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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
501
B. Riley Wealth Advisors
Florida
$327K -$167K -5,756 -35%
NFG
502
Next Financial Group
Texas
$327K
CA
503
Capital Advantage
California
$327K +$311K +10,728 New
Creative Planning
504
Creative Planning
Kansas
$312K +$23.9K +824 +9%
SW
505
SVB Wealth
Massachusetts
$312K +$34.6K +1,195 +13%
DY
506
Dowling & Yahnke
California
$311K +$19.4K +670 +7%
RW
507
Rand Wealth
Maryland
$309K
WT
508
Whittier Trust
California
$308K +$88.3K +3,046 +43%
CAI
509
Capital Advisors Inc
Oklahoma
$304K -$174K -6,000 -38%
CCM
510
Coe Capital Management
Illinois
$304K
GCM
511
Glynn Capital Management
California
$304K
NFC
512
Northeast Financial Consultants
Connecticut
$304K +$290K +10,000 New
RJT
513
Raymond James Trust
Florida
$301K +$13.6K +469 +5%
AP
514
Advisor Partners
California
$298K +$66.2K +2,285 +30%
YMRC
515
Yorktown Management & Research Company
Virginia
$297K
DC
516
Davenport & Co
Virginia
$296K -$13.1K -451 -4%
AGM
517
Alpine Global Management
New York
$291K -$557K -19,212 -67%
Northwestern Mutual Wealth Management
518
Northwestern Mutual Wealth Management
Wisconsin
$287K +$2.23K +77 +0.8%
TNBTD
519
Trustmark National Bank Trust Department
Mississippi
$284K +$271K +9,342 New
Robeco Institutional Asset Management
520
Robeco Institutional Asset Management
Netherlands
$281K -$1.13M -38,933 -81%
BB
521
Busey Bank
Illinois
$277K -$7.42K -256 -3%
CIA
522
Capital Investment Advisors
Georgia
$277K +$377 +13 +0.1%
ATC
523
Argent Trust Co
Tennessee
$276K +$1.33K +46 +0.5%
HCMT
524
Highland Capital Management (Tennessee)
Tennessee
$272K
WB
525
WesBanco Bank
West Virginia
$270K -$130K -4,472 -34%