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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
826
Chesley Taft & Associates
Illinois
$1.5M -$27.9K -425 -2%
DIS
827
Diversified Investment Strategies
Louisiana
$1.5M -$39.4K -600 -3%
RWA
828
Roberts Wealth Advisors
California
$1.5M +$59.4K +905 +4%
MFG
829
MidWestOne Financial Group
Iowa
$1.48M -$129K -1,968 -8%
CC
830
Copperleaf Capital
North Carolina
$1.48M +$26.5K +403 +2%
RP
831
Riverwater Partners
Wisconsin
$1.48M +$331K +5,033 +27%
EF
832
Empowered Funds
Pennsylvania
$1.48M +$88.2K +1,343 +6%
VWM
833
VCI Wealth Management
Missouri
$1.48M +$1.5M +22,841 New
SAM
834
Secure Asset Management
Michigan
$1.48M +$251K +3,817 +20%
EWA
835
EverSource Wealth Advisors
Alabama
$1.47M +$154K +2,351 +12%
CIM
836
Chapman Investment Management
California
$1.45M -$1.45M -22,118 -50%
BTI
837
Blue Trust Inc
Georgia
$1.44M +$382K +5,813 +42%
ACI
838
Alpha Cubed Investments
California
$1.43M -$17.3K -263 -1%
ESB
839
Essex Savings Bank
Connecticut
$1.42M -$93.5K -1,424 -6%
PAM
840
Panagora Asset Management
Massachusetts
$1.42M -$460 -7 -0%
IA
841
IFP Advisors
Florida
$1.42M +$45.7K +695 +3%
OTL
842
Oak Thistle LLC
New York
$1.42M +$1.18M +17,964 +461%
LBA
843
Letko, Brosseau & Associates
Quebec, Canada
$1.42M
BP
844
Ballentine Partners
Massachusetts
$1.42M +$11.4K +173 +0.8%
RCM
845
RMR Capital Management
California
$1.41M -$217K -3,300 -13%
FCBT
846
First Citizens Bank & Trust
North Carolina
$1.41M +$41K +624 +3%
TIAA Trust, National Association
847
TIAA Trust, National Association
North Carolina
$1.41M -$78.6K -1,196 -5%
SC
848
Savant Capital
Illinois
$1.4M +$355K +5,403 +33%
RCM
849
Riverpark Capital Management
New York
$1.39M -$345K -5,259 -20%
NHC
850
Nicholas Hoffman & Company
Georgia
$1.38M +$82.5K +1,256 +6%