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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
LI
501
Lafayette Investments
Maryland
$7.63M -$57.3K -730 -0.7%
KBFS
502
Kohmann Bosshard Financial Services
Ohio
$7.57M -$373K -4,750 -5%
ATC
503
Argent Trust Co
Tennessee
$7.54M +$223K +2,840 +3%
ANTB
504
AMG National Trust Bank
Colorado
$7.5M +$1.29M +16,408 +21%
PAG
505
Private Advisory Group
Washington
$7.46M +$735K +9,366 +11%
SFA
506
Spectrum Financial Alliance
Kentucky
$7.45M -$565K -7,197 -7%
KIA
507
KCM Investment Advisors
California
$7.44M -$686K -8,738 -8%
AG
508
Ascent Group
Virginia
$7.43M +$166K +2,115 +2%
GWM
509
Geneos Wealth Management
Colorado
$7.36M -$384K -4,895 -5%
BHPW
510
Beverly Hills Private Wealth
California
$7.35M +$678K +8,633 +10%
1M
511
1248 Management
Missouri
$7.34M
ACP
512
Aviance Capital Partners
Florida
$7.26M +$145K +1,843 +2%
LSERS
513
Louisiana State Employees Retirement System
Louisiana
$7.17M +$879K +11,200 +14%
CICI
514
Capital Investment Counsel Inc
North Carolina
$7.12M +$75.8K +966 +1%
FIG
515
Fortress Investment Group
New York
$7.1M +$7.12M +90,693 New
ACG
516
Allen Capital Group
Nebraska
$7.09M +$1.06M +13,479 +17%
SAM
517
Securian Asset Management
Minnesota
$7.07M +$778K +9,915 +12%
DWT
518
Dorsey & Whitney Trust
South Dakota
$7.06M -$951K -12,112 -12%
OC
519
Oppenheimer & Co
New York
$7.03M -$134K -1,706 -2%
AS
520
Aware Super
Australia
$7.01M +$7.03M +89,530 New
BC
521
Burney Company
Virginia
$7M +$7.02M +89,401 New
WANY
522
Wealthspire Advisors (New York)
New York
$6.94M +$3.41M +43,394 +96%
RCM
523
Radnor Capital Management
Pennsylvania
$6.93M +$7.85K +100 +0.1%
Pacer Advisors
524
Pacer Advisors
Pennsylvania
$6.82M -$2.55M -32,496 -27%
AAIM
525
American Assets Investment Management
California
$6.78M