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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
426
Annex Advisory Services
Wisconsin
$5.74M +$766K +10,730 +16%
TPCW
427
TD Private Client Wealth
New York
$5.73M -$182K -2,547 -3%
Wealthfront Advisers
428
Wealthfront Advisers
California
$5.68M +$2.53M +35,455 +83%
HWM
429
Hohimer Wealth Management
Washington
$5.68M -$147K -2,055 -3%
CIBC World Market
430
CIBC World Market
Ontario, Canada
$5.67M +$1.05M +14,766 +23%
TLCM
431
Twin Lakes Capital Management
California
$5.66M -$70.3K -984 -1%
BAM
432
Blueshift Asset Management
New Jersey
$5.63M +$5.52M +77,274 New
MML Investors Services
433
MML Investors Services
Massachusetts
$5.6M +$260K +3,638 +5%
X
434
Xponance
Pennsylvania
$5.53M -$4.39M -61,440 -45%
PFPT
435
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.53M +$5.42M +75,895 New
FG
436
Fiduciary Group
Georgia
$5.43M -$211K -2,950 -4%
MAM
437
Majedie Asset Management
United Kingdom
$5.38M -$3.69M -51,649 -41%
AI
438
Atria Investments
North Carolina
$5.36M +$79.8K +1,118 +2%
CA
439
Cullinan Associates
Kentucky
$5.32M +$300K +4,198 +6%
LC
440
Lakehouse Capital
Australia
$5.15M
OAM
441
Oppenheimer Asset Management
New York
$5.13M +$1.43M +20,040 +40%
MCM
442
Mengis Capital Management
Oregon
$5.13M +$50K +700 +1%
TIP
443
Torray Investment Partners
Maryland
$5.12M -$29.9K -418 -0.6%
SWM
444
Stockman Wealth Management
Montana
$5.1M +$32.1K +450 +0.6%
IA
445
IndexIQ Advisors
New York
$5.09M +$47.6K +667 +1%
ACP
446
Aviance Capital Partners
Florida
$5.08M +$200K +2,804 +4%
Assenagon Asset Management
447
Assenagon Asset Management
Luxembourg
$5.06M +$486K +6,802 +11%
NMIMC
448
Northwestern Mutual Investment Management Company
Wisconsin
$4.97M +$5.14K +72 +0.1%
PCTC
449
Perkins Coie Trust Company
Washington
$4.96M -$166K -2,326 -3%
PAG
450
Private Advisor Group
New Jersey
$4.95M +$1.49M +20,816 +44%