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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
DWT
476
Dorsey & Whitney Trust
South Dakota
$800K +$269K +9,473 +43%
PTC
477
Private Trust Company
Ohio
$798K -$394K -13,859 -31%
Federated Hermes
478
Federated Hermes
Pennsylvania
$787K -$30.8K -1,083 -3%
AG
479
Advisor Group
Arizona
$787K +$887K +31,217 New
BTNA
480
Bremer Trust National Association
Minnesota
$764K -$29.9K -1,053 -3%
LNWWM
481
Laird Norton Wetherby Wealth Management
California
$762K +$36.3K +1,279 +4%
Cambridge Investment Research Advisors
482
Cambridge Investment Research Advisors
Iowa
$760K -$223K -7,856 -21%
LMIM
483
Lockheed Martin Investment Management
Maryland
$759K +$853K +30,000 New
PA
484
Profund Advisors
Maryland
$755K +$75.7K +2,663 +10%
DY
485
Dowling & Yahnke
California
$752K +$144K +5,065 +21%
RA
486
Royce & Associates
New York
$744K
Wellington Management Group
487
Wellington Management Group
Massachusetts
$744K +$836K +29,401 New
TCOV
488
Trust Company of Vermont
Vermont
$741K -$136K -4,777 -14%
CYG
489
Clean Yield Group
Vermont
$740K -$5.68K -200 -0.7%
CC
490
ClearArc Capital
Ohio
$740K -$2.56K -90 -0.3%
GIA
491
GHP Investment Advisors
Colorado
$730K +$853 +30 +0.1%
Daiwa Securities Group
492
Daiwa Securities Group
Japan
$729K +$25.6K +900 +3%
Northwestern Mutual Wealth Management
493
Northwestern Mutual Wealth Management
Wisconsin
$728K +$1.14K +40 +0.1%
CI
494
Conning Inc
Connecticut
$724K +$9.09K +320 +1%
IB
495
Intrust Bank
Kansas
$711K -$1.06M -37,306 -57%
ECM
496
Everence Capital Management
Indiana
$706K +$137K +4,830 +21%
NAMP
497
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$703K -$8.53K -300 -1%
DT
498
Diversified Trust
Tennessee
$700K -$109K -3,825 -12%
PO
499
Private Ocean
California
$699K +$1.08K +38 +0.1%
RC
500
RegentAtlantic Capital
New Jersey
$697K