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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
601
Toth Financial Advisory
Virginia
$739K +$35.1K +850 +5%
CWM
602
Confluence Wealth Management
Oregon
$736K -$158K -3,820 -17%
KLWA
603
Kelly Lawrence W & Associates
California
$720K -$126K -3,043 -15%
OIM
604
Orca Investment Management
Oregon
$712K -$13K -315 -2%
PPCM
605
Pillar Pacific Capital Management
California
$710K -$45.4K -1,100 -6%
CL
606
CPWM LLC
Washington
$710K +$1.12M +27,225 New
IRF
607
IBM Retirement Fund
New York
$708K -$3.98M -96,360 -88%
CS
608
Comerica Securities
Michigan
$704K +$180K +4,371 +34%
SI
609
SII Investments
Wisconsin
$703K -$96.6K -2,340 -12%
FRM
610
Fox Run Management
Connecticut
$694K +$318K +7,700 +83%
ACI
611
Alpha Cubed Investments
California
$693K +$396K +9,595 +130%
FNBOH
612
First National Bank of Hutchinson
Kansas
$683K -$393K -9,509 -36%
ATC
613
Argent Trust Co
Tennessee
$683K -$44.1K -1,067 -6%
SA
614
Strategic Advisors
New York
$681K +$253K +6,122 +58%
Wolverine Trading
615
Wolverine Trading
Illinois
$681K +$456K +11,054 +201%
Mariner
616
Mariner
Kansas
$674K -$156K -3,784 -19%
CI
617
Cowen Inc
New York
$673K
PWM
618
Perigon Wealth Management
California
$670K -$1.78K -43 -0.3%
UR
619
USCA RIA
Texas
$668K -$61.9K -1,500 -8%
CCP
620
Corient Capital Partners
California
$661K -$36.7K -890 -5%
GD
621
Grandfield & Dodd
New York
$654K
WA
622
Waverly Advisors
Alabama
$651K +$658K +15,941 New
CT
623
Cambridge Trust
Massachusetts
$648K +$3.39K +82 +0.5%
RG
624
Rathbones Group
United Kingdom
$643K
CB
625
Commerce Bank
Missouri
$627K +$159K +3,851 +33%