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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RG
551
Rathbones Group
United Kingdom
$497K -$1.99K -68 -0.4%
CT
552
Cambridge Trust
Massachusetts
$497K – – –
AL
553
Agran Libbie
California
$496K +$10.3K +350 +2%
BFG
554
Beacon Financial Group
Texas
$489K -$39.6K -1,352 -8%
EFS
555
Essex Financial Services
Connecticut
$487K – – –
PPCM
556
Pillar Pacific Capital Management
California
$484K -$19K -647 -4%
TRCT
557
Tower Research Capital (TRC)
New York
$478K -$2.47M -84,067 -85%
Janney Montgomery Scott
558
Janney Montgomery Scott
Pennsylvania
$477K -$192K -6,532 -30%
GF
559
Gerstein Fisher
New York
$475K +$5.37K +183 +1%
I
560
IberiaBank
Louisiana
$473K -$54.4K -1,855 -11%
NA
561
Nottingham Advisors
New York
$465K +$432K +14,739 New
AP
562
Advisor Partners
California
$455K +$81K +2,763 +24%
CICI
563
Capital Investment Counsel Inc
North Carolina
$447K – – –
HK
564
Horizon Kinetics
New York
$441K -$59.9K -2,044 -13%
1SB
565
1ST Source Bank
Indiana
$440K -$150K -5,119 -27%
DAM
566
Doheny Asset Management
California
$420K -$11.7K -400 -3%
SWP
567
Stratos Wealth Partners
Ohio
$416K +$386K +13,176 New
FRM
568
Fox Run Management
Connecticut
$414K -$232K -7,900 -38%
OPCM
569
Osborne Partners Capital Management
California
$413K -$30.8K -1,050 -7%
AFG
570
Albion Financial Group
Utah
$404K – – –
DIA
571
Davidson Investment Advisors
Montana
$404K +$17.6K +600 +5%
FC
572
Forte Capital
New York
$401K -$13.9K -475 -4%
BC
573
Brinker Capital
Pennsylvania
$397K +$1.14K +39 +0.3%
DC
574
Davenport & Co
Virginia
$397K +$8.8K +300 +2%
HIM
575
Hermes Investment Management
United Kingdom
$394K +$366K +12,480 New