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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
651
Jones Financial Companies
Missouri
$5.11M +$1.18M +12,409 +30%
CI
652
Conning Inc
Connecticut
$5.08M +$135K +1,421 +3%
PCIG
653
Partners Capital Investment Group
Massachusetts
$5.07M
SAMC
654
Spectrum Asset Management (California)
California
$5.06M -$171K -1,801 -3%
CAL
655
Capital Analysts LLC
Pennsylvania
$5.05M -$34.4K -362 -0.7%
DCM
656
Delta Capital Management
New Jersey
$5.04M -$9.97K -105 -0.2%
LNWWM
657
Laird Norton Wetherby Wealth Management
California
$5.02M -$507K -5,339 -9%
GF
658
Gabelli Funds
New York
$4.99M -$398K -4,190 -7%
CT
659
Colonial Trust
South Carolina
$4.98M -$5.6K -59 -0.1%
CG
660
Caprock Group
Idaho
$4.98M +$4.93M +51,937 New
MK
661
MASTERINVEST Kapitalanlage
$4.97M +$909K +9,576 +23%
IWA
662
IBEX Wealth Advisors
New Jersey
$4.95M +$289K +3,040 +6%
AF
663
Allworth Financial
California
$4.94M +$889K +9,361 +22%
PAS
664
Park Avenue Securities
New York
$4.94M +$1.16M +12,218 +31%
GT
665
Greenleaf Trust
Michigan
$4.92M -$161K -1,696 -3%
EF
666
Empirical Finance
Pennsylvania
$4.89M +$55.1K +580 +1%
RCM
667
RNC Capital Management
California
$4.88M +$46.3K +488 +1%
KPPF
668
Klein Pavlis & Peasley Financial
California
$4.87M +$184K +1,941 +4%
CAS
669
Coppell Advisory Solutions
Texas
$4.87M +$965K +10,164 +25%
KeyBank National Association
670
KeyBank National Association
Ohio
$4.85M +$68K +716 +1%
AG
671
Algert Global
California
$4.84M -$563K -5,929 -10%
TPA
672
Trivium Point Advisory
Connecticut
$4.77M +$559K +5,894 +13%
ATIA
673
American Trust Investment Advisors
New Hampshire
$4.77M -$131K -1,376 -3%
DWP
674
Daymark Wealth Partners
Ohio
$4.72M -$53.9K -568 -1%
YIH
675
Y-Intercept (HK)
Hong Kong
$4.72M -$3.79M -39,926 -45%