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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FA
651
Faithward Advisors
Pennsylvania
$661K -$235K -6,550 -25%
MYIA
652
Mount Yale Investment Advisors
Colorado
$644K +$144K +4,007 +27%
SEC
653
Seven Eight Capital
New York
$644K +$684K +19,100 New
PA
654
Pinnacle Associates
New York
$630K +$99.8K +2,785 +18%
KLWA
655
Kelly Lawrence W & Associates
California
$626K
AIP
656
Ameritas Investment Partners
Nebraska
$624K -$5.95K -166 -0.9%
BOTW
657
Bank of the West
California
$622K -$1.63M -45,506 -71%
PA
658
Profund Advisors
Maryland
$621K +$16.5K +461 +3%
FSA
659
Franklin Street Advisors
North Carolina
$616K +$107 +3 +0%
QI
660
QS Investors
New York
$614K -$143 -4 -0%
PW
661
Price Wealth
Texas
$605K -$23.9K -666 -4%
IA
662
IFG Advisory
Georgia
$605K +$327K +9,130 +104%
NCM
663
Neumann Capital Management
California
$600K
BBHC
664
Brown Brothers Harriman & Co
New York
$594K +$71.5K +1,995 +13%
Cerity Partners
665
Cerity Partners
New York
$589K +$172K +4,788 +38%
TP
666
Tranquility Partners
Tennessee
$587K -$2.33K -65 -0.4%
LFGH
667
Lee Financial Group Hawaii
Hawaii
$586K +$10.5K +293 +2%
ICM
668
IMS Capital Management
Oregon
$584K +$620K +17,300 New
CSIC
669
Clifford Swan Investment Counsel
California
$583K
FFC
670
First Financial Corp
Indiana
$582K -$3.8K -106 -0.6%
PO
671
Private Ocean
California
$580K -$51.9K -1,450 -8%
KJHP
672
K.J. Harrison & Partners
Ontario, Canada
$577K +$75.2K +2,100 +14%
GC
673
GFG Capital
Florida
$575K +$112K +3,140 +23%
UCFA
674
United Capital Financial Advisors
Texas
$571K -$3.57M -99,600 -85%
CI
675
Conning Inc
Connecticut
$568K -$32K -894 -5%