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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
501
Perigon Wealth Management
California
$5.08M +$228K +3,778 +4%
PE
502
Point72 Europe
United Kingdom
$5.07M +$5.58M +92,400 New
GLA
503
Great Lakes Advisors
Illinois
$5.06M +$31.4K +520 +0.6%
LSERS
504
Louisiana State Employees Retirement System
Louisiana
$5.06M +$12.1K +200 +0.2%
PA
505
Pinnacle Associates
New York
$4.99M -$114K -1,884 -2%
BBP
506
Banco BTG Pactual
Brazil
$4.96M +$5.46M +90,367 New
QCM
507
QRG Capital Management
Illinois
$4.93M +$5.43M +89,809 New
MMA
508
Miracle Mile Advisors
California
$4.91M +$42.9K +710 +0.8%
WCA
509
Westover Capital Advisors
Delaware
$4.87M -$113K -1,865 -2%
AIM
510
Achmea Investment Management
Netherlands
$4.86M +$2.1M +34,749 +65%
FWTB
511
First Western Trust Bank
Colorado
$4.84M -$313K -5,180 -6%
DILIC
512
Dai-ichi Life Insurance Company
Japan
$4.8M +$2.32M +38,383 +78%
AAIM
513
American Assets Investment Management
California
$4.76M – – –
RC
514
Roundview Capital
New Jersey
$4.71M -$110K -1,813 -2%
PAG
515
Private Advisory Group
Washington
$4.67M -$154K -2,556 -3%
RAM
516
Riggs Asset Management
Pennsylvania
$4.66M -$195K -3,224 -4%
ANTB
517
AMG National Trust Bank
Colorado
$4.61M -$155K -2,563 -3%
MCM
518
Mengis Capital Management
Oregon
$4.58M -$3.81K -63 -0.1%
ATC
519
Argent Trust Co
Tennessee
$4.49M +$144K +2,378 +3%
ACP
520
Aviance Capital Partners
Florida
$4.42M -$178K -2,951 -4%
SBCM
521
Schwerin Boyle Capital Management
Massachusetts
$4.41M -$2.29M -37,850 -32%
LCC
522
Lincoln Capital Corp
Rhode Island
$4.4M -$920K -15,220 -16%
IUHSA
523
Itau Unibanco Holding S.A.
Brazil
$4.39M +$4.83M +80,000 New
N
524
Natixis
France
$4.37M -$7.66M -126,804 -61%
BCV
525
Banque Cantonale Vaudoise
Switzerland
$4.37M -$107K -1,771 -2%
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