7M -910,928 -81%
MOACM
311
Mutual of America Capital Management
New York
$18.1M +$503K +6,475 +3%
UB
312
UMB Bank
Missouri
$18.1M +$23.6K +304 +0.1%
TPSF
313
Texas Permanent School Fund
Texas
$18M +$51.5K +664 +0.3%
PCA
314
Personal Capital Advisors
California
$18M -$176K -2,262 -1%
Kayne Anderson Rudnick Investment Management
315
Kayne Anderson Rudnick Investment Management
California
$18M -$180K -2,314 -1%
BC
316
Brookfield Corp
Ontario, Canada
$17.9M -$9.12M -117,470 -35%
VW
317
Vantage Wealth
California
$17.9M -$567K -7,300 -3%
SOADOR
318
State of Alaska Department of Revenue
Alaska
$17.8M +$129K +1,665 +0.8%
CIC
319
Cutler Investment Counsel
Oregon
$17.4M -$692K -8,918 -4%
LIM
320
Lathrop Investment Management
Arkansas
$17.3M +$216K +2,788 +1%
CA
321
Cornerstone Advisors
North Carolina
$17.1M – – –
SW
322
SVB Wealth
Massachusetts
$17M -$190K -2,442 -1%
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$17M +$2.53M +32,653 +19%
Assenagon Asset Management
324
Assenagon Asset Management
Luxembourg
$16.9M -$40.1M -516,228 -72%
CIM
325
Courant Investment Management
Tennessee
$16.5M – – –