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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
876
Ballentine Partners
Massachusetts
$2.44M -$7.75K -85 -0.3%
CT
877
Coastline Trust
Rhode Island
$2.44M -$7.02K -77 -0.3%
IGAM
878
iA Global Asset Management
Quebec, Canada
$2.44M -$7.59M -83,277 -76%
ASN
879
Advisory Services Network
Georgia
$2.41M -$141K -1,541 -6%
IAS
880
Insigneo Advisory Services
Florida
$2.4M +$665K +7,289 +39%
LFM
881
LGT Fund Management
Liechtenstein
$2.39M -$277K -3,037 -10%
CCM
882
Cannon Capital Management
Utah
$2.39M +$110K +1,203 +5%
WIM
883
WealthPlan Investment Management
Nebraska
$2.39M -$270K -2,962 -10%
AIM
884
Aspen Investment Management
Michigan
$2.38M +$47.4K +520 +2%
PA
885
Pinnacle Associates
New York
$2.38M +$149K +1,636 +7%
TCOV
886
Trust Company of Vermont
Vermont
$2.37M +$2.35M +25,718 New
SB
887
Simmons Bank
Arkansas
$2.37M -$197K -2,165 -8%
AGWCA
888
Annis Gardner Whiting Capital Advisors
Florida
$2.36M +$12.2K +134 +0.5%
WCA
889
Westover Capital Advisors
Delaware
$2.36M -$26.2K -287 -1%
VWM
890
VCI Wealth Management
Missouri
$2.35M +$2.33M +25,509 New
AA
891
Ancora Advisors
Ohio
$2.35M -$33.9K -372 -1%
DAS
892
Dynamic Advisor Solutions
Arizona
$2.34M +$272K +2,982 +13%
PVI
893
Pine Valley Investments
New Jersey
$2.34M +$295K +3,236 +15%
TP
894
TritonPoint Partners
Maryland
$2.33M +$230K +2,527 +11%
LAM
895
LOM Asset Management
$2.32M +$138K +1,510 +6%
A
896
AustralianSuper
Australia
$2.31M -$91.1M -998,569 -98%
ABC
897
Anchor Bay Capital
California
$2.31M +$1.95M +21,366 New
MUAMU
898
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.31M – – –
3IP
899
3Chopt Investment Partners
Virginia
$2.3M -$26.6K -292 -1%
SIC
900
Salem Investment Counselors
North Carolina
$2.3M -$45.6K -500 -2%
34 35
36
37 38