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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
WT
526
Whittier Trust
California
$372K +$41.1K +1,300 +13%
AP
527
Advisor Partners
California
$370K +$69.1K +2,186 +22%
DI
528
Diligent Investors
California
$369K
VKH
529
Virtu KCG Holdings
New York
$367K +$355K +11,242 New
TWA
530
TCI Wealth Advisors
Arizona
$359K -$30.9K -979 -8%
FNBT
531
FineMark National Bank & Trust
Florida
$358K -$68.8K -2,177 -17%
BCM
532
BTR Capital Management
California
$357K
AIM
533
Aspen Investment Management
Michigan
$356K
MAM
534
Mizuho Asset Management
Japan
$354K +$87.6K +2,772 +34%
SW
535
SVB Wealth
Massachusetts
$339K +$4.11K +130 +1%
Creative Planning
536
Creative Planning
Kansas
$333K -$1.55K -49 -0.5%
RW
537
Rand Wealth
Maryland
$331K
CAI
538
Capital Advisors Inc
Oklahoma
$327K
CCM
539
Coe Capital Management
Illinois
$327K
GCM
540
Glynn Capital Management
California
$326K
NFC
541
Northeast Financial Consultants
Connecticut
$326K
LPC
542
Loeb Partners Corp
New York
$326K +$316K +10,000 New
NFG
543
Next Financial Group
Texas
$322K -$28K -887 -8%
YMRC
544
Yorktown Management & Research Company
Virginia
$318K
MWM
545
Mission Wealth Management
California
$317K +$329K +10,410 New
CIA
546
Capital Investment Advisors
Georgia
$307K +$9.51K +301 +3%
TNBTD
547
Trustmark National Bank Trust Department
Mississippi
$300K -$4.87K -154 -2%
ATC
548
Argent Trust Co
Tennessee
$298K +$1.23K +39 +0.4%
BB
549
Busey Bank
Illinois
$297K
PAG
550
Private Advisor Group
New Jersey
$297K +$62.5K +1,977 +28%