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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CA
551
Cornerstone Advisors
North Carolina
$428K
FC
552
Forte Capital
New York
$427K
AFG
553
Albion Financial Group
Utah
$422K
AI
554
Atria Investments
North Carolina
$416K +$20.1K +636 +5%
CSS
555
Cubist Systematic Strategies
Connecticut
$407K +$391K +12,369 New
BAM
556
Barrett Asset Management
New York
$393K +$5.6K +177 +2%
CF
557
CenterStar Fund
Illinois
$391K
MSS
558
Mitchell Sinkler & Starr
Pennsylvania
$389K +$79.4K +2,510 +27%
GI
559
Gradient Investments
Minnesota
$386K -$9.27K -293 -2%
PWM
560
Perigon Wealth Management
California
$381K
TCM
561
Traynor Capital Management
Pennsylvania
$381K +$27.1K +857 +8%
CC
562
Cornerstone Capital
California
$379K
SAM
563
Summit Asset Management
Tennessee
$375K
IA
564
IFP Advisors
Florida
$374K +$360K +11,362 New
NIMI
565
Natixis Investment Managers International
France
$372K
WA
566
Waverly Advisors
Alabama
$372K +$342K +10,800 +2,160%
BCM
567
BTR Capital Management
California
$360K
DI
568
Diligent Investors
California
$360K
AIM
569
Aspen Investment Management
Michigan
$359K
TWA
570
TCI Wealth Advisors
Arizona
$347K -$13.8K -436 -4%
MWM
571
Mission Wealth Management
California
$344K +$331K +10,445 New
RW
572
Rand Wealth
Maryland
$334K
CIA
573
Capital Investment Advisors
Georgia
$332K +$2.75K +87 +0.9%
Baird Financial Group
574
Baird Financial Group
Wisconsin
$331K -$4.94K -156 -2%
CCM
575
Coe Capital Management
Illinois
$329K