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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
476
Essex Financial Services
Connecticut
$441K – – –
GF
477
Gerstein Fisher
New York
$440K +$1.42K +49 +0.3%
BDF
478
Balasa Dinverno & Foltz
$434K -$97K -3,348 -19%
Two Sigma Advisers
479
Two Sigma Advisers
New York
$434K -$81.2K -2,800 -16%
OC
480
Oppenheimer & Co
New York
$433K +$220K +7,605 +115%
LTFS
481
Ladenburg Thalmann Financial Services
Florida
$427K +$28.9K +996 +8%
UB
482
UMB Bank
Missouri
$426K +$7.86K +271 +2%
RCM
483
Reynolds Capital Management
Nevada
$423K -$84.1K -2,900 -17%
GIA
484
GHP Investment Advisors
Colorado
$419K +$15.7K +540 +4%
VIA
485
Vantage Investment Advisors
Pennsylvania
$414K +$240K +8,270 +155%
FNBT
486
FineMark National Bank & Trust
Florida
$400K -$845K -29,148 -69%
B
487
Baird
Wisconsin
$392K -$157K -5,433 -30%
AFG
488
Albion Financial Group
Utah
$390K – – –
DWM
489
Destination Wealth Management
California
$385K -$142K -4,906 -28%
CWM
490
Confluence Wealth Management
Oregon
$365K +$348K +11,992 New
DTL
491
Dynamic Technology Lab
Singapore
$365K +$348K +12,000 New
TWA
492
TCI Wealth Advisors
Arizona
$364K +$84.4K +2,911 +32%
WS
493
Wedbush Securities
California
$363K +$61.2K +2,110 +22%
BAM
494
Barrett Asset Management
New York
$358K +$319K +11,000 +1,444%
NIMI
495
Natixis Investment Managers International
France
$356K -$54K -1,862 -14%
DAM
496
Doheny Asset Management
California
$356K – – –
EWM
497
Evermay Wealth Management
Virginia
$347K – – –
SAM
498
Summit Asset Management
Tennessee
$347K – – –
WPW
499
Waldron Private Wealth
Pennsylvania
$337K +$35.7K +1,230 +13%
DI
500
Diligent Investors
California
$335K – – –