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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
576
Reilly Financial Advisors
California
$112K – – –
Acadian Asset Management
577
Acadian Asset Management
Massachusetts
$111K -$223K -7,682 -68%
SAMC
578
Shinko Asset Management Company
Japan
$111K -$6.9K -238 -6%
CCS
579
Crosspoint Capital Strategies
California
$91K -$2.9K -100 -3%
JIC
580
Joel Isaacson & Co
New York
$91K – – –
AF
581
Allworth Financial
California
$91K +$86.2K +2,975 New
PCM
582
Prelude Capital Management
New York
$89K +$49.9K +1,720 +142%
TF
583
Tompkins Financial
New York
$87K -$19.2K -661 -19%
PAI
584
Pittenger & Anderson Inc
Nebraska
$85K – – –
PR
585
Payden & Rygel
California
$80K – – –
SF
586
Synovus Financial
Georgia
$71K +$754 +26 +1%
MFS
587
MSI Financial Services
Massachusetts
$70K +$33.5K +1,157 +102%
IWMPD
588
Integrated Wealth Management (Palm Desert)
California
$67K +$63.9K +2,206 New
LWM
589
Lenox Wealth Management
Ohio
$58K – – –
WA
590
WealthTrust-Arizona
Arizona
$57K – – –
WTB
591
Washington Trust Bank
Washington
$51K +$48.2K +1,663 New
CHC
592
City Holding Co
West Virginia
$49K – – –
MUS
593
Mitsubishi UFJ Securities
Japan
$49K +$46.4K +1,600 New
S
594
SignatureFD
Georgia
$46K – – –
ZB
595
Zions Bancorporation
Utah
$43K +$41.4K +1,428 New
BFEC
596
Benjamin F. Edwards & Company
Missouri
$42K +$32.1K +1,109 +430%
EFSCE
597
Enterprise Financial Services Corp (EFSC)
Missouri
$35K – – –
Bessemer Group
598
Bessemer Group
New Jersey
$35K +$24.6K +847 +282%
SIG
599
Stanford Investment Group
California
$34K – – –
WA
600
Waverly Advisors
Alabama
$30K +$29K +1,000 New