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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FMLI
501
Fukoku Mutual Life Insurance
Japan
$298K -$17K -600 -6%
RW
502
Rand Wealth
Maryland
$298K
SBWM
503
Sunflower Bank Wealth Management
Arizona
$297K -$115K -4,050 -29%
GCM
504
Glynn Capital Management
California
$294K
CCM
505
Coe Capital Management
Illinois
$294K
RJT
506
Raymond James Trust
Florida
$288K -$52.2K -1,843 -16%
WPW
507
Waldron Private Wealth
Pennsylvania
$286K -$55.7K -1,969 -17%
Wellington Management Group
508
Wellington Management Group
Massachusetts
$285K +$1.44K +51 +0.5%
DY
509
Dowling & Yahnke
California
$279K
CLOS
510
Compagnie Lombard Odier SCmA
Switzerland
$277K
WS
511
Wedbush Securities
California
$270K +$5.43K +192 +2%
CIA
512
Capital Investment Advisors
Georgia
$267K -$39.8K -1,405 -13%
PTC
513
Private Trust Company
Ohio
$267K -$2.46K -87 -0.9%
BRWA
514
B. Riley Wealth Advisors
Florida
$264K -$25.4K -898 -9%
RMDI
515
R.M. Davis Inc
Maine
$263K -$15.6K -550 -6%
PAG
516
Private Advisor Group
New Jersey
$262K -$101K -3,573 -29%
HCMT
517
Highland Capital Management (Tennessee)
Tennessee
$262K
MAM
518
Marquette Asset Management
Minnesota
$261K
CWA
519
Constellation Wealth Advisors
New York
$255K
Creative Planning
520
Creative Planning
Kansas
$253K +$145K +5,105 +145%
ST
521
Spot Trading
Illinois
$253K +$244K +8,611 New
RBC
522
Ronald Blue & Co
Georgia
$242K +$4.33K +153 +2%
GIS
523
Guardian Investor Services
New York
$239K -$15.8K -558 -6%
CPA
524
Court Place Advisors
Maryland
$237K
FIM
525
Fruth Investment Management
Texas
$235K