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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
651
Valley National Advisers
Pennsylvania
$667K +$86.2K +2,406 +14%
BFG
652
Beacon Financial Group
Texas
$666K -$12.2K -340 -2%
FA
653
Faithward Advisors
Pennsylvania
$661K -$235K -6,550 -25%
MYIA
654
Mount Yale Investment Advisors
Colorado
$644K +$144K +4,007 +27%
SEC
655
Seven Eight Capital
New York
$644K +$684K +19,100 New
PA
656
Pinnacle Associates
New York
$630K +$99.8K +2,785 +18%
KLWA
657
Kelly Lawrence W & Associates
California
$626K – – –
AIP
658
Ameritas Investment Partners
Nebraska
$624K -$5.95K -166 -0.9%
BOTW
659
Bank of the West
California
$622K -$1.63M -45,506 -71%
PA
660
Profund Advisors
Maryland
$621K +$16.5K +461 +3%
FSA
661
Franklin Street Advisors
North Carolina
$616K +$107 +3 +0%
QI
662
QS Investors
New York
$614K -$143 -4 -0%
PW
663
Price Wealth
Texas
$605K -$23.9K -666 -4%
IA
664
IFG Advisory
Georgia
$605K +$327K +9,130 +104%
NCM
665
Neumann Capital Management
California
$600K – – –
BBHC
666
Brown Brothers Harriman & Co
New York
$594K +$71.5K +1,995 +13%
Cerity Partners
667
Cerity Partners
New York
$589K +$172K +4,788 +38%
TP
668
Tranquility Partners
Tennessee
$587K -$2.33K -65 -0.4%
LFGH
669
Lee Financial Group Hawaii
Hawaii
$586K +$10.5K +293 +2%
ICM
670
IMS Capital Management
Oregon
$584K +$620K +17,300 New
CSIC
671
Clifford Swan Investment Counsel
California
$583K – – –
FFC
672
First Financial Corp
Indiana
$582K -$3.8K -106 -0.6%
PO
673
Private Ocean
California
$580K -$51.9K -1,450 -8%
KJHP
674
K.J. Harrison & Partners
Ontario, Canada
$577K +$75.2K +2,100 +14%
GC
675
GFG Capital
Florida
$575K +$112K +3,140 +23%