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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
P
601
Pitcairn
Pennsylvania
$792K -$52.7K -1,270 -7%
TFA
602
Toth Financial Advisory
Virginia
$792K +$42 +1 +0%
WDL
603
Well Done LLC
Michigan
$782K +$742K +17,877 New
FFC
604
First Financial Corp
Indiana
$781K -$113K -2,717 -13%
IAA
605
Independent Advisor Alliance
North Carolina
$775K +$120K +2,899 +20%
KLWA
606
Kelly Lawrence W & Associates
California
$771K -$1.04K -25 -0.1%
OIM
607
Orca Investment Management
Oregon
$763K – – –
CB
608
Commerce Bank
Missouri
$756K +$55.4K +1,334 +8%
FRM
609
Fox Run Management
Connecticut
$752K -$62.3K -1,500 -8%
PPCM
610
Pillar Pacific Capital Management
California
$752K – – –
GAM
611
Gotham Asset Management
New York
$751K -$446K -10,751 -38%
FNBT
612
FineMark National Bank & Trust
Florida
$723K -$50.7K -1,220 -7%
ATC
613
Argent Trust Co
Tennessee
$723K – – –
CI
614
Cowen Inc
New York
$722K – – –
UR
615
USCA RIA
Texas
$712K – – –
RCM
616
Riverhead Capital Management
Delaware
$710K -$36.9K -888 -5%
FNBOH
617
First National Bank of Hutchinson
Kansas
$709K -$33.4K -805 -5%
AI
618
Atria Investments
North Carolina
$708K +$48.3K +1,164 +8%
HCMT
619
Highland Capital Management (Tennessee)
Tennessee
$706K -$288K -6,929 -30%
SA
620
Strategic Advisors
New York
$703K +$55.4K +1,334 +9%
SFG
621
SevenBridge Financial Group
Pennsylvania
$697K +$224K +5,404 +51%
WA
622
Waverly Advisors
Alabama
$696K -$1.66K -40 -0.3%
RG
623
Rathbones Group
United Kingdom
$686K +$121K +2,923 +23%
HCM
624
HMS Capital Management
Tennessee
$677K +$643K +15,485 New
Mariner
625
Mariner
Kansas
$673K -$207K -4,987 -24%