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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CI
551
Cigna Investments
Connecticut
$1.44M -$45.8K -1,050 -3%
IC
552
Inverness Counsel
New York
$1.44M -$136K -3,120 -8%
KeyBank National Association
553
KeyBank National Association
Ohio
$1.44M +$630K +14,445 +68%
BF
554
BOK Financial
Oklahoma
$1.43M +$568K +13,034 +58%
FMT
555
First Mercantile Trust
Tennessee
$1.43M +$41.9K +961 +3%
BC
556
Bartlett & Co
Ohio
$1.41M -$54.5K -1,250 -3%
BCWM
557
Bartlett & Co Wealth Management
Ohio
$1.41M -$54.5K -1,250 -3%
VF
558
Virtu Financial
New York
$1.41M +$686K +15,729 +81%
MCM
559
Mengis Capital Management
Oregon
$1.41M +$739K +16,950 +93%
YAM
560
Yacktman Asset Management
Texas
$1.4M +$1.51M +34,700 New
AMI
561
Amica Mutual Insurance
Rhode Island
$1.38M +$1.5M +34,391 New
PI
562
Pettee Investors
Connecticut
$1.38M -$137K -3,150 -8%
DWM
563
Destination Wealth Management
California
$1.38M -$22.8K -522 -1%
PRS
564
Pinkerton Retirement Specialists
Idaho
$1.37M +$102K +2,350 +7%
FG
565
Fiduciary Group
Georgia
$1.34M -$70.7K -1,623 -5%
LHC
566
Little House Capital
Massachusetts
$1.34M +$11.8K +271 +0.9%
CCM
567
Coe Capital Management
Illinois
$1.33M -$53.8K -1,235 -4%
BRWA
568
B. Riley Wealth Advisors
Florida
$1.31M +$307K +7,039 +28%
TAM
569
Tyers Asset Management
Texas
$1.31M +$447K +10,256 +46%
BCA
570
Bray Capital Advisors
Florida
$1.31M +$42.9K +984 +3%
GAM
571
Gemmer Asset Management
California
$1.29M -$67.6K -1,550 -5%
BCM
572
Birmingham Capital Management
Alabama
$1.29M
FA
573
FDx Advisors
Illinois
$1.28M +$445K +10,209 +47%
LNWWM
574
Laird Norton Wetherby Wealth Management
California
$1.28M +$8.93K +205 +0.6%
SAM
575
Silvercrest Asset Management
New York
$1.28M +$1.15M +26,350 +479%