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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
526
Raymond James Trust
Florida
$519K +$226K +8,548 +86%
OIM
527
Orca Investment Management
Oregon
$516K – – –
CWA
528
Cypress Wealth Advisors
California
$509K +$1.69K +64 +0.4%
W
529
Wealthfront
California
$503K +$84.1K +3,186 +22%
KLWA
530
Kelly Lawrence W & Associates
California
$500K – – –
Renaissance Technologies
531
Renaissance Technologies
New York
$490K +$462K +17,500 New
BFG
532
Beacon Financial Group
Texas
$488K -$25K -947 -5%
BBHC
533
Brown Brothers Harriman & Co
New York
$456K -$15K -570 -3%
DIA
534
Dana Investment Advisors
Wisconsin
$450K +$424K +16,077 New
PPCM
535
Pillar Pacific Capital Management
California
$447K – – –
RG
536
Rathbones Group
United Kingdom
$441K – – –
OTPPB
537
Ontario Teachers' Pension Plan Board
Ontario, Canada
$434K -$28.1K -1,066 -6%
HVIA
538
Hudson Valley Investment Advisors
New York
$429K -$9.24K -350 -2%
UR
539
USCA RIA
Texas
$419K -$7.87K -298 -2%
GF
540
Gerstein Fisher
New York
$419K +$11.4K +433 +3%
EFS
541
Essex Financial Services
Connecticut
$401K -$2.75K -104 -0.7%
I
542
IberiaBank
Louisiana
$399K +$376K +14,256 New
RCAG
543
Rehmann Capital Advisory Group
Michigan
$396K -$34.3K -1,300 -8%
CICI
544
Capital Investment Counsel Inc
North Carolina
$396K -$2.64K -100 -0.7%
CAM
545
Congress Asset Management
Massachusetts
$394K -$142K -5,388 -28%
HCA
546
Harbour Capital Advisors
Virginia
$385K -$18.5K -700 -5%
AL
547
Agran Libbie
California
$385K +$199K +7,528 +121%
DAM
548
Doheny Asset Management
California
$384K – – –
Creative Planning
549
Creative Planning
Kansas
$383K +$12.1K +460 +3%
CSS
550
Cubist Systematic Strategies
Connecticut
$383K +$34.7K +1,314 +11%