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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
ZCA
576
Zeke Capital Advisors
Pennsylvania
$915K +$463K +11,159 +114%
RA
577
Royce & Associates
New York
$914K – – –
CA
578
CapWealth Advisors
Tennessee
$912K +$185K +4,450 +27%
CS
579
Comerica Securities
Michigan
$906K +$47.5K +1,143 +6%
BCAM
580
Boston Common Asset Management
Massachusetts
$899K -$29.1K -700 -3%
ACM
581
Avalon Capital Management
California
$894K +$848K +20,434 New
KIA
582
KCM Investment Advisors
California
$878K +$1.87K +45 +0.2%
EP
583
Elkfork Partners
Oregon
$872K -$40.2K -968 -5%
CC
584
Cornerstone Capital
California
$861K +$283K +6,806 +53%
BA
585
Bridgewater Associates
Connecticut
$854K +$811K +19,522 New
PTC
586
Private Trust Company
Ohio
$853K -$30.8K -741 -4%
Cambridge Investment Research Advisors
587
Cambridge Investment Research Advisors
Iowa
$846K +$216K +5,210 +37%
MJRIC
588
Mogy Joel R Investment Counsel
California
$837K – – –
GD
589
Grandfield & Dodd
New York
$833K -$24.9K -600 -3%
CC
590
Cipher Capital
New York
$828K -$621K -14,966 -44%
HPC
591
HM Payson & Co
Maine
$826K – – –
AC
592
Argentiere Capital
Switzerland
$822K – – –
NCM
593
Neumann Capital Management
California
$821K -$6.64K -160 -0.8%
BRWA
594
B. Riley Wealth Advisors
Florida
$818K +$34.8K +838 +5%
HI
595
HBK Investments
Texas
$815K +$774K +18,640 New
CWM
596
Confluence Wealth Management
Oregon
$814K +$13K +313 +2%
SPIA
597
Steward Partners Investment Advisory
New York
$805K -$11.5K -278 -1%
ZIC
598
ZWJ Investment Counsel
Georgia
$805K – – –
PI
599
PineBridge Investments
New York
$800K +$352K +8,479 +86%
FAAS
600
First Allied Advisory Services
California
$793K -$7.9M -190,362 -91%