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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
676
Clifford Swan Investment Counsel
California
$702K
DBRC
677
D.B. Root & Company
Pennsylvania
$701K -$15.3K -300 -2%
WA
678
Waverly Advisors
Alabama
$699K
RW
679
Rand Wealth
Maryland
$692K +$5.51K +108 +0.8%
ORI
680
Oak Ridge Investments
Illinois
$682K -$6.38K -125 -0.9%
BAM
681
Barrett Asset Management
New York
$674K -$2.55K -50 -0.4%
VFA
682
Valeo Financial Advisors
Indiana
$672K +$265K +5,191 +56%
FA
683
FDx Advisors
Illinois
$665K -$37.7K -738 -5%
ASC
684
Atalanta Sosnoff Capital
New York
$659K -$3.89M -76,131 -85%
GAM
685
Gotham Asset Management
New York
$651K -$912K -17,850 -57%
BOS
686
Bank of Stockton
California
$640K +$86.8K +1,700 +15%
OPCM
687
Osborne Partners Capital Management
California
$634K -$59.8K -1,171 -8%
AFG
688
Albion Financial Group
Utah
$630K
GBT
689
Grove Bank & Trust
Florida
$629K -$1.43K -28 -0.2%
AWM
690
Avitas Wealth Management
California
$627K +$54.2K +1,061 +9%
DIA
691
Davidson Investment Advisors
Montana
$623K +$35.7K +700 +6%
ACA
692
Atlas Capital Advisors
Wyoming
$617K -$87K -1,703 -12%
LCM
693
Logan Capital Management
Pennsylvania
$616K -$8.02K -157 -1%
Nuveen Fund Advisors
694
Nuveen Fund Advisors
Illinois
$615K -$389K -7,616 -38%
Rockefeller Capital Management
695
Rockefeller Capital Management
New York
$611K
SAM
696
Summit Asset Management
Tennessee
$603K
LOAME
697
Lombard Odier Asset Management (Europe)
United Kingdom
$602K
CCA
698
Checchi Capital Advisers
California
$601K +$14.7K +287 +2%
CBOA
699
Commonwealth Bank of Australia
Australia
$597K +$5.77K +113 +0.9%
BDS
700
Banco de Sabadell
Florida
$595K -$148K -2,900 -20%