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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
526
United Capital Financial Advisors
Texas
$1.69M -$1.7M -38,977 -48%
OI
527
Oakbrook Investments
Illinois
$1.68M -$1.46M -33,450 -44%
RIA
528
Regal Investment Advisors
Michigan
$1.68M +$24.1K +552 +1%
CBB
529
Citizens Business Bank
California
$1.68M – – –
WOC
530
West Oak Capital
California
$1.67M +$68.2K +1,564 +4%
BC
531
Brinker Capital
Pennsylvania
$1.66M -$55.7K -1,277 -3%
CP
532
Cumberland Partners
Ontario, Canada
$1.66M +$553K +12,700 +44%
PAG
533
Private Advisor Group
New Jersey
$1.65M -$444K -10,193 -20%
Fifth Third Bancorp
534
Fifth Third Bancorp
Ohio
$1.64M -$8.72K -200 -0.5%
CTA
535
Colonial Trust Advisors
South Carolina
$1.63M +$1.77M +40,652 New
KIA
536
KCM Investment Advisors
California
$1.6M +$99.1K +2,275 +6%
CTA
537
Chesley Taft & Associates
Illinois
$1.57M – – –
TAM
538
Trillium Asset Management
Massachusetts
$1.57M -$25.7K -590 -1%
EIM
539
Essex Investment Management
Massachusetts
$1.55M -$1.22K -28 -0.1%
TF
540
TIAA FSB
Florida
$1.54M +$394K +9,051 +31%
Jane Street
541
Jane Street
New York
$1.53M -$3.12M -71,540 -65%
ASN
542
Advisory Services Network
Georgia
$1.52M +$849K +19,472 +106%
CIA
543
CSat Investment Advisory
Michigan
$1.51M +$379K +8,685 +30%
Fayez Sarofim & Co
544
Fayez Sarofim & Co
Texas
$1.51M – – –
B
545
Barings
North Carolina
$1.51M -$642K -14,742 -28%
HPC
546
HM Payson & Co
Maine
$1.5M +$59.1K +1,356 +4%
DTL
547
Dynamic Technology Lab
Singapore
$1.48M +$728K +16,714 +83%
WAM
548
Wealthspire Advisors (Maryland)
Maryland
$1.47M +$14.6K +336 +0.9%
SCM
549
SOL Capital Management
Maryland
$1.46M +$15.3K +350 +1%
RCM
550
Riverhead Capital Management
Delaware
$1.46M +$569K +13,054 +56%