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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CTC
501
Central Trust Company
Missouri
$1.7M -$552K -12,207 -23%
NIS
502
National Investment Services
Wisconsin
$1.68M +$1.82M +40,345 New
DY
503
Dowling & Yahnke
California
$1.67M +$25.6K +567 +2%
RIA
504
Regal Investment Advisors
Michigan
$1.67M +$1.82M +40,280 New
CS
505
Comerica Securities
Michigan
$1.66M +$93.4K +2,065 +5%
Wealthfront Advisers
506
Wealthfront Advisers
California
$1.66M +$1.81M +40,013 New
CCM
507
Coe Capital Management
Illinois
$1.66M +$5.75K +127 +0.3%
CA
508
Cornerstone Advisors
North Carolina
$1.65M
TAM
509
Trillium Asset Management
Massachusetts
$1.64M -$9.72K -215 -0.5%
MWM
510
Marietta Wealth Management
Georgia
$1.64M +$94.3K +2,085 +6%
LPIC
511
LeJeune Puetz Investment Counsel
Michigan
$1.63M +$233K +5,150 +15%
CTA
512
Chesley Taft & Associates
Illinois
$1.62M +$104K +2,300 +6%
PAG
513
Private Advisor Group
New Jersey
$1.59M +$212K +4,680 +14%
EIM
514
Essex Investment Management
Massachusetts
$1.59M -$4.07K -90 -0.2%
WOC
515
West Oak Capital
California
$1.59M -$8.37K -185 -0.5%
BCM
516
Brown Capital Management
Maryland
$1.57M -$183K -4,045 -10%
Fayez Sarofim & Co
517
Fayez Sarofim & Co
Texas
$1.56M
ATC
518
Argent Trust Co
Tennessee
$1.54M +$323K +7,132 +24%
PI
519
Pettee Investors
Connecticut
$1.54M -$63.3K -1,400 -4%
EP
520
Edgestream Partners
New Jersey
$1.53M -$2.24M -49,521 -57%
HBT
521
Hills Bank & Trust
Iowa
$1.52M +$56.3K +1,244 +4%
BCWM
522
Bartlett & Co Wealth Management
Ohio
$1.52M +$1.81K +40 +0.1%
BC
523
Bartlett & Co
Ohio
$1.52M +$1.81K +40 +0.1%
WAM
524
Wealthspire Advisors (Maryland)
Maryland
$1.5M -$78.5K -1,736 -5%
FG
525
Fiduciary Group
Georgia
$1.5M -$4.12K -91 -0.3%