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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
WB
551
Webster Bank
Connecticut
$3.78M -$127K -1,567 -3%
BPA
552
Beacon Pointe Advisors
California
$3.75M +$1.85M +22,831 +105%
EWM
553
Empirical Wealth Management
Washington
$3.73M +$337K +4,168 +10%
T
554
TOBAM
France
$3.7M -$4.32M -53,399 -55%
AAM
555
Advisors Asset Management
Colorado
$3.7M +$374K +4,623 +12%
BRWA
556
B. Riley Wealth Advisors
Florida
$3.68M -$7.77K -96 -0.2%
Cetera Investment Advisers
557
Cetera Investment Advisers
Illinois
$3.66M +$136K +1,682 +4%
KIA
558
KCM Investment Advisors
California
$3.62M -$48.5K -600 -1%
BC
559
Burleson & Co
California
$3.62M +$3.48M +43,000 New
Squarepoint
560
Squarepoint
New York
$3.59M -$40M -494,600 -92%
SCM
561
SOL Capital Management
Maryland
$3.57M -$35.8K -443 -1%
Vanguard Personalized Indexing Management
562
Vanguard Personalized Indexing Management
California
$3.56M +$1.53M +18,917 +81%
BIM
563
Bridgecreek Investment Management
Oklahoma
$3.56M +$599K +7,400 +21%
SICM
564
Sustainable Insight Capital Management
New York
$3.55M +$3.42M +42,234 New
SLG
565
Stanley-Laman Group
Pennsylvania
$3.54M +$404K +4,997 +13%
USCWA
566
U.S. Capital Wealth Advisors
Texas
$3.52M +$22.6K +280 +0.7%
HPCM
567
Hunter Perkins Capital Management
Illinois
$3.47M – – –
CICI
568
Capital Investment Counsel Inc
North Carolina
$3.44M -$164K -2,023 -5%
RC
569
Roundview Capital
New Jersey
$3.43M +$4.69K +58 +0.1%
KA
570
Kintegral Advisory
New York
$3.38M – – –
AA
571
Ancora Advisors
Ohio
$3.37M -$162K -2,006 -5%
MCM
572
Maltese Capital Management
New York
$3.37M +$1.21M +15,000 +60%
GIP
573
Granite Investment Partners
California
$3.36M -$17K -210 -0.5%
PHIC
574
Pine Haven Investment Counsel
Massachusetts
$3.35M +$3.22M +39,846 New
SWM
575
Sculati Wealth Management
Michigan
$3.34M +$28K +346 +0.9%