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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RC
476
RegentAtlantic Capital
New Jersey
$636K -$70.6K -2,200 -9%
PAM
477
PartnerRe Asset Management
Connecticut
$619K +$25.3K +788 +4%
OCM
478
Otter Creek Management
Florida
$611K -$116K -3,600 -14%
TCT
479
TIAA CREF Trust
Missouri
$607K +$112K +3,489 +20%
OA
480
OFI Advisors
Pennsylvania
$599K -$4.72K -147 -0.7%
CIA
481
Capital Impact Advisors
Massachusetts
$598K
BF
482
BOK Financial
Oklahoma
$595K +$4.49K +140 +0.7%
IB
483
Intrust Bank
Kansas
$594K -$92.8K -2,892 -12%
GCA
484
Gideon Capital Advisors
New York
$588K +$661K +20,591 New
EOJOAM
485
E. Ohman J:or Asset Management
Sweden
$583K -$154K -4,800 -19%
RJFSA
486
Raymond James Financial Services Advisors
Florida
$581K +$652K +20,326 New
MJRIC
487
Mogy Joel R Investment Counsel
California
$575K
DY
488
Dowling & Yahnke
California
$552K +$220K +6,851 +55%
UCFA
489
United Capital Financial Advisors
Texas
$547K -$2.25K -70 -0.4%
OIM
490
Orca Investment Management
Oregon
$539K
CIC
491
Crawford Investment Counsel
Georgia
$537K +$604K +18,807 New
CS
492
Candriam SCA
Luxembourg
$524K -$1.05M -32,700 -64%
OTPPB
493
Ontario Teachers' Pension Plan Board
Ontario, Canada
$521K -$5.29M -164,816 -90%
GWM
494
Gupta Wealth Management
California
$521K +$3.21K +100 +0.6%
CWA
495
Cypress Wealth Advisors
California
$516K +$42.7K +1,331 +8%
KLWA
496
Kelly Lawrence W & Associates
California
$513K
Walleye Trading
497
Walleye Trading
New York
$502K -$1.36M -42,497 -71%
BBHC
498
Brown Brothers Harriman & Co
New York
$502K +$70.7K +2,204 +14%
RCAG
499
Rehmann Capital Advisory Group
Michigan
$497K +$33.3K +1,037 +6%
BFG
500
Beacon Financial Group
Texas
$496K -$4.17K -130 -0.7%