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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
501
Next Financial Group
Texas
$326K +$312K +11,028 +22,056%
BCM
502
BTR Capital Management
California
$311K +$300K +10,590 New
DC
503
Davenport & Co
Virginia
$299K -$4.25K -150 -1%
FMLI
504
Fukoku Mutual Life Insurance
Japan
$298K -$17K -600 -6%
RW
505
Rand Wealth
Maryland
$298K – – –
SBWM
506
Sunflower Bank Wealth Management
Arizona
$297K -$115K -4,050 -29%
GCM
507
Glynn Capital Management
California
$294K – – –
CCM
508
Coe Capital Management
Illinois
$294K – – –
RJT
509
Raymond James Trust
Florida
$288K -$52.2K -1,843 -16%
WPW
510
Waldron Private Wealth
Pennsylvania
$286K -$55.7K -1,969 -17%
Wellington Management Group
511
Wellington Management Group
Massachusetts
$285K +$1.44K +51 +0.5%
DY
512
Dowling & Yahnke
California
$279K – – –
CLOS
513
Compagnie Lombard Odier SCmA
Switzerland
$277K – – –
WS
514
Wedbush Securities
California
$270K +$5.43K +192 +2%
CIA
515
Capital Investment Advisors
Georgia
$267K -$39.8K -1,405 -13%
PTC
516
Private Trust Company
Ohio
$267K -$2.46K -87 -0.9%
BRWA
517
B. Riley Wealth Advisors
Florida
$264K -$25.4K -898 -9%
RMDI
518
R.M. Davis Inc
Maine
$263K -$15.6K -550 -6%
PAG
519
Private Advisor Group
New Jersey
$262K -$101K -3,573 -29%
HCMT
520
Highland Capital Management (Tennessee)
Tennessee
$262K – – –
MAM
521
Marquette Asset Management
Minnesota
$261K – – –
CWA
522
Constellation Wealth Advisors
New York
$255K – – –
Creative Planning
523
Creative Planning
Kansas
$253K +$145K +5,105 +145%
ST
524
Spot Trading
Illinois
$253K +$244K +8,611 New
RBC
525
Ronald Blue & Co
Georgia
$242K +$4.33K +153 +2%