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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SBWM
476
Sunflower Bank Wealth Management
Arizona
$379K +$348K +14,578 New
LIA
477
LS Investment Advisors
Michigan
$376K +$257K +10,781 +293%
PGFC
478
Peapack-Gladstone Financial Corp
New Jersey
$368K +$337K +14,140 New
SAM
479
Summit Asset Management
Tennessee
$362K +$143 +6 +0%
FMLI
480
Fukoku Mutual Life Insurance
Japan
$355K -$47.7K -2,000 -13%
BA
481
BlackRock Advisors
Delaware
$355K – – –
KA
482
KLCM Advisors
Wisconsin
$352K – – –
SIC
483
Salem Investment Counselors
North Carolina
$349K – – –
GF
484
Gerstein Fisher
New York
$349K +$763 +32 +0.2%
KIA
485
KCM Investment Advisors
California
$345K – – –
AFG
486
Albion Financial Group
Utah
$333K – – –
CCM
487
Cupps Capital Management
Illinois
$332K -$80.4K -3,370 -21%
PAG
488
Private Advisor Group
New Jersey
$331K +$304K +12,733 New
GIA
489
GHP Investment Advisors
Colorado
$325K -$40K -1,677 -12%
AIM
490
Arcadia Investment Management
Michigan
$315K – – –
RMDI
491
R.M. Davis Inc
Maine
$314K -$194K -8,125 -40%
WPW
492
Waldron Private Wealth
Pennsylvania
$312K +$286K +11,988 New
CCM
493
Catapult Capital Management
New York
$311K -$637K -26,696 -69%
Two Sigma Investments
494
Two Sigma Investments
New York
$310K +$284K +11,927 New
WA
495
Waverly Advisors
Alabama
$301K +$6.2K +260 +2%
DAM
496
Doheny Asset Management
California
$294K +$23.8K +1,000 +10%
HVIA
497
Hudson Valley Investment Advisors
New York
$292K +$5.63K +236 +2%
CIM
498
Calvert Investment Management
Maryland
$289K – – –
RJT
499
Raymond James Trust
Florida
$283K +$32.6K +1,365 +14%
RCAG
500
Rehmann Capital Advisory Group
Michigan
$279K +$8.56K +359 +3%