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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
VIP
351
Vantage Investment Partners
Missouri
$10.1M +$14.1M +192,641 New
PAM
352
Panagora Asset Management
Massachusetts
$9.83M -$10.8M -147,717 -44%
LOPW
353
Live Oak Private Wealth
North Carolina
$9.79M +$365K +4,988 +3%
HAM
354
Harber Asset Management
North Carolina
$9.73M +$13.6M +185,800 New
EWA
355
Exencial Wealth Advisors
Oklahoma
$9.66M -$284K -3,876 -2%
Capstone Investment Advisors
356
Capstone Investment Advisors
New York
$9.58M +$9.68M +132,217 +261%
FCI
357
Financial Counselors Inc
Kansas
$9.58M +$661K +9,031 +5%
CAPTRUST Financial Advisors
358
CAPTRUST Financial Advisors
North Carolina
$9.53M -$8.25M -112,720 -38%
GF
359
Goodman Financial
Texas
$9.53M +$13.3M +181,850 New
DWP
360
Daymark Wealth Partners
Ohio
$9.44M +$13.2M +180,253 New
HBCM
361
Heron Bay Capital Management
Michigan
$9.44M +$7.81M +106,631 +145%
CNB
362
Czech National Bank
Czech Republic
$9.41M +$83.6K +1,141 +0.6%
CB
363
Commerce Bank
Missouri
$9.38M +$9.16M +125,145 +232%
LA
364
LFL Advisers
Illinois
$9.33M
HWM
365
HFR Wealth Management
New York
$9.32M +$2.54M +34,630 +24%
LGF
366
LGT Group Foundation
Liechtenstein
$9.3M +$8.54M +116,561 +191%
BNP Paribas Asset Management
367
BNP Paribas Asset Management
France
$9.28M -$10.8M -147,036 -45%
Daiwa Securities Group
368
Daiwa Securities Group
Japan
$9.25M -$14.5M -197,614 -53%
SW
369
SVB Wealth
Massachusetts
$9.24M -$2.07M -28,246 -14%
CAN
370
Cetera Advisor Networks
California
$9.21M +$4.01M +54,736 +45%
WAM
371
Winslow Asset Management
Ohio
$9.16M -$338K -4,614 -3%
G
372
GenTrust
Florida
$9.11M +$12.7M +174,000 New
JSA
373
Jacobson & Schmitt Advisors
Wisconsin
$9.08M -$351K -4,787 -3%
BCM
374
Blume Capital Management
California
$9.07M +$2.1M +28,694 +20%
GU
375
Georgetown University
District of Columbia
$9.04M +$12.6M +172,665 New