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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
501
Arrowstreet Capital
Massachusetts
$332K -$3.48M -120,216 -92%
AIM
502
Aspen Investment Management
Michigan
$332K -$3.62K -125 -1%
BCM
503
BTR Capital Management
California
$332K +$9.62K +332 +3%
BRWA
504
B. Riley Wealth Advisors
Florida
$327K -$167K -5,756 -35%
NFG
505
Next Financial Group
Texas
$327K – – –
CA
506
Capital Advantage
California
$327K +$311K +10,728 New
Creative Planning
507
Creative Planning
Kansas
$312K +$23.9K +824 +9%
SW
508
SVB Wealth
Massachusetts
$312K +$34.6K +1,195 +13%
DY
509
Dowling & Yahnke
California
$311K +$19.4K +670 +7%
RW
510
Rand Wealth
Maryland
$309K – – –
WT
511
Whittier Trust
California
$308K +$88.3K +3,046 +43%
CAI
512
Capital Advisors Inc
Oklahoma
$304K -$174K -6,000 -38%
CCM
513
Coe Capital Management
Illinois
$304K – – –
GCM
514
Glynn Capital Management
California
$304K – – –
NFC
515
Northeast Financial Consultants
Connecticut
$304K +$290K +10,000 New
RJT
516
Raymond James Trust
Florida
$301K +$13.6K +469 +5%
AP
517
Advisor Partners
California
$298K +$66.2K +2,285 +30%
YMRC
518
Yorktown Management & Research Company
Virginia
$297K – – –
DC
519
Davenport & Co
Virginia
$296K -$13.1K -451 -4%
AGM
520
Alpine Global Management
New York
$291K -$557K -19,212 -67%
Northwestern Mutual Wealth Management
521
Northwestern Mutual Wealth Management
Wisconsin
$287K +$2.23K +77 +0.8%
TNBTD
522
Trustmark National Bank Trust Department
Mississippi
$284K +$271K +9,342 New
Robeco Institutional Asset Management
523
Robeco Institutional Asset Management
Netherlands
$281K -$1.13M -38,933 -81%
BB
524
Busey Bank
Illinois
$277K -$7.42K -256 -3%
CIA
525
Capital Investment Advisors
Georgia
$277K +$377 +13 +0.1%