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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PNC
626
Park National Corp
Ohio
$624K +$631K +15,281 New
LCM
627
Landscape Capital Management
New Jersey
$622K +$629K +15,238 New
RCM
628
Riverhead Capital Management
Delaware
$619K +$88.6K +2,146 +16%
LPC
629
Loeb Partners Corp
New York
$612K +$619K +15,000 New
AI
630
Atria Investments
North Carolina
$611K +$14.1K +341 +2%
FIM
631
Frontier Investment Management
Texas
$595K +$602K +14,568 New
SCM
632
Stevens Capital Management
Pennsylvania
$593K -$3.21M -77,631 -84%
CC
633
Cadinha & Co
Hawaii
$592K
BFG
634
Beacon Financial Group
Texas
$591K -$59.3K -1,435 -9%
EFS
635
Essex Financial Services
Connecticut
$590K -$39.7K -962 -6%
LOAME
636
Lombard Odier Asset Management (Europe)
United Kingdom
$574K -$78.9K -1,912 -12%
OPCM
637
Osborne Partners Capital Management
California
$574K -$51.6K -1,250 -8%
ASN
638
Advisory Services Network
Georgia
$574K +$581K +14,063 New
MWNA
639
Marshall Wace North America
New York
$563K +$567K +13,726 New
CA
640
CapWealth Advisors
Tennessee
$561K +$67K +1,623 +13%
TAM
641
Tyers Asset Management
Texas
$553K +$78K +1,888 +16%
CBOA
642
Commonwealth Bank of Australia
Australia
$549K +$433K +10,495 +356%
MFW
643
Mosaic Family Wealth
Missouri
$536K +$106K +2,572 +24%
DIA
644
Dana Investment Advisors
Wisconsin
$535K -$34.6K -839 -6%
HHMI
645
Howard Hughes Medical Institute
Maryland
$533K +$539K +13,062 New
JIP
646
Jaffetilchin Investment Partners
Florida
$531K +$10.7K +260 +2%
Luther King Capital Management (LKCM)
647
Luther King Capital Management (LKCM)
Texas
$528K +$202K +4,897 +61%
CC
648
Cornerstone Capital
California
$526K +$44.3K +1,073 +9%
CICI
649
Capital Investment Counsel Inc
North Carolina
$524K -$49.5K -1,200 -9%
AFG
650
Albion Financial Group
Utah
$523K