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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
426
Truist Financial
North Carolina
$3.25M -$121K -2,258 -4%
BAC
427
Boys Arnold & Co
North Carolina
$3.24M -$145K -2,708 -4%
1SB
428
1ST Source Bank
Indiana
$3.22M +$17.2K +321 +0.5%
UCFA
429
United Capital Financial Advisors
Texas
$3.13M +$1.3M +24,305 +68%
PCTC
430
Perkins Coie Trust Company
Washington
$3.07M -$23K -430 -0.7%
Janney Montgomery Scott
431
Janney Montgomery Scott
Pennsylvania
$3.04M -$86.5K -1,614 -3%
SLI
432
Sumitomo Life Insurance
Japan
$3.02M -$135K -2,516 -4%
PPSG
433
Princeton Portfolio Strategies Group
New Jersey
$3.01M -$51.2K -955 -2%
BCM
434
BlueMar Capital Management
Florida
$2.98M -$1.06M -19,800 -26%
Creative Planning
435
Creative Planning
Kansas
$2.95M +$108K +2,010 +4%
BCM
436
Brown Capital Management
Maryland
$2.95M +$16K +299 +0.5%
DWT
437
Dorsey & Whitney Trust
South Dakota
$2.94M -$59.5K -1,111 -2%
AL
438
Aspiriant LLC
California
$2.93M +$2.71M +50,553 +920%
LTI
439
Laffer Tengler Investments
Tennessee
$2.91M +$114K +2,134 +4%
BOTW
440
Bank of the West
California
$2.9M -$2.66M -49,570 -47%
MME
441
Meag Munich Ergo
Germany
$2.86M -$34.7K -647 -1%
Nuveen
442
Nuveen
North Carolina
$2.84M -$156K -2,918 -5%
UFF
443
USA Financial Formulas
Michigan
$2.83M +$2.91M +54,246 New
DLCIG
444
D.L. Carlson Investment Group
New Hampshire
$2.83M -$620K -11,570 -18%
Millennium Management
445
Millennium Management
New York
$2.82M -$2.09M -39,030 -42%
KCM
446
Kornitzer Capital Management
Kansas
$2.79M +$2.86M +53,355 New
LCM
447
Lee Capital Management
New York
$2.71M +$2.79M +52,000 New
JFA
448
JNBA Financial Advisors
Minnesota
$2.65M – – –
Pacer Advisors
449
Pacer Advisors
Pennsylvania
$2.64M +$528K +9,861 +24%
AG
450
Advisor Group
Arizona
$2.63M -$103K -1,924 -4%