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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
526
Rockefeller Capital Management
New York
$2.31M -$70.2K -1,550 -3%
ATC
527
Argent Trust Co
Tennessee
$2.28M -$35.8K -791 -2%
CIP
528
Chartwell Investment Partners
Pennsylvania
$2.27M -$453 -10 -0%
LS
529
Leelyn Smith
Illinois
$2.26M +$171K +3,769 +10%
SLI
530
Sumitomo Life Insurance
Japan
$2.25M -$247K -5,456 -11%
AW
531
ACG Wealth
Georgia
$2.18M +$1.58M +34,978 +564%
SWM
532
Salvus Wealth Management
New Jersey
$2.18M +$1.67M +36,930 New
KAH
533
Kathryn A. Hall
$2.18M -$1.87M -41,210 -50%
KIA
534
KCM Investment Advisors
California
$2.16M +$702K +15,497 +61%
KRSITF
535
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.15M +$462K +10,201 +34%
SWM
536
Sculati Wealth Management
Michigan
$2.15M +$11.9K +262 +0.7%
BPA
537
Beacon Pointe Advisors
California
$2.14M +$1.07M +23,593 +140%
KA
538
Kintegral Advisory
New York
$2.13M +$359K +7,931 +25%
AP
539
Appleton Partners
Massachusetts
$2.13M -$141K -3,105 -7%
FIM
540
Freedom Investment Management
Connecticut
$2.11M +$41.5K +916 +2%
PPSG
541
Princeton Portfolio Strategies Group
New Jersey
$2.1M -$30.8K -680 -2%
Squarepoint
542
Squarepoint
New York
$2.07M +$1.77M +39,088 New
TAM
543
Trillium Asset Management
Massachusetts
$2.07M
GIP
544
Granite Investment Partners
California
$2.06M -$63.4K -1,400 -3%
WG
545
Watchman Group
Texas
$2.04M +$1.74M +38,512 New
PG
546
Pendal Group
Australia
$2.03M -$896K -19,786 -34%
UR
547
USCA RIA
Texas
$2.03M +$945K +20,865 +120%
WCM
548
Wunderlich Capital Managemnt
Tennessee
$2.03M +$2.31K +51 +0.1%
LNWWM
549
Laird Norton Wetherby Wealth Management
California
$2.02M +$416K +9,178 +32%
WAM
550
World Asset Management
Michigan
$2M +$314K +6,946 +23%