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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
HVIA
526
Hudson Valley Investment Advisors
New York
$515K +$3.16K +100 +0.6%
RCAG
527
Rehmann Capital Advisory Group
Michigan
$508K -$61.9K -1,956 -11%
WCA
528
Waratah Capital Advisors
Ontario, Canada
$505K -$991K -31,320 -67%
UR
529
USCA RIA
Texas
$503K +$483K +15,264 New
OHS
530
Odey Holdings (Switzerland)
Switzerland
$501K +$65.5K +2,071 +16%
SBA
531
Seven Bridges Advisors
New York
$501K +$482K +15,222 New
1SB
532
1ST Source Bank
Indiana
$491K +$472K +14,912 New
BRWA
533
B. Riley Wealth Advisors
Florida
$487K +$217K +6,862 +87%
W
534
Wealthfront
California
$486K +$129K +4,076 +38%
IG
535
ING Group
Netherlands
$486K +$467K +14,758 New
SWM
536
SVA Wealth Management
Wisconsin
$485K +$12.7K +400 +3%
MAM
537
Mizuho Asset Management
Japan
$485K +$72K +2,276 +18%
AIM
538
Artemis Investment Management
United Kingdom
$479K -$8.47M -267,767 -95%
GF
539
Gerstein Fisher
New York
$478K +$665 +21 +0.1%
PAG
540
Private Advisor Group
New Jersey
$478K +$90.3K +2,854 +24%
HCA
541
Harbour Capital Advisors
Virginia
$476K +$457K +14,450 New
EFS
542
Essex Financial Services
Connecticut
$475K -$1.3K -41 -0.3%
DC
543
Davenport & Co
Virginia
$469K -$1.58K -50 -0.3%
CICI
544
Capital Investment Counsel Inc
North Carolina
$469K -$3.16K -100 -0.7%
OPCM
545
Osborne Partners Capital Management
California
$465K +$10.3K +325 +2%
DAM
546
Doheny Asset Management
California
$451K -$3.16K -100 -0.7%
RG
547
Rathbones Group
United Kingdom
$443K
GCM
548
Gladstone Capital Management
United Kingdom
$440K +$423K +13,371 New
Creative Planning
549
Creative Planning
Kansas
$435K +$63.2K +1,998 +18%
FNBT
550
FineMark National Bank & Trust
Florida
$433K +$57.1K +1,803 +16%