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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
W
576
Wealthfront
California
$241K +$28.7K +907 +14%
PP
577
Prudential plc
United Kingdom
$240K – – –
CAW
578
Cornerstone Advisors (Washington)
Washington
$239K – – –
PAM
579
Palisade Asset Management
Minnesota
$237K – – –
SCM
580
Shelton Capital Management
Colorado
$237K – – –
CCA
581
Checchi Capital Advisers
California
$234K -$20.1K -635 -8%
PI
582
Pettee Investors
Connecticut
$232K – – –
Parallax Volatility Advisers
583
Parallax Volatility Advisers
California
$231K +$95.6K +3,026 +75%
DCLA
584
Douglas C. Lane & Associates
New York
$230K -$12.6K -400 -5%
AAM
585
Aureus Asset Management
Massachusetts
$225K – – –
Fisher Asset Management
586
Fisher Asset Management
Washington
$219K +$212K +6,706 New
WP
587
WMS Partners
Maryland
$213K +$206K +6,533 New
SCA
588
Samson Capital Advisors
New York
$212K +$205K +6,500 New
PAM
589
PT Asset Management
Illinois
$211K – – –
BOH
590
Bank of Hawaii
Hawaii
$209K -$16.7K -530 -8%
CB
591
Commerce Bank
Missouri
$207K +$201K +6,361 New
CAG
592
Crestwood Advisors Group
Massachusetts
$206K -$31.6K -1,000 -14%
HSA
593
HBK Sorce Advisory
Pennsylvania
$203K +$197K +6,232 New
RMDI
594
R.M. Davis Inc
Maine
$202K -$56.9K -1,802 -23%
VST
595
Van Strum & Towne
California
$202K +$196K +6,200 New
CCS
596
Crosspoint Capital Strategies
California
$196K +$94.8K +3,000 +100%
AAM
597
Advisors Asset Management
Colorado
$194K -$3.16K -100 -2%
VIA
598
Vantage Investment Advisors
Pennsylvania
$174K -$261K -8,270 -61%
AGM
599
Alpine Global Management
New York
$171K -$137K -4,326 -45%
CFA
600
Carroll Financial Associates
North Carolina
$171K +$20.2K +638 +14%