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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
ET
551
Entropy Technologies
New York
$5.13M -$1.94M -25,920 -27%
MWM
552
Marietta Wealth Management
Georgia
$5.12M +$97.3K +1,300 +2%
IP
553
Interval Partners
New York
$5.12M +$5.18M +69,226 New
PCTC
554
Perkins Coie Trust Company
Washington
$5.11M +$8.83K +118 +0.2%
SBCM
555
Schwerin Boyle Capital Management
Massachusetts
$5.11M -$120K -1,600 -2%
CM
556
Crestline Management
Texas
$5.04M +$5.1M +68,152 New
TCM
557
Teza Capital Management
Illinois
$5.02M +$2.67M +35,720 +111%
NB
558
Norinchukin Bank
Japan
$4.99M +$432K +5,770 +9%
VF
559
Virtu Financial
New York
$4.96M +$5.02M +67,075 New
ATIA
560
American Trust Investment Advisors
New Hampshire
$4.96M +$310K +4,140 +7%
GHAM
561
Gilman Hill Asset Management
Connecticut
$4.96M -$137K -1,834 -3%
LGF
562
LGT Group Foundation
Liechtenstein
$4.95M -$9.13K -122 -0.2%
CI
563
Conning Inc
Connecticut
$4.91M -$918K -12,273 -16%
SAMC
564
Spectrum Asset Management (California)
California
$4.86M +$34.7K +464 +0.7%
PP
565
Prudential plc
United Kingdom
$4.85M +$1.36M +18,223 +39%
CTA
566
Colonial Trust Advisors
South Carolina
$4.83M -$589K -7,873 -11%
GIA
567
GHP Investment Advisors
Colorado
$4.82M +$81K +1,082 +2%
N
568
Natixis
France
$4.81M -$11.2M -150,149 -70%
TW
569
Trajan Wealth
Arizona
$4.79M +$486K +6,497 +11%
LCC
570
Lincoln Capital Corp
Rhode Island
$4.76M +$8.46K +113 +0.2%
IRAG
571
Investment Research & Advisory Group
Georgia
$4.73M -$30.3K -405 -0.6%
LAI
572
Legal Advantage Investments
California
$4.73M -$37.4K -500 -0.8%
LNWWM
573
Laird Norton Wetherby Wealth Management
California
$4.69M -$1.79M -23,915 -27%
MGIA
574
Moneta Group Investment Advisors
Missouri
$4.68M -$1.08M -14,442 -19%
KeyBank National Association
575
KeyBank National Association
Ohio
$4.67M -$41.5K -554 -0.9%