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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
426
Pacer Advisors
Pennsylvania
$5.96M -$203K -2,844 -3%
AAIM
427
American Assets Investment Management
California
$5.95M – – –
DWT
428
Dorsey & Whitney Trust
South Dakota
$5.92M -$130K -1,827 -2%
AAS
429
Annex Advisory Services
Wisconsin
$5.74M +$766K +10,730 +16%
TPCW
430
TD Private Client Wealth
New York
$5.73M -$182K -2,547 -3%
Wealthfront Advisers
431
Wealthfront Advisers
California
$5.68M +$2.53M +35,455 +83%
HWM
432
Hohimer Wealth Management
Washington
$5.68M -$147K -2,055 -3%
CIBC World Market
433
CIBC World Market
Ontario, Canada
$5.67M +$1.05M +14,766 +23%
TLCM
434
Twin Lakes Capital Management
California
$5.66M -$70.3K -984 -1%
BAM
435
Blueshift Asset Management
New Jersey
$5.63M +$5.52M +77,274 New
MML Investors Services
436
MML Investors Services
Massachusetts
$5.6M +$260K +3,638 +5%
X
437
Xponance
Pennsylvania
$5.53M -$4.39M -61,440 -45%
PFPT
438
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.53M +$5.42M +75,895 New
FG
439
Fiduciary Group
Georgia
$5.43M -$211K -2,950 -4%
MAM
440
Majedie Asset Management
United Kingdom
$5.38M -$3.69M -51,649 -41%
AI
441
Atria Investments
North Carolina
$5.36M +$79.8K +1,118 +2%
CA
442
Cullinan Associates
Kentucky
$5.32M +$300K +4,198 +6%
LC
443
Lakehouse Capital
Australia
$5.15M – – –
OAM
444
Oppenheimer Asset Management
New York
$5.13M +$1.43M +20,040 +40%
MCM
445
Mengis Capital Management
Oregon
$5.13M +$50K +700 +1%
TIP
446
Torray Investment Partners
Maryland
$5.12M -$29.9K -418 -0.6%
SWM
447
Stockman Wealth Management
Montana
$5.1M +$32.1K +450 +0.6%
IA
448
IndexIQ Advisors
New York
$5.09M +$47.6K +667 +1%
ACP
449
Aviance Capital Partners
Florida
$5.08M +$200K +2,804 +4%
Assenagon Asset Management
450
Assenagon Asset Management
Luxembourg
$5.06M +$486K +6,802 +11%