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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
501
Pacer Advisors
Pennsylvania
$612K +$2.24K +85 +0.4%
TI
502
Turner Investments
Pennsylvania
$608K -$432K -16,380 -43%
UCFA
503
United Capital Financial Advisors
Texas
$600K +$1.4K +53 +0.2%
FNBT
504
FineMark National Bank & Trust
Florida
$594K +$213K +8,060 +61%
OC
505
Oppenheimer & Co
New York
$590K -$473K -17,935 -46%
HNB
506
Huntington National Bank
Ohio
$586K +$434K +16,448 +590%
UB
507
UMB Bank
Missouri
$585K -$3.34M -126,698 -86%
WIS
508
Wright Investors Service
Connecticut
$583K -$148K -5,590 -21%
MCM
509
MAI Capital Management
Ohio
$580K
Mariner
510
Mariner
Kansas
$579K +$545K +20,662 New
Simplex Trading
511
Simplex Trading
Illinois
$565K -$38.9K -1,475 -7%
MJRIC
512
Mogy Joel R Investment Counsel
California
$564K +$478K +18,113 +900%
CCM
513
Chickasaw Capital Management
Tennessee
$561K -$345K -13,070 -39%
VRS
514
Virginia Retirement System
Virginia
$538K +$507K +19,212 New
SBA
515
Seven Bridges Advisors
New York
$533K +$100K +3,802 +25%
TCT
516
TIAA CREF Trust
Missouri
$530K -$71K -2,692 -12%
HK
517
Horizon Kinetics
New York
$527K +$13.3K +505 +3%
1SB
518
1ST Source Bank
Indiana
$525K +$101K +3,833 +26%
PMG
519
ProVise Management Group
Florida
$522K -$1.31M -49,602 -73%
CWM
520
Confluence Wealth Management
Oregon
$519K +$59.1K +2,241 +14%
RJT
521
Raymond James Trust
Florida
$519K +$226K +8,548 +86%
OIM
522
Orca Investment Management
Oregon
$516K
CWA
523
Cypress Wealth Advisors
California
$509K +$1.69K +64 +0.4%
W
524
Wealthfront
California
$503K +$84.1K +3,186 +22%
KLWA
525
Kelly Lawrence W & Associates
California
$500K