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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TW
651
Transform Wealth
Colorado
$403K +$2.25K +63 +0.6%
BUB
652
BBVA USA Bancshares
Texas
$402K +$364K +10,201 New
MCP
653
Mirador Capital Partners
California
$401K -$60.1K -1,682 -14%
RW
654
Rand Wealth
Maryland
$401K – – –
NIPH
655
NN Investment Partners Holdings
Netherlands
$394K +$96.8K +2,710 +37%
CIA
656
Capital Investment Advisors
Georgia
$388K -$14.8K -413 -4%
PI
657
Pettee Investors
Connecticut
$387K – – –
CA
658
Capital Advantage
California
$386K -$9.75K -273 -3%
PI
659
PineBridge Investments
New York
$386K +$96.5K +2,700 +38%
SFG
660
SevenBridge Financial Group
Pennsylvania
$382K – – –
SS
661
Simplicity Solutions
Minnesota
$380K +$344K +9,637 New
BDF
662
Balasa Dinverno & Foltz
$374K -$4.29K -120 -1%
Los Angeles Capital Management
663
Los Angeles Capital Management
California
$371K -$14.3K -400 -4%
CCA
664
Checchi Capital Advisers
California
$368K +$15.8K +443 +5%
FRM
665
Fox Run Management
Connecticut
$367K -$136K -3,800 -29%
TWA
666
TCI Wealth Advisors
Arizona
$362K +$32.5K +909 +11%
BB
667
Busey Bank
Illinois
$360K -$7.29K -204 -2%
DI
668
Diligent Investors
California
$355K – – –
IA
669
IFP Advisors
Florida
$342K -$81.1K -2,269 -21%
Cetera Investment Advisers
670
Cetera Investment Advisers
Illinois
$342K +$309K +8,658 New
CA
671
Cetera Advisors
Colorado
$340K – – –
WF
672
WealthTrust Fairport
Ohio
$329K -$89.3K -2,500 -23%
ZIM
673
Zacks Investment Management
Illinois
$327K +$296K +8,284 New
IDBONY
674
Israel Discount Bank of New York
New York
$326K +$295K +8,255 New
WCA
675
Waratah Capital Advisors
Ontario, Canada
$320K +$289K +8,096 New