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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
651
Advisor Partners
California
$1.72M +$78.1K +1,103 +5%
WTC
652
WhitTier Trust Company
Nevada
$1.72M +$123K +1,744 +8%
FIM
653
Freedom Investment Management
Connecticut
$1.7M -$661K -9,342 -29%
PAM
654
Palisade Asset Management
Minnesota
$1.69M -$24.1K -340 -1%
LS
655
Livforsakringsbolaget Skandia
Sweden
$1.67M +$35.4K +500 +2%
AF
656
Allworth Financial
California
$1.62M +$135K +1,906 +9%
QI
657
QS Investors
New York
$1.62M -$10.1K -143 -0.6%
DA
658
DCM Advisors
New York
$1.61M +$153K +2,155 +11%
NFG
659
Next Financial Group
Texas
$1.61M -$28.4K -401 -2%
HA
660
Harfst & Associates
Wyoming
$1.6M -$260K -3,667 -14%
RWA
661
Ropes Wealth Advisors
Massachusetts
$1.6M +$55.6K +785 +4%
PA
662
Profund Advisors
Maryland
$1.6M -$64.6K -913 -4%
HAG
663
HighPoint Advisor Group
Illinois
$1.59M +$280K +3,955 +22%
LBA
664
Letko, Brosseau & Associates
Quebec, Canada
$1.59M – – –
GJIC
665
Gamble Jones Investment Counsel
California
$1.59M +$71 +1 +0%
ECM
666
ExodusPoint Capital Management
New York
$1.58M -$829K -11,721 -35%
LCM
667
Leisure Capital Management
California
$1.55M -$58.4K -825 -4%
PCM
668
Prelude Capital Management
New York
$1.54M +$1.5M +21,215 New
SWM
669
Spire Wealth Management
Virginia
$1.54M -$1.71M -24,109 -53%
CCP
670
Corient Capital Partners
California
$1.53M +$167K +2,365 +13%
CTC
671
Central Trust Company
Missouri
$1.53M -$449K -6,339 -23%
ANRIA
672
American National Registered Investment Advisor
Texas
$1.52M -$11.4K -161 -0.8%
BSW
673
Buckingham Strategic Wealth
Missouri
$1.51M +$3.4K +48 +0.2%
HPC
674
HM Payson & Co
Maine
$1.5M – – –
BPM
675
Bowling Portfolio Management
Ohio
$1.5M -$4.39K -62 -0.3%
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