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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
401
Exencial Wealth Advisors
Oklahoma
$3.16M +$3.44M +76,140 New
WSTAM
402
Wilbanks Smith & Thomas Asset Management
Virginia
$3.16M -$42.1K -930 -1%
MYLI
403
Meiji Yasuda Life Insurance
Japan
$3.14M +$53.1K +1,174 +2%
NCM
404
Nelson Capital Management
California
$3.12M +$3.37M +74,450 +11,046%
AF
405
Alerus Financial
North Dakota
$3.11M +$797K +17,618 +31%
SB
406
Suntrust Banks
Georgia
$3.08M +$1.29M +28,549 +63%
RBA
407
Richard Bernstein Advisors
New York
$3.05M
RJFSA
408
Raymond James Financial Services Advisors
Florida
$3.01M -$31.6K -698 -1%
II
409
IFM Investors
Australia
$2.92M +$279K +6,158 +10%
UCFA
410
United Capital Financial Advisors
Texas
$2.91M -$442K -9,781 -12%
SIA
411
SeaBridge Investment Advisors
New Jersey
$2.9M -$115K -2,550 -4%
ST
412
Spinnaker Trust
Maine
$2.83M +$327K +7,219 +12%
DWT
413
Dorsey & Whitney Trust
South Dakota
$2.83M +$449K +9,932 +17%
ECM
414
Elgethun Capital Management
South Dakota
$2.82M +$3.06M +67,736 New
CM
415
Capital Management
Virginia
$2.79M -$66.3K -1,465 -2%
MJRIC
416
Mogy Joel R Investment Counsel
California
$2.77M +$217K +4,800 +8%
BP
417
Broadleaf Partners
Ohio
$2.77M +$591K +13,061 +24%
FTC
418
Farmers Trust Company
Ohio
$2.76M +$61.2K +1,353 +2%
TPCM
419
Three Peaks Capital Management
Colorado
$2.73M +$2.98M +65,843 New
COPPSERS
420
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.72M -$1.5M -33,105 -34%
AMM
421
American Money Management
California
$2.72M +$155K +3,431 +6%
GCP
422
Gill Capital Partners
Colorado
$2.71M +$2.54M +56,207 New
RIM
423
Redpoint Investment Management
Australia
$2.66M -$388K -8,587 -12%
CAM
424
Cozad Asset Management
Illinois
$2.66M +$123K +2,713 +4%
Commonwealth Equity Services
425
Commonwealth Equity Services
Massachusetts
$2.64M -$353K -7,800 -11%