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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
I
501
IberiaBank
Louisiana
$1.93M -$214K -3,993 -10%
BCM
502
Birmingham Capital Management
Alabama
$1.93M -$5.36K -100 -0.3%
WAM
503
Wealthspire Advisors (Maryland)
Maryland
$1.92M -$11.2K -209 -0.6%
SCM
504
SOL Capital Management
Maryland
$1.92M -$78.1K -1,457 -4%
CTA
505
Chesley Taft & Associates
Illinois
$1.92M -$49.8K -930 -2%
PI
506
Pettee Investors
Connecticut
$1.91M
TH
507
TCTC Holdings
Texas
$1.9M +$1.95M +36,310 New
DTL
508
Dynamic Technology Lab
Singapore
$1.89M +$1.56M +29,151 +414%
Jacobs Levy Equity Management
509
Jacobs Levy Equity Management
New Jersey
$1.88M +$1.93M +35,940 New
MWM
510
Marietta Wealth Management
Georgia
$1.86M +$13.5K +251 +0.7%
FG
511
Fiduciary Group
Georgia
$1.85M -$100K -1,874 -5%
BC
512
Bartlett & Co
Ohio
$1.85M -$26.8K -500 -1%
BCWM
513
Bartlett & Co Wealth Management
Ohio
$1.85M +$1.89M +35,346 New
EGM
514
Engineers Gate Manager
New York
$1.84M +$1.89M +35,306 New
DY
515
Dowling & Yahnke
California
$1.82M +$27.9K +520 +2%
ACM
516
Aviance Capital Management
Florida
$1.82M -$111K -2,072 -6%
PAM
517
Panagora Asset Management
Massachusetts
$1.81M -$13.7K -255 -0.7%
CIBC World Market
518
CIBC World Market
Ontario, Canada
$1.8M +$1.85M +34,520 New
HWA
519
HCR Wealth Advisors
California
$1.8M -$56K -1,045 -3%
PA
520
Profund Advisors
Maryland
$1.78M -$291K -5,431 -14%
GAM
521
Gemmer Asset Management
California
$1.78M -$18.2K -339 -1%
CC
522
Cadinha & Co
Hawaii
$1.76M -$15.2M -283,585 -89%
WC
523
Whitney & Co
New York
$1.74M +$1.53M +28,600 +603%
SAM
524
Symphony Asset Management
California
$1.74M -$964K -17,992 -35%
SPIA
525
Steward Partners Investment Advisory
New York
$1.74M +$175K +3,263 +11%