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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
QSS
476
Quantitative Systematic Strategies
Florida
$605K -$303K -9,599 -34%
GWM
477
Gupta Wealth Management
California
$593K +$301K +9,536 +111%
BCM
478
Barometer Capital Management
Ontario, Canada
$591K +$572K +18,100 New
KLWA
479
Kelly Lawrence W & Associates
California
$586K
BFG
480
Beacon Financial Group
Texas
$584K +$22.3K +705 +4%
TCT
481
TIAA CREF Trust
Missouri
$580K +$5.34K +169 +1%
SHA
482
Smith Hayes Advisers
Nebraska
$566K
AQR Capital Management
483
AQR Capital Management
Connecticut
$565K +$916 +29 +0.2%
BSA
484
Braun Stacey Associates
New York
$564K +$546K +17,275 New
CWA
485
Cypress Wealth Advisors
California
$546K +$528K +16,721 New
ST
486
Spot Trading
Illinois
$535K +$19.2K +607 +4%
RCAG
487
Rehmann Capital Advisory Group
Michigan
$534K -$8.91K -282 -2%
PPCM
488
Pillar Pacific Capital Management
California
$523K
Luther King Capital Management (LKCM)
489
Luther King Capital Management (LKCM)
Texas
$516K -$197K -6,220 -28%
HVIA
490
Hudson Valley Investment Advisors
New York
$516K +$7.11K +225 +1%
WSTAM
491
Wilbanks Smith & Thomas Asset Management
Virginia
$514K -$25.9K -820 -5%
RG
492
Rathbones Group
United Kingdom
$505K +$280K +8,870 +134%
BBHC
493
Brown Brothers Harriman & Co
New York
$502K
SWM
494
SVA Wealth Management
Wisconsin
$502K +$13.2K +418 +3%
BIG
495
Blackthorn Investment Group
Kansas
$490K +$474K +15,000 New
MC
496
Miles Capital
Iowa
$487K +$471K +14,916 New
SI
497
Stephens Inc
Arkansas
$484K -$19.7K -623 -4%
HW
498
Hedeker Wealth
Illinois
$484K
GF
499
Gerstein Fisher
New York
$482K +$10.3K +326 +2%
OPCM
500
Osborne Partners Capital Management
California
$480K