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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CB
401
Cadence Bank
Mississippi
$2.98M +$2.86M +82,296 New
KAH
402
Kathryn A. Hall
$2.98M – – –
Creative Planning
403
Creative Planning
Kansas
$2.97M -$22K -632 -0.8%
Ancora Advisors
404
Ancora Advisors
Ohio
$2.94M +$264K +7,586 +10%
Pacer Advisors
405
Pacer Advisors
Pennsylvania
$2.88M -$609K -17,492 -18%
SWM
406
Stockman Wealth Management
Montana
$2.85M +$172K +4,954 +7%
FWM
407
Frontier Wealth Management
Missouri
$2.85M -$129K -3,711 -5%
AMG National Trust Bank
408
AMG National Trust Bank
Colorado
$2.84M -$82.7K -2,378 -3%
Gabelli Funds
409
Gabelli Funds
New York
$2.79M -$104K -3,000 -4%
Bridgeway Capital Management
410
Bridgeway Capital Management
Texas
$2.73M -$532K -15,300 -17%
D.A. Davidson & Co
411
D.A. Davidson & Co
Montana
$2.73M +$124K +3,574 +5%
MWM
412
Madison Wealth Management
Ohio
$2.73M +$232K +6,655 +10%
PCTC
413
Perkins Coie Trust Company
Washington
$2.7M +$71.4K +2,051 +3%
Scotia Capital
414
Scotia Capital
Ontario, Canada
$2.69M +$549K +15,781 +27%
New Mexico Educational Retirement Board
415
New Mexico Educational Retirement Board
New Mexico
$2.66M -$118K -3,400 -4%
MIM
416
Marco Investment Management
Georgia
$2.64M -$29.9K -858 -1%
Sumitomo Mitsui DS Asset Management
417
Sumitomo Mitsui DS Asset Management
Japan
$2.63M +$32.2K +925 +1%
FM
418
Family Management
New York
$2.62M +$36.9K +1,060 +1%
EC
419
EJF Capital
Virginia
$2.59M +$2.49M +71,424 New
Two Sigma Advisers
420
Two Sigma Advisers
New York
$2.57M -$13.9M -398,599 -85%
Candriam SCA
421
Candriam SCA
Luxembourg
$2.56M -$113K -3,251 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
422
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.54M – – –
BCV
423
Banque Cantonale Vaudoise
Switzerland
$2.51M -$530K -15,229 -18%
VNA
424
Valley National Advisers
Pennsylvania
$2.48M +$1.69M +48,703 +246%
AE Wealth Management
425
AE Wealth Management
Kansas
$2.47M -$1.03M -29,522 -30%