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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
GIM
501
Grassi Investment Management
California
$1.21M +$192K +5,365 +21%
HBT
502
Hills Bank & Trust
Iowa
$1.2M -$14.3K -400 -1%
Daiwa Securities Group
503
Daiwa Securities Group
Japan
$1.2M +$55.4K +1,550 +5%
GAM
504
Gotham Asset Management
New York
$1.19M +$262K +7,346 +32%
SSWM
505
Sheets Smith Wealth Management
North Carolina
$1.17M +$1.06M +29,718 New
SFM
506
Signature Financial Management
Virginia
$1.17M +$1.06M +29,590 New
CI
507
Conning Inc
Connecticut
$1.16M -$5.72K -160 -0.5%
CC
508
ClearArc Capital
Ohio
$1.16M -$6.57K -184 -0.6%
MSV
509
MN Services Vermogensbeheer
Netherlands
$1.15M +$11.9K +332 +1%
CIM
510
CIM Investment Management
Pennsylvania
$1.14M +$12.4K +346 +1%
AIP
511
Ameritas Investment Partners
Nebraska
$1.14M – – –
W
512
Wealthfront
California
$1.14M +$64.8K +1,813 +7%
RFC
513
Regions Financial Corp
Alabama
$1.13M -$67.3K -1,885 -6%
PO
514
Private Ocean
California
$1.13M +$149K +4,180 +17%
SF
515
Synovus Financial
Georgia
$1.12M -$8.04K -225 -0.8%
PAG
516
Private Advisor Group
New Jersey
$1.11M +$314K +8,801 +49%
GIA
517
GHP Investment Advisors
Colorado
$1.1M -$18.5K -517 -2%
IB
518
Intrust Bank
Kansas
$1.1M +$8.15K +228 +0.8%
LP
519
LMR Partners
United Kingdom
$1.1M +$995K +27,852 New
LTFS
520
Ladenburg Thalmann Financial Services
Florida
$1.09M +$140K +3,920 +16%
CTC
521
Central Trust Company
Missouri
$1.08M -$32K -897 -3%
CYG
522
Clean Yield Group
Vermont
$1.08M -$8.93K -250 -0.9%
FFC
523
First Financial Corp
Indiana
$1.07M -$193K -5,410 -17%
MFS
524
Monetta Financial Services
Illinois
$1.07M – – –
Bank of Nova Scotia
525
Bank of Nova Scotia
Ontario, Canada
$1.06M +$90K +2,520 +10%