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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PP
676
Prudential plc
United Kingdom
$632K -$141K -3,006 -20%
NA
677
Nottingham Advisors
New York
$629K
SAM
678
Summit Asset Management
Tennessee
$628K
CSIC
679
Clifford Swan Investment Counsel
California
$628K +$574K +12,220 New
BP
680
Ballentine Partners
Massachusetts
$619K -$3.95K -84 -0.7%
UBG
681
United Bank (Georgia)
Georgia
$616K -$54.2K -1,153 -9%
MSS
682
Mitchell Sinkler & Starr
Pennsylvania
$614K
FHA
683
First Horizon Advisors
Tennessee
$602K +$88.8K +1,891 +19%
UB
684
UMB Bank
Missouri
$601K +$11.4K +243 +2%
CICI
685
Capital Investment Counsel Inc
North Carolina
$596K -$28.2K -600 -5%
RFS
686
Rockefeller Financial Services
New York
$595K -$148K -3,150 -21%
CFG
687
Citizens Financial Group
Rhode Island
$591K -$58.5K -1,245 -10%
EIP
688
Epoch Investment Partners
New York
$585K
LCM
689
Landscape Capital Management
New Jersey
$583K -$1.15M -24,569 -68%
B
690
Barings
North Carolina
$582K -$742K -15,800 -58%
JA
691
JOYN Advisors
Georgia
$578K +$529K +11,250 New
AIM
692
Aspen Investment Management
Michigan
$576K
CCA
693
Checchi Capital Advisers
California
$576K +$98.1K +2,089 +23%
Los Angeles Capital Management
694
Los Angeles Capital Management
California
$574K
KA
695
Klingman & Associates
New York
$562K +$514K +10,939 New
DC
696
Davenport & Co
Virginia
$539K -$22.3K -475 -4%
HFS
697
HL Financial Services
Kentucky
$538K -$3.87M -82,320 -89%
BDF
698
Balasa Dinverno & Foltz
$537K
IH
699
IFC Holdings
Florida
$530K +$38.6K +822 +9%
MWM
700
Mission Wealth Management
California
$519K -$2.4K -51 -0.5%