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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AWCI
626
Alpine Woods Capital Investors
New York
$228K +$256K +9,000 New
CAM
627
Congress Asset Management
Massachusetts
$227K -$145K -5,112 -36%
MAM
628
Marquette Asset Management
Minnesota
$224K
CCA
629
Checchi Capital Advisers
California
$224K +$4.15K +146 +2%
CB
630
Chemical Bank
Michigan
$224K +$251K +8,840 New
TI
631
Turner Investments
Pennsylvania
$223K -$367K -12,900 -59%
MCM
632
MAI Capital Management
Ohio
$222K -$339K -11,928 -58%
HCMT
633
Highland Capital Management (Tennessee)
Tennessee
$222K
ASN
634
Advisory Services Network
Georgia
$219K +$141K +4,965 +135%
CA
635
Cetera Advisors
Colorado
$217K -$2.39K -84 -1%
JFGIW
636
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$216K +$205K +7,197 +541%
EA
637
Euclid Advisors
Connecticut
$216K +$242K +8,520 New
WB
638
WesBanco Bank
West Virginia
$212K -$43.9K -1,544 -16%
Luther King Capital Management (LKCM)
639
Luther King Capital Management (LKCM)
Texas
$204K
BFA
640
Bragg Financial Advisors
North Carolina
$203K -$6.42K -226 -3%
WP
641
WealthPLAN Partners
Nebraska
$203K +$457K +16,095 New
BP
642
Ballentine Partners
Massachusetts
$201K +$2.79K +98 +1%
PAIA
643
Park Avenue Institutional Advisers
New York
$192K +$853 +30 +0.4%
BL
644
Balentine LLC
Georgia
$185K +$12.4K +436 +6%
NIPH
645
NN Investment Partners Holdings
Netherlands
$184K
WAS
646
WESPAC Advisors SoCal
California
$182K
Toronto Dominion Bank
647
Toronto Dominion Bank
Ontario, Canada
$182K -$73.9K -2,601 -27%
WAM
648
Wealthspire Advisors (Maryland)
Maryland
$178K -$3.35K -118 -2%
FMLI
649
Fukoku Mutual Life Insurance
Japan
$178K
RCM
650
Riverhead Capital Management
Delaware
$164K -$4.58M -160,990 -98%