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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
DBG
551
De Burlo Group
Massachusetts
$1.48M +$1.61M +29,000 New
UB
552
UMB Bank
Missouri
$1.47M +$994K +17,947 +165%
PA
553
Profund Advisors
Maryland
$1.47M -$299K -5,393 -16%
SSWM
554
Sheets Smith Wealth Management
North Carolina
$1.47M +$9.69K +175 +0.6%
CC
555
Cipher Capital
New York
$1.47M +$1.59M +28,693 New
EP
556
Edgestream Partners
New Jersey
$1.46M -$1.12M -20,201 -41%
AP
557
Advisor Partners
California
$1.46M +$86K +1,553 +6%
ATC
558
Argent Trust Co
Tennessee
$1.46M +$649K +11,718 +70%
CA
559
CapWealth Advisors
Tennessee
$1.43M +$64.3K +1,161 +4%
ANRIA
560
American National Registered Investment Advisor
Texas
$1.42M -$4.43K -80 -0.3%
CI
561
Conning Inc
Connecticut
$1.4M -$47.6K -860 -3%
SFFS
562
Stonehage Fleming Financial Services
Jersey
$1.4M +$111K +2,000 +8%
BA
563
BKS Advisors
Michigan
$1.39M
TH
564
TCTC Holdings
Texas
$1.39M -$503K -9,075 -25%
H
565
HoyleCohen
California
$1.38M +$51.2K +925 +4%
MCIM
566
Meadow Creek Investment Management
Georgia
$1.37M +$136K +2,464 +10%
PRS
567
Pinkerton Retirement Specialists
Idaho
$1.37M +$56.8K +1,025 +4%
GCA
568
Gideon Capital Advisors
New York
$1.35M +$1.46M +26,364 New
Cerity Partners
569
Cerity Partners
New York
$1.33M -$96.6K -1,744 -6%
KeyBank National Association
570
KeyBank National Association
Ohio
$1.33M +$151K +2,733 +12%
ECM
571
Everence Capital Management
Indiana
$1.32M
DTL
572
Dynamic Technology Lab
Singapore
$1.31M -$580K -10,467 -29%
JIC
573
Johnson Investment Counsel
Ohio
$1.31M -$68.3K -1,233 -5%
IRF
574
IBM Retirement Fund
New York
$1.3M -$170K -3,061 -11%
BCM
575
Bayesian Capital Management
New York
$1.3M +$1.06M +19,200 +305%