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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
HPIA
376
Hamilton Point Investment Advisors
North Carolina
$3.83M +$165K +3,640 +4%
SWM
377
Segment Wealth Management
Texas
$3.82M +$402K +8,898 +11%
OCA
378
Otter Creek Advisors
Florida
$3.81M +$4.15M +91,849 New
V
379
Veritable
Delaware
$3.81M +$105K +2,317 +3%
BCM
380
BlueMar Capital Management
Florida
$3.79M +$2.05M +45,258 +98%
WTC
381
WhitTier Trust Company
Nevada
$3.78M -$80K -1,768 -2%
BOTW
382
Bank of the West
California
$3.76M +$1.02M +22,528 +33%
Creative Planning
383
Creative Planning
Kansas
$3.76M +$1.23M +27,175 +43%
PI
384
Pathlight Investors
Arizona
$3.73M +$3.85M +85,118 New
Daiwa Securities Group
385
Daiwa Securities Group
Japan
$3.72M +$2.05M +45,275 +102%
SIC
386
Salem Investment Counselors
North Carolina
$3.72M -$60K -1,327 -1%
SHGA
387
Sand Hill Global Advisors
California
$3.66M +$9.72K +215 +0.2%
MIM
388
Marco Investment Management
Georgia
$3.59M -$67.8K -1,500 -2%
WSFS
389
Wilmington Savings Fund Society
Delaware
$3.47M +$290K +6,409 +8%
KAH
390
Kathryn A. Hall
$3.41M
CAPTRUST Financial Advisors
391
CAPTRUST Financial Advisors
North Carolina
$3.35M +$2.44M +54,012 +202%
SCM
392
Silvant Capital Management
Georgia
$3.35M -$1.65M -36,555 -31%
CIP
393
Chartwell Investment Partners
Pennsylvania
$3.32M
WAM
394
World Asset Management
Michigan
$3.29M -$124K -2,735 -3%
AC
395
Addenda Capital
Quebec, Canada
$3.28M +$82.6K +1,825 +2%
IP
396
Interval Partners
New York
$3.24M +$3.53M +78,003 New
SIM
397
Sentry Investment Management
Wisconsin
$3.2M -$91.4K -2,021 -3%
AG
398
Advisor Group
Arizona
$3.2M +$444K +9,811 +15%
CB
399
Commerce Bank
Missouri
$3.19M +$653K +14,447 +23%
TAF
400
Tredje AP-fonden
Sweden
$3.16M +$81.8K +1,809 +2%