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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
651
Essex Financial Services
Connecticut
$725K -$13.2K -280 -2%
LOAME
652
Lombard Odier Asset Management (Europe)
United Kingdom
$723K
MML Investors Services
653
MML Investors Services
Massachusetts
$719K +$54.5K +1,160 +9%
TAM
654
Tiverton Asset Management
Delaware
$717K +$656K +13,957 New
CB
655
CNB Bank
Pennsylvania
$714K +$653K +13,894 New
LCM
656
Logan Capital Management
Pennsylvania
$711K +$324K +6,902 +100%
BAM
657
Barrett Asset Management
New York
$707K +$1.74K +37 +0.3%
SFSIG
658
San Francisco Sentry Investment Group
California
$707K +$112K +2,375 +21%
SBA
659
Seven Bridges Advisors
New York
$705K -$43.2K -919 -6%
DIA
660
Davidson Investment Advisors
Montana
$705K +$23.5K +500 +4%
UCI
661
Uncommon Cents Investing
Wisconsin
$697K +$637K +13,570 New
BTNA
662
Bremer Trust National Association
Minnesota
$690K -$86.6K -1,844 -12%
RW
663
Rand Wealth
Maryland
$686K +$4.28K +91 +0.7%
HT
664
HAP Trading
New York
$684K +$625K +13,307 New
FCBT
665
First Citizens Bank & Trust
North Carolina
$683K +$625K +13,296 New
IDBONY
666
Israel Discount Bank of New York
New York
$681K +$136K +2,885 +28%
GBT
667
Grove Bank & Trust
Florida
$674K +$25.6K +544 +4%
AFG
668
Albion Financial Group
Utah
$658K
LCM
669
Liberty Capital Management
Michigan
$655K +$435K +9,257 +360%
CA
670
Commerzbank Aktiengesellschaft
Germany
$649K -$89.5K -1,905 -13%
ASN
671
Advisory Services Network
Georgia
$649K +$10.9K +233 +2%
BUB
672
BBVA USA Bancshares
Texas
$645K +$799 +17 +0.1%
TW
673
Transform Wealth
Colorado
$639K +$6.72K +143 +1%
PMG
674
ProVise Management Group
Florida
$638K -$41.8K -890 -7%
CBOA
675
Commonwealth Bank of Australia
Australia
$635K -$34.7K -739 -6%