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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
DCLA
551
Douglas C. Lane & Associates
New York
$214K +$511 +18 +0.3%
CAW
552
Cornerstone Advisors (Washington)
Washington
$214K +$194K +6,832 +2,823%
WT
553
Whittier Trust
California
$213K
ZIC
554
ZWJ Investment Counsel
Georgia
$213K +$200K +7,052 New
Janney Montgomery Scott
555
Janney Montgomery Scott
Pennsylvania
$212K +$199K +7,016 New
ACM
556
Azimuth Capital Management
Michigan
$210K -$7.1K -250 -3%
MWAC
557
Mariner Wealth Advisors (Cincinnati)
Ohio
$205K +$193K +6,778 New
PAM
558
Palisade Asset Management
Minnesota
$202K +$190K +6,700 New
CB
559
Commerce Bank
Missouri
$201K +$189K +6,650 New
OC
560
Oppenheimer & Co
New York
$200K +$188K +6,620 New
GLI
561
Guardian Life Insurance
New York
$198K +$710 +25 +0.4%
W
562
Wealthfront
California
$196K -$38.6K -1,357 -17%
AAM
563
Advisors Asset Management
Colorado
$177K -$14.2K -500 -8%
PAG
564
Pinnacle Advisory Group
Maryland
$173K +$424K +14,931 New
MAM
565
Mizuho Asset Management
Japan
$169K +$44.5K +1,566 +39%
VIA
566
Vantage Investment Advisors
Pennsylvania
$161K -$11.4K -400 -7%
MCM
567
Manchester Capital Management
Vermont
$136K
CFG
568
CKW Financial Group
Hawaii
$133K
CFA
569
Carroll Financial Associates
North Carolina
$127K
JWM
570
Jacobus Wealth Management
Wisconsin
$127K
CAM
571
Cacti Asset Management
Georgia
$121K
SAMC
572
Shinko Asset Management Company
Japan
$117K -$17K -600 -13%
FBT
573
Founders Bank & Trust
Michigan
$117K +$7.44K +262 +7%
Simplex Trading
574
Simplex Trading
Illinois
$113K +$107K +3,757 New
BPBT
575
Boston Private Bank & Trust
Massachusetts
$112K -$6.56K -231 -6%