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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
WP
601
WealthPLAN Partners
Nebraska
$261K +$752K +23,769 New
FMBTD
602
First Midwest Bank Trust Division
Illinois
$259K +$21.8K +690 +10%
PAIA
603
Park Avenue Institutional Advisers
New York
$256K -$6.42K -203 -3%
NB
604
Nicolet Bankshares
Wisconsin
$251K +$311K +9,842 New
DIA
605
Davidson Investment Advisors
Montana
$250K +$9.49K +300 +4%
SWP
606
Stratos Wealth Partners
Ohio
$249K -$211K -6,659 -47%
EWM
607
Evermay Wealth Management
Virginia
$244K -$127K -4,000 -35%
WPW
608
Waldron Private Wealth
Pennsylvania
$242K -$2.97K -94 -1%
PP
609
Prudential plc
United Kingdom
$242K
PAM
610
Palisade Asset Management
Minnesota
$239K
WAS
611
WESPAC Advisors SoCal
California
$237K +$228K +7,205 New
BCM
612
Bridgeway Capital Management
Texas
$234K
PI
613
Pettee Investors
Connecticut
$234K
MFS
614
MSI Financial Services
Massachusetts
$234K +$64.9K +2,051 +41%
VFA
615
Voya Financial Advisors
Connecticut
$233K +$221K +6,997 New
FMLI
616
Fukoku Mutual Life Insurance
Japan
$232K
CPA
617
Court Place Advisors
Maryland
$228K +$219K +6,925 New
CG
618
Cutler Group
California
$226K +$218K +6,885 New
CA
619
Capital Advantage
California
$222K -$56.7K -1,793 -21%
GLA
620
Great Lakes Advisors
Illinois
$222K +$213K +6,733 New
MC
621
Menta Capital
California
$221K +$212K +6,700 New
SA
622
Strategic Advisors
New York
$219K +$210K +6,651 New
LBC
623
Lowe Brockenbrough & Co
Virginia
$219K +$211K +6,659 New
Fiera Capital (Canada)
624
Fiera Capital (Canada)
Quebec, Canada
$214K +$206K +6,500 New
ABC
625
Associated Banc-Corp
Wisconsin
$212K +$204K +6,447 New