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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
551
Confluence Wealth Management
Oregon
$443K -$29.4K -1,033 -6%
UR
552
USCA RIA
Texas
$440K +$68.5K +2,411 +16%
BFG
553
Beacon Financial Group
Texas
$437K -$2.05K -72 -0.4%
Nuveen Fund Advisors
554
Nuveen Fund Advisors
Illinois
$437K +$491K +17,266 New
CI
555
Cowen Inc
New York
$430K +$483K +17,000 New
MFIMFI
556
Mesirow Financial Investment Management - Fixed Income
Illinois
$429K +$482K +16,965 New
I
557
IberiaBank
Louisiana
$426K +$72.9K +2,566 +18%
BBHC
558
Brown Brothers Harriman & Co
New York
$412K
MAM
559
Mizuho Asset Management
Japan
$412K +$233K +8,200 +102%
ICM
560
IronBridge Capital Management
Illinois
$411K -$37.8M -1,331,322 -99%
Mariner
561
Mariner
Kansas
$405K -$133K -4,676 -23%
HK
562
Horizon Kinetics
New York
$405K -$79.1K -2,783 -15%
PPCM
563
Pillar Pacific Capital Management
California
$405K +$767 +27 +0.2%
LOAME
564
Lombard Odier Asset Management (Europe)
United Kingdom
$405K +$454K +15,984 New
RG
565
Rathbones Group
United Kingdom
$400K +$1.93K +68 +0.4%
CT
566
Cambridge Trust
Massachusetts
$398K -$432K -15,186 -49%
ACM
567
Argentus Capital Management
Texas
$393K -$304K -10,695 -41%
IA
568
IFP Advisors
Florida
$392K +$391K +13,746 +785%
EFS
569
Essex Financial Services
Connecticut
$390K +$31.3K +1,100 +8%
AL
570
Agran Libbie
California
$389K +$46.7K +1,643 +12%
SBA
571
Seven Bridges Advisors
New York
$382K -$112K -3,936 -21%
CF
572
CenterStar Fund
Illinois
$382K
AAM
573
Advisors Asset Management
Colorado
$379K +$262K +9,228 +160%
HVIA
574
Hudson Valley Investment Advisors
New York
$378K -$10.7K -375 -2%
GF
575
Gerstein Fisher
New York
$376K -$2.27K -80 -0.5%