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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
GIS
526
Guardian Investor Services
New York
$239K -$15.8K -558 -6%
CPA
527
Court Place Advisors
Maryland
$237K – – –
FIM
528
Fruth Investment Management
Texas
$235K – – –
RT
529
Reliance Trust
Georgia
$234K +$1.39K +49 +0.6%
BFA
530
Bragg Financial Advisors
North Carolina
$233K – – –
BUB
531
BBVA USA Bancshares
Texas
$233K +$12.3K +433 +6%
VanEck Associates
532
VanEck Associates
New York
$232K -$7.62K -269 -3%
BP
533
Banyan Partners
Florida
$232K +$368 +13 +0.2%
QAM
534
Quantres Asset Management
Cayman Islands
$232K +$224K +7,900 New
TWA
535
TCI Wealth Advisors
Arizona
$231K – – –
W
536
Wealthfront
California
$230K +$78.9K +2,787 +55%
RG
537
Rathbones Group
United Kingdom
$224K – – –
BAM
538
Boyar Asset Management
New York
$221K -$45.3K -1,600 -18%
AP
539
Advisor Partners
California
$218K +$210K +7,408 New
NPC
540
National Planning Corporation
California
$217K +$207K +7,323 New
PP
541
Prudential plc
United Kingdom
$216K +$208K +7,342 New
DTL
542
Dynamic Technology Lab
Singapore
$216K +$208K +7,345 New
SCM
543
Shelton Capital Management
Colorado
$214K +$206K +7,272 New
ACM
544
Azimuth Capital Management
Michigan
$212K +$204K +7,215 New
BCM
545
Bridgeway Capital Management
Texas
$209K +$201K +7,100 New
PI
546
Pettee Investors
Connecticut
$209K +$201K +7,108 New
DCLA
547
Douglas C. Lane & Associates
New York
$208K -$27.6K -975 -12%
BCM
548
BTC Capital Management
Iowa
$208K +$201K +7,100 New
WT
549
Whittier Trust
California
$207K – – –
DJSG
550
D.J. St. Germain
Massachusetts
$202K -$41K -1,450 -17%