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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
551
Stratos Wealth Partners
Ohio
$218K +$205K +7,216 New
PI
552
Pettee Investors
Connecticut
$215K – – –
PHK
553
Point72 Hong Kong
Hong Kong
$215K +$202K +7,127 New
BCM
554
Bridgeway Capital Management
Texas
$214K – – –
DCLA
555
Douglas C. Lane & Associates
New York
$214K +$511 +18 +0.3%
CAW
556
Cornerstone Advisors (Washington)
Washington
$214K +$194K +6,832 +2,823%
WT
557
Whittier Trust
California
$213K – – –
ZIC
558
ZWJ Investment Counsel
Georgia
$213K +$200K +7,052 New
Janney Montgomery Scott
559
Janney Montgomery Scott
Pennsylvania
$212K +$199K +7,016 New
ACM
560
Azimuth Capital Management
Michigan
$210K -$7.1K -250 -3%
MWAC
561
Mariner Wealth Advisors (Cincinnati)
Ohio
$205K +$193K +6,778 New
PAM
562
Palisade Asset Management
Minnesota
$202K +$190K +6,700 New
CB
563
Commerce Bank
Missouri
$201K +$189K +6,650 New
OC
564
Oppenheimer & Co
New York
$200K +$188K +6,620 New
GLI
565
Guardian Life Insurance
New York
$198K +$710 +25 +0.4%
W
566
Wealthfront
California
$196K -$38.6K -1,357 -17%
AAM
567
Advisors Asset Management
Colorado
$177K -$14.2K -500 -8%
PAG
568
Pinnacle Advisory Group
Maryland
$173K +$424K +14,931 New
MAM
569
Mizuho Asset Management
Japan
$169K +$44.5K +1,566 +39%
VIA
570
Vantage Investment Advisors
Pennsylvania
$161K -$11.4K -400 -7%
MCM
571
Manchester Capital Management
Vermont
$136K – – –
CFG
572
CKW Financial Group
Hawaii
$133K – – –
CFA
573
Carroll Financial Associates
North Carolina
$127K – – –
JWM
574
Jacobus Wealth Management
Wisconsin
$127K – – –
CAM
575
Cacti Asset Management
Georgia
$121K – – –