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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HWCM
326
Hudson Way Capital Management
Texas
$11.9M -$360K -5,038 -3%
FA
327
Financial Avengers
California
$11.9M -$15K -210 -0.1%
RJFSA
328
Raymond James Financial Services Advisors
Florida
$11.8M +$841K +11,777 +8%
PI
329
Putnam Investments
Massachusetts
$11.8M +$11.1M +155,046 +2,453%
PHAM
330
Pacific Heights Asset Management
California
$11.7M – – –
N
331
Natixis
France
$11.6M +$11.4M +159,393 New
JC
332
Jacobs & Co
California
$11.6M +$84.4K +1,182 +0.7%
NAM
333
Nissay Asset Management
Japan
$11.4M +$423K +5,929 +4%
AAIM
334
Asset Advisors Investment Management
Georgia
$11.3M -$285K -3,987 -3%
BC
335
Brookfield Corp
Ontario, Canada
$11.2M -$264K -3,700 -2%
BMSSC
336
B. Metzler seel. Sohn & Co
Germany
$11.2M -$96.8K -1,355 -0.9%
VCAM
337
Van Cleef Asset Management
Ohio
$10.8M -$1.43K -20 -0%
HWM
338
HFR Wealth Management
New York
$10.7M +$46.5K +651 +0.4%
PMAM
339
Picton Mahoney Asset Management
Ontario, Canada
$10.7M +$2.08M +29,194 +25%
LNB
340
Ledyard National Bank
$10.5M -$229K -3,201 -2%
HIMCH
341
Hartford Investment Management Co (HIMCO)
Connecticut
$10.2M -$1.27M -17,805 -11%
MIG
342
McGuire Investment Group
Rhode Island
$10.2M +$24.9K +349 +0.3%
CCM
343
Channing Capital Management
Illinois
$9.96M -$1.97M -27,576 -17%
CIC
344
Carnegie Investment Counsel
Ohio
$9.83M – – –
SCA
345
Spearhead Capital Advisors
Florida
$9.68M +$212K +2,972 +2%
ARMC
346
American Research & Management Company
Massachusetts
$9.65M -$34.1K -477 -0.4%
BTP
347
Bloom Tree Partners
New York
$9.63M +$9.45M +132,258 New
SCA
348
Stieven Capital Advisors
Missouri
$9.52M -$7.09M -99,300 -43%
PFM
349
Parsec Financial Management
North Carolina
$9.51M -$724K -10,135 -8%
BWFA
350
Baltimore-Washington Financial Advisors
Maryland
$9.48M +$341K +4,780 +4%
12 13
14
15 16