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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
LTI
426
Laffer Tengler Investments
Tennessee
$2.25M +$2.04M +57,130 New
PCTC
427
Perkins Coie Trust Company
Washington
$2.22M +$2K +56 +0.1%
NLI
428
Nippon Life Insurance
Japan
$2.21M -$198K -5,544 -9%
IH
429
IFC Holdings
Florida
$2.16M +$1.95M +54,607 New
SC
430
Scholtz & Company
Connecticut
$2.15M +$1.95M +54,545 New
TWMP
431
Taylor Wealth Management Partners
Massachusetts
$2.13M +$1.92M +53,850 New
SWM
432
Segment Wealth Management
Texas
$2.12M +$1.92M +53,612 New
ACPU
433
Arrowgrass Capital Partners (US)
Delaware
$2.02M -$475K -13,290 -21%
SLI
434
Sumitomo Life Insurance
Japan
$2M +$143K +4,005 +9%
JFA
435
JNBA Financial Advisors
Minnesota
$2M +$1.68M +47,079 +1,328%
DWM
436
Destination Wealth Management
California
$1.88M -$532K -14,877 -24%
WIS
437
Wright Investors Service
Connecticut
$1.85M +$669K +18,715 +66%
WOC
438
West Oak Capital
California
$1.83M +$18.6K +520 +1%
CBB
439
Citizens Business Bank
California
$1.82M – – –
Creative Planning
440
Creative Planning
Kansas
$1.81M +$563K +15,761 +52%
PTC
441
Private Trust Company
Ohio
$1.81M +$487K +13,617 +42%
FA
442
FDx Advisors
Illinois
$1.8M +$571K +15,985 +54%
BCM
443
Brown Capital Management
Maryland
$1.8M -$3.74M -104,764 -70%
SCM
444
SOL Capital Management
Maryland
$1.8M -$28.6K -801 -2%
AA
445
Ancora Advisors
Ohio
$1.8M +$1.63M +45,504 New
FFA
446
First Foundation Advisors
California
$1.78M +$8.68K +243 +0.5%
DWT
447
Dorsey & Whitney Trust
South Dakota
$1.78M +$66.9K +1,872 +4%
KCPG
448
Kavar Capital Partners Group
Kansas
$1.77M -$51.8K -1,450 -3%
CI
449
Cigna Investments
Connecticut
$1.73M +$1.57M +43,881 New
Fifth Third Bancorp
450
Fifth Third Bancorp
Ohio
$1.72M -$29.9K -838 -2%