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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CS
551
Comerica Securities
Michigan
$200K +$193K +6,816 New
GLI
552
Guardian Life Insurance
New York
$192K -$3K -106 -2%
AAM
553
Advisors Asset Management
Colorado
$187K -$5.66K -200 -3%
Northwestern Mutual Wealth Management
554
Northwestern Mutual Wealth Management
Wisconsin
$182K +$1.98K +70 +1%
VIA
555
Vantage Investment Advisors
Pennsylvania
$168K – – –
MCM
556
Manchester Capital Management
Vermont
$132K -$47.7K -1,685 -27%
SAMC
557
Shinko Asset Management Company
Japan
$132K -$11.3K -400 -8%
CFA
558
Carroll Financial Associates
North Carolina
$132K – – –
OCM
559
One Capital Management
California
$131K +$127K +4,470 New
CFG
560
CKW Financial Group
Hawaii
$129K -$8.49K -300 -6%
JWM
561
Jacobus Wealth Management
Wisconsin
$124K – – –
CAM
562
Cacti Asset Management
Georgia
$118K – – –
MAM
563
Mizuho Asset Management
Japan
$118K +$27.1K +957 +31%
BPBT
564
Boston Private Bank & Trust
Massachusetts
$116K +$32.6K +1,150 +41%
YL
565
YCG LLC
Texas
$114K +$63.4K +2,240 +137%
TF
566
Tompkins Financial
New York
$113K – – –
RFA
567
Reilly Financial Advisors
California
$108K +$3.31K +117 +3%
FBT
568
Founders Bank & Trust
Michigan
$106K – – –
Fuller & Thaler Asset Management
569
Fuller & Thaler Asset Management
California
$100K +$8.49K +300 +10%
WAM
570
Wolverine Asset Management
Illinois
$96K -$14.2K -500 -13%
CCS
571
Crosspoint Capital Strategies
California
$91K – – –
NIM
572
NuWave Investment Management
New Jersey
$89K -$97.3K -3,436 -53%
JIC
573
Joel Isaacson & Co
New York
$88K – – –
PAI
574
Pittenger & Anderson Inc
Nebraska
$82K – – –
PR
575
Payden & Rygel
California
$77K – – –