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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
576
HM Payson & Co
Maine
$753K – – –
PCM
577
Penserra Capital Management
California
$753K +$662K +18,528 +3,273%
FNBT
578
FineMark National Bank & Trust
Florida
$743K -$429 -12 -0.1%
PPCM
579
Pillar Pacific Capital Management
California
$730K +$113K +3,150 +21%
MYAM
580
Meiji Yasuda Asset Management
Japan
$727K +$60K +1,680 +10%
AP
581
Advisor Partners
California
$725K +$142K +3,968 +28%
CWA
582
Cypress Wealth Advisors
California
$717K -$9.65K -270 -1%
UCFA
583
United Capital Financial Advisors
Texas
$711K +$239K +6,677 +59%
UR
584
USCA RIA
Texas
$706K -$3.57K -100 -0.6%
ATC
585
Argent Trust Co
Tennessee
$703K -$24.4K -682 -4%
TCT
586
TIAA CREF Trust
Missouri
$701K -$170K -4,764 -21%
OIM
587
Orca Investment Management
Oregon
$701K -$14.5K -405 -2%
CCM
588
Chickasaw Capital Management
Tennessee
$700K +$7.15K +200 +1%
FAM
589
Fortaleza Asset Management
Illinois
$699K -$467K -13,075 -42%
PWM
590
Perigon Wealth Management
California
$699K +$218K +6,090 +59%
TFA
591
Toth Financial Advisory
Virginia
$681K +$617K +17,255 New
CCP
592
Corient Capital Partners
California
$674K -$25.1K -703 -4%
MFIMFI
593
Mesirow Financial Investment Management - Fixed Income
Illinois
$669K – – –
BBHC
594
Brown Brothers Harriman & Co
New York
$654K +$10.7K +300 +2%
CI
595
Cowen Inc
New York
$651K -$17.9K -500 -3%
TCM
596
Traynor Capital Management
Pennsylvania
$650K -$21.7K -608 -4%
AL
597
Agran Libbie
California
$640K +$17.9K +500 +3%
GD
598
Grandfield & Dodd
New York
$633K – – –
EP
599
Elkfork Partners
Oregon
$633K +$573K +16,038 New
LOAME
600
Lombard Odier Asset Management (Europe)
United Kingdom
$631K – – –
22 23
24
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