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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
426
Carson Wealth (CWM LLC)
Nebraska
$2.7M +$323K +7,789 +14%
BAC
427
Boys Arnold & Co
North Carolina
$2.7M +$30K +723 +1%
1832 Asset Management
428
1832 Asset Management
Ontario, Canada
$2.68M -$1.66M -39,915 -39%
MAM
429
Mark Asset Management
New York
$2.63M -$12.4M -299,295 -83%
PCTC
430
Perkins Coie Trust Company
Washington
$2.57M +$47.4K +1,142 +2%
BCM
431
Brown Capital Management
Maryland
$2.57M +$64.8K +1,560 +3%
1SB
432
1ST Source Bank
Indiana
$2.56M -$86.5K -2,084 -3%
HI
433
Harrington Investments
California
$2.55M +$2.42M +58,255 New
FMT
434
First Mercantile Trust
Tennessee
$2.54M +$56.8K +1,369 +2%
Commonwealth Equity Services
435
Commonwealth Equity Services
Massachusetts
$2.53M +$126K +3,036 +6%
DAM
436
Doheny Asset Management
California
$2.52M +$56.1K +1,350 +2%
Nuveen
437
Nuveen
North Carolina
$2.51M -$519K -12,500 -18%
LCM
438
Leisure Capital Management
California
$2.48M -$30.6K -736 -1%
PPSG
439
Princeton Portfolio Strategies Group
New Jersey
$2.46M -$20.3K -489 -0.9%
SAM
440
Symphony Asset Management
California
$2.46M -$326K -7,841 -12%
Creative Planning
441
Creative Planning
Kansas
$2.45M +$273K +6,581 +13%
GL
442
GLG LLC
New York
$2.4M -$212K -5,106 -9%
TWMP
443
Taylor Wealth Management Partners
Massachusetts
$2.4M -$77.6K -1,870 -3%
AL
444
Aspiriant LLC
California
$2.4M -$346K -8,324 -13%
EIM
445
Essex Investment Management
Massachusetts
$2.35M +$3.24K +78 +0.1%
LTI
446
Laffer Tengler Investments
Tennessee
$2.34M -$149K -3,580 -6%
Renaissance Technologies
447
Renaissance Technologies
New York
$2.34M +$2.22M +53,500 New
NB
448
Norinchukin Bank
Japan
$2.32M +$207K +4,989 +10%
CTC
449
Central Trust Company
Missouri
$2.3M +$583K +14,053 +36%
Mirae Asset Global Investments
450
Mirae Asset Global Investments
South Korea
$2.26M +$223K +5,360 +12%