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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CA
601
CapWealth Advisors
Tennessee
$705K +$107K +2,665 +19%
CG
602
Cutler Group
California
$696K -$179K -4,477 -22%
UCFA
603
United Capital Financial Advisors
Texas
$695K -$97.8K -2,442 -13%
PI
604
Pettee Investors
Connecticut
$693K +$253K +6,325 +64%
WA
605
Waverly Advisors
Alabama
$685K
CB
606
Commerce Bank
Missouri
$684K +$22.3K +558 +4%
SI
607
SII Investments
Wisconsin
$657K -$74.1K -1,851 -11%
TAM
608
Tyers Asset Management
Texas
$653K +$66K +1,648 +12%
ACI
609
Alpha Cubed Investments
California
$648K -$76.1K -1,900 -11%
AI
610
Atria Investments
North Carolina
$645K +$2.6K +65 +0.4%
LPC
611
Loeb Partners Corp
New York
$644K
UM
612
Ulysses Management
New York
$644K +$600K +15,000 New
CCP
613
Corient Capital Partners
California
$643K -$48.7K -1,217 -8%
SA
614
Strategic Advisors
New York
$633K -$77.5K -1,936 -12%
CBOA
615
Commonwealth Bank of Australia
Australia
$619K +$40.6K +1,014 +8%
IAA
616
Independent Advisor Alliance
North Carolina
$618K +$68K +1,698 +14%
FAM
617
Fortaleza Asset Management
Illinois
$614K +$572K +14,300 New
OPCM
618
Osborne Partners Capital Management
California
$608K +$3.6K +90 +0.6%
Cambridge Investment Research Advisors
619
Cambridge Investment Research Advisors
Iowa
$607K -$230K -5,742 -29%
EFS
620
Essex Financial Services
Connecticut
$606K -$14K -350 -2%
GXMC
621
Global X Management Company
New York
$606K +$149K +3,733 +36%
LOAME
622
Lombard Odier Asset Management (Europe)
United Kingdom
$605K
VKH
623
Virtu KCG Holdings
New York
$603K -$455K -11,374 -45%
RIM
624
Rampart Investment Management
Connecticut
$598K +$423K +10,572 +315%
BUB
625
BBVA USA Bancshares
Texas
$587K +$49.5K +1,236 +10%