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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
476
Jane Street
New York
$637K +$14.7K +466 +2%
UCFA
477
United Capital Financial Advisors
Texas
$627K -$13.3K -420 -2%
HNB
478
Huntington National Bank
Ohio
$617K -$10.7K -340 -2%
OIM
479
Orca Investment Management
Oregon
$616K – – –
QSS
480
Quantitative Systematic Strategies
Florida
$605K -$303K -9,599 -34%
GWM
481
Gupta Wealth Management
California
$593K +$301K +9,536 +111%
BCM
482
Barometer Capital Management
Ontario, Canada
$591K +$572K +18,100 New
KLWA
483
Kelly Lawrence W & Associates
California
$586K – – –
BFG
484
Beacon Financial Group
Texas
$584K +$22.3K +705 +4%
TCT
485
TIAA CREF Trust
Missouri
$580K +$5.34K +169 +1%
SHA
486
Smith Hayes Advisers
Nebraska
$566K – – –
AQR Capital Management
487
AQR Capital Management
Connecticut
$565K +$916 +29 +0.2%
BSA
488
Braun Stacey Associates
New York
$564K +$546K +17,275 New
CWA
489
Cypress Wealth Advisors
California
$546K +$528K +16,721 New
ST
490
Spot Trading
Illinois
$535K +$19.2K +607 +4%
RCAG
491
Rehmann Capital Advisory Group
Michigan
$534K -$8.91K -282 -2%
PPCM
492
Pillar Pacific Capital Management
California
$523K – – –
Luther King Capital Management (LKCM)
493
Luther King Capital Management (LKCM)
Texas
$516K -$197K -6,220 -28%
HVIA
494
Hudson Valley Investment Advisors
New York
$516K +$7.11K +225 +1%
WSTAM
495
Wilbanks Smith & Thomas Asset Management
Virginia
$514K -$25.9K -820 -5%
RG
496
Rathbones Group
United Kingdom
$505K +$280K +8,870 +134%
BBHC
497
Brown Brothers Harriman & Co
New York
$502K – – –
SWM
498
SVA Wealth Management
Wisconsin
$502K +$13.2K +418 +3%
BIG
499
Blackthorn Investment Group
Kansas
$490K +$474K +15,000 New
MC
500
Miles Capital
Iowa
$487K +$471K +14,916 New