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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
551
Gladstone Capital Management
United Kingdom
$440K +$423K +13,371 New
Creative Planning
552
Creative Planning
Kansas
$435K +$63.2K +1,998 +18%
FNBT
553
FineMark National Bank & Trust
Florida
$433K +$57.1K +1,803 +16%
CA
554
Cornerstone Advisors
North Carolina
$428K – – –
FC
555
Forte Capital
New York
$427K – – –
AFG
556
Albion Financial Group
Utah
$422K – – –
AI
557
Atria Investments
North Carolina
$416K +$20.1K +636 +5%
CSS
558
Cubist Systematic Strategies
Connecticut
$407K +$391K +12,369 New
BAM
559
Barrett Asset Management
New York
$393K +$5.6K +177 +2%
CF
560
CenterStar Fund
Illinois
$391K – – –
MSS
561
Mitchell Sinkler & Starr
Pennsylvania
$389K +$79.4K +2,510 +27%
GI
562
Gradient Investments
Minnesota
$386K -$9.27K -293 -2%
PWM
563
Perigon Wealth Management
California
$381K – – –
TCM
564
Traynor Capital Management
Pennsylvania
$381K +$27.1K +857 +8%
CC
565
Cornerstone Capital
California
$379K – – –
SAM
566
Summit Asset Management
Tennessee
$375K – – –
IA
567
IFP Advisors
Florida
$374K +$360K +11,362 New
NIMI
568
Natixis Investment Managers International
France
$372K – – –
WA
569
Waverly Advisors
Alabama
$372K +$342K +10,800 +2,160%
BCM
570
BTR Capital Management
California
$360K – – –
DI
571
Diligent Investors
California
$360K – – –
AIM
572
Aspen Investment Management
Michigan
$359K – – –
TWA
573
TCI Wealth Advisors
Arizona
$347K -$13.8K -436 -4%
MWM
574
Mission Wealth Management
California
$344K +$331K +10,445 New
RW
575
Rand Wealth
Maryland
$334K – – –