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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
GIP
651
Greatmark Investment Partners
Georgia
$221K +$205K +7,000 New
CPA
652
Court Place Advisors
Maryland
$219K +$203K +6,925 New
VFA
653
Voya Financial Advisors
Connecticut
$216K -$143K -4,887 -41%
NIA
654
Northstar Investment Advisors
Colorado
$215K +$196K +6,700 New
ABC
655
Associated Banc-Corp
Wisconsin
$215K +$199K +6,798 New
MFS
656
MSI Financial Services
Massachusetts
$214K +$21.3K +725 +12%
PP
657
Prudential plc
United Kingdom
$214K +$199K +6,775 New
CAM
658
Congress Asset Management
Massachusetts
$207K -$70.4K -2,400 -27%
EWM
659
Evermay Wealth Management
Virginia
$205K +$191K +6,500 New
Fiera Capital (Canada)
660
Fiera Capital (Canada)
Quebec, Canada
$205K +$191K +6,500 New
MCC
661
Malaga Cove Capital
California
$205K +$192K +6,549 New
DWA
662
Douglass Winthrop Advisors
New York
$201K +$187K +6,363 New
GVT
663
Genesee Valley Trust
New York
$201K +$187K +6,370 New
FIM
664
Fruth Investment Management
Texas
$200K +$186K +6,350 New
HNB
665
Huntington National Bank
Ohio
$198K -$6.1K -208 -3%
Schroder Investment Management Group
666
Schroder Investment Management Group
United Kingdom
$189K +$175K +5,977 New
Acadian Asset Management
667
Acadian Asset Management
Massachusetts
$187K +$87.4K +2,982 +102%
PFS
668
Physicians Financial Services
North Carolina
$183K
CFG
669
CKW Financial Group
Hawaii
$167K +$8.8K +300 +6%
SRP
670
Saddle Road Partners
Nebraska
$160K
GXMC
671
Global X Management Company
New York
$159K +$86.7K +2,957 +141%
IIC
672
Integrated Investment Consultants
Michigan
$152K -$3.37K -115 -2%
CFA
673
Carroll Financial Associates
North Carolina
$145K
GLI
674
Guardian Life Insurance
New York
$142K
CAW
675
Cornerstone Advisors (Washington)
Washington
$141K +$36.2K +1,235 +38%