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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SI
501
Stephens Inc
Arkansas
$484K -$19.7K -623 -4%
HW
502
Hedeker Wealth
Illinois
$484K – – –
GF
503
Gerstein Fisher
New York
$482K +$10.3K +326 +2%
OPCM
504
Osborne Partners Capital Management
California
$480K – – –
CICI
505
Capital Investment Counsel Inc
North Carolina
$478K -$31.6K -1,000 -6%
EFS
506
Essex Financial Services
Connecticut
$473K – – –
AI
507
Atria Investments
North Carolina
$471K -$39.9K -1,264 -8%
PAMG
508
Patton Albertson Miller Group
Tennessee
$465K -$67.3K -2,131 -13%
OHS
509
Odey Holdings (Switzerland)
Switzerland
$464K -$194K -6,150 -30%
HMS
510
Hanseatic Management Services
New Mexico
$460K +$445K +14,090 New
GCP
511
GSA Capital Partners
United Kingdom
$458K +$443K +14,015 New
UB
512
UMB Bank
Missouri
$456K -$221 -7 -0.1%
Northwestern Mutual Wealth Management
513
Northwestern Mutual Wealth Management
Wisconsin
$453K +$141K +4,456 +47%
BDF
514
Balasa Dinverno & Foltz
$452K -$13.2K -418 -3%
DAM
515
Doheny Asset Management
California
$451K +$66.4K +2,100 +18%
LTFS
516
Ladenburg Thalmann Financial Services
Florida
$444K -$15.6K -495 -4%
WS
517
Wedbush Securities
California
$431K +$40.6K +1,286 +11%
CWM
518
Confluence Wealth Management
Oregon
$428K +$35.6K +1,128 +9%
AFG
519
Albion Financial Group
Utah
$418K – – –
Baird Financial Group
520
Baird Financial Group
Wisconsin
$418K +$405K +12,814 New
DC
521
Davenport & Co
Virginia
$410K +$89.3K +2,825 +29%
RCM
522
Reynolds Capital Management
Nevada
$408K -$44.2K -1,400 -10%
DY
523
Dowling & Yahnke
California
$407K +$70.5K +2,230 +22%
LBG
524
Lloyds Banking Group
United Kingdom
$398K -$906K -28,671 -70%
NIMI
525
Natixis Investment Managers International
France
$395K +$11.9K +378 +3%