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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
651
MML Investors Services
Massachusetts
$562K +$94.2K +2,269 +21%
AFG
652
Albion Financial Group
Utah
$560K
CFG
653
Citizens Financial Group
Rhode Island
$558K -$11.4K -275 -2%
GBT
654
Grove Bank & Trust
Florida
$550K +$16.6K +400 +3%
BUB
655
BBVA USA Bancshares
Texas
$548K -$47.2K -1,137 -8%
HAI
656
Hennessy Advisors Inc
California
$547K +$519K +12,500 New
ASN
657
Advisory Services Network
Georgia
$542K -$279K -6,727 -35%
TW
658
Transform Wealth
Colorado
$538K +$511K +12,301 New
NA
659
Nottingham Advisors
New York
$535K
SAM
660
Summit Asset Management
Tennessee
$535K +$2.91K +70 +0.6%
CICI
661
Capital Investment Counsel Inc
North Carolina
$534K -$27K -650 -5%
BP
662
Ballentine Partners
Massachusetts
$532K -$22.8K -550 -4%
PCMM
663
Private Capital Management (Minnesota)
Minnesota
$531K +$89.3K +2,150 +22%
MSS
664
Mitchell Sinkler & Starr
Pennsylvania
$523K
JIP
665
Jaffetilchin Investment Partners
Florida
$521K +$108K +2,611 +28%
CCT
666
Country Club Trust
Missouri
$518K +$492K +11,854 New
UB
667
UMB Bank
Missouri
$502K +$87.1K +2,098 +22%
EIP
668
Epoch Investment Partners
New York
$498K -$321K -7,735 -40%
SFSIG
669
San Francisco Sentry Investment Group
California
$498K +$33.3K +802 +8%
AIM
670
Aspen Investment Management
Michigan
$491K +$32.2K +775 +7%
Los Angeles Capital Management
671
Los Angeles Capital Management
California
$489K
DC
672
Davenport & Co
Virginia
$480K +$19.7K +475 +5%
BDF
673
Balasa Dinverno & Foltz
$457K -$20.8K -500 -5%
IDBONY
674
Israel Discount Bank of New York
New York
$454K -$37.8K -910 -8%
HK
675
Horizon Kinetics
New York
$448K -$1.29K -31 -0.3%