We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BF
501
BOK Financial
Oklahoma
$634K +$90.7K +3,436 +18%
RJFSA
502
Raymond James Financial Services Advisors
Florida
$633K +$71.8K +2,719 +14%
Bank of Nova Scotia
503
Bank of Nova Scotia
Ontario, Canada
$632K +$8.71K +330 +1%
AIP
504
Ameritas Investment Partners
Nebraska
$629K – – –
DWT
505
Dorsey & Whitney Trust
South Dakota
$620K +$584K +22,120 New
Pacer Advisors
506
Pacer Advisors
Pennsylvania
$612K +$2.24K +85 +0.4%
TI
507
Turner Investments
Pennsylvania
$608K -$432K -16,380 -43%
UCFA
508
United Capital Financial Advisors
Texas
$600K +$1.4K +53 +0.2%
FNBT
509
FineMark National Bank & Trust
Florida
$594K +$213K +8,060 +61%
OC
510
Oppenheimer & Co
New York
$590K -$473K -17,935 -46%
HNB
511
Huntington National Bank
Ohio
$586K +$434K +16,448 +590%
UB
512
UMB Bank
Missouri
$585K -$3.34M -126,698 -86%
WIS
513
Wright Investors Service
Connecticut
$583K -$148K -5,590 -21%
MCM
514
MAI Capital Management
Ohio
$580K – – –
Mariner
515
Mariner
Kansas
$579K +$545K +20,662 New
Simplex Trading
516
Simplex Trading
Illinois
$565K -$38.9K -1,475 -7%
MJRIC
517
Mogy Joel R Investment Counsel
California
$564K +$132 +5 +0%
CCM
518
Chickasaw Capital Management
Tennessee
$561K -$345K -13,070 -39%
VRS
519
Virginia Retirement System
Virginia
$538K +$507K +19,212 New
SBA
520
Seven Bridges Advisors
New York
$533K +$100K +3,802 +25%
TCT
521
TIAA CREF Trust
Missouri
$530K -$71K -2,692 -12%
HK
522
Horizon Kinetics
New York
$527K +$13.3K +505 +3%
1SB
523
1ST Source Bank
Indiana
$525K +$101K +3,833 +26%
PMG
524
ProVise Management Group
Florida
$522K -$1.31M -49,602 -73%
CWM
525
Confluence Wealth Management
Oregon
$519K +$59.1K +2,241 +14%