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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
351
Beacon Pointe Advisors
California
$14.3M +$65.1K +870 +0.5%
YCM
352
Yousif Capital Management
Michigan
$14.2M -$489K -6,537 -3%
NAM
353
Nissay Asset Management
Japan
$14.2M +$783K +10,465 +6%
Balyasny Asset Management
354
Balyasny Asset Management
Illinois
$14.2M +$11.8M +157,846 +461%
Cambridge Investment Research Advisors
355
Cambridge Investment Research Advisors
Iowa
$14.2M -$1.44M -19,249 -9%
Focus Partners Wealth
356
Focus Partners Wealth
Massachusetts
$14.1M +$464K +6,203 +3%
UAS
357
United Asset Strategies
New York
$13.9M +$187K +2,497 +1%
IMPI
358
Ilmarinen Mutual Pension Insurance
Finland
$13.8M +$6.06M +81,000 +76%
Verition Fund Management
359
Verition Fund Management
Connecticut
$13.8M +$3.35M +44,718 +32%
TAM
360
Tocqueville Asset Management
New York
$13.5M -$17.4M -231,904 -56%
BCM
361
Blume Capital Management
California
$13.4M -$135K -1,800 -1%
AMBIA
362
Allen Mooney & Barnes Investment Advisors
Georgia
$13.3M +$197K +2,628 +1%
MOACM
363
Mutual of America Capital Management
New York
$13.3M -$365K -4,872 -3%
PCM
364
Poehling Capital Management
Wisconsin
$13.2M -$34.7K -464 -0.3%
EIA
365
Edgemoor Investment Advisors
Maryland
$13.1M +$130K +1,733 +1%
GWM
366
Greenwich Wealth Management
Connecticut
$13M +$6.73M +89,913 +104%
EWM
367
Evercore Wealth Management
New York
$13M +$1.27K +17 +0%
QT
368
Quantbot Technologies
New York
$13M +$3M +40,088 +30%
TH
369
TCTC Holdings
Texas
$13M -$30.8K -411 -0.2%
HWM
370
HFR Wealth Management
New York
$12.9M -$166K -2,225 -1%
G
371
GenTrust
Florida
$12.9M +$7.41K +99 +0.1%
Empower Advisory Group
372
Empower Advisory Group
Colorado
$12.7M -$151K -2,021 -1%
SOADOR
373
State of Alaska Department of Revenue
Alaska
$12.6M -$238K -3,180 -2%
BMSSC
374
B. Metzler seel. Sohn & Co
Germany
$12.6M -$3.79M -50,602 -23%
JC
375
Jacobs & Co
California
$12.4M -$376K -5,027 -3%