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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
DC
326
Davenport & Co
Virginia
$12.5M -$15.3M -252,950 -53%
FDCDDQ
327
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.4M +$466K +7,709 +4%
TBA
328
Tower Bridge Advisors
Pennsylvania
$12.3M -$90.3K -1,494 -0.7%
CAN
329
Cetera Advisor Networks
California
$11.9M +$68.3K +1,130 +0.5%
DIA
330
Davidson Investment Advisors
Montana
$11.8M +$49.6K +821 +0.4%
CIC
331
Cutler Investment Counsel
Oregon
$11.6M +$11.8K +196 +0.1%
Nomura Holdings
332
Nomura Holdings
Japan
$11.5M +$9.26M +153,217 +273%
LIM
333
Lathrop Investment Management
Arkansas
$11.5M -$374K -6,188 -3%
MOACM
334
Mutual of America Capital Management
New York
$11.4M -$344K -5,689 -3%
YCM
335
Yousif Capital Management
Michigan
$11.4M -$399K -6,595 -3%
AWM
336
AE Wealth Management
Kansas
$11.4M +$1.42M +23,531 +13%
Twin Tree Management
337
Twin Tree Management
Texas
$11.3M +$12.4M +205,164 New
GPC
338
Greenstone Partners & Co
California
$11.2M +$2.1M +34,700 +21%
MDSL
339
M.D. Sass LLC
New York
$11.1M -$11.5M -190,008 -48%
SFA
340
Sequoia Financial Advisors
Ohio
$11M +$1.27M +21,000 +12%
CIM
341
Courant Investment Management
Tennessee
$10.9M
Empower Advisory Group
342
Empower Advisory Group
Colorado
$10.9M -$345K -5,710 -3%
LOPW
343
Live Oak Private Wealth
North Carolina
$10.9M +$178K +2,948 +2%
Kayne Anderson Rudnick Investment Management
344
Kayne Anderson Rudnick Investment Management
California
$10.8M -$878K -14,532 -7%
TC
345
TownSquare Capital
Utah
$10.8M +$824K +13,636 +7%
1C
346
1623 Capital
Virginia
$10.8M +$42.3K +700 +0.4%
MWM
347
Modera Wealth Management
New Jersey
$10.5M +$945K +15,628 +9%
GF
348
Goodman Financial
Texas
$10.4M +$210K +3,472 +2%
SLAM
349
Swiss Life Asset Management
$10.4M -$318K -5,266 -3%
PCM
350
Poehling Capital Management
Wisconsin
$10.4M +$199K +3,291 +2%