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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RA
701
Rational Advisors
New York
$493K +$523K +14,604 New
IB
702
Intrust Bank
Kansas
$490K -$151K -4,203 -22%
AIA
703
Avalon Investment & Advisory
Texas
$489K -$91.1K -2,542 -15%
HCA
704
Hyperion Capital Advisors
New York
$489K +$3.87K +108 +0.8%
HAG
705
HighPoint Advisor Group
Illinois
$488K -$26.3K -735 -5%
SG Americas Securities
706
SG Americas Securities
New York
$486K -$4.86M -135,617 -90%
CAM
707
Cresset Asset Management
Illinois
$485K +$279K +7,797 +119%
PPCM
708
Pillar Pacific Capital Management
California
$484K -$107K -3,000 -17%
SC
709
SRB Corp
Massachusetts
$484K +$99K +2,764 +24%
RG
710
Rathbones Group
United Kingdom
$478K -$7.16K -200 -1%
FA
711
FDx Advisors
Illinois
$478K +$51.6K +1,441 +11%
HWA
712
HCR Wealth Advisors
California
$472K +$18.4K +513 +4%
Assenagon Asset Management
713
Assenagon Asset Management
Luxembourg
$468K – – –
SWM
714
SeaCrest Wealth Management
New York
$464K +$493K +13,758 New
SFA
715
Semmax Financial Advisors
North Carolina
$449K +$77K +2,149 +19%
ECM
716
ETrade Capital Management
Virginia
$448K +$174K +4,856 +58%
GBT
717
Grove Bank & Trust
Florida
$447K -$36.4K -1,017 -7%
SAM
718
Summit Asset Management
Tennessee
$447K -$33.1K -925 -7%
AC
719
Arjuna Capital
North Carolina
$441K +$8.1K +226 +2%
GD
720
Grandfield & Dodd
New York
$440K -$120K -3,359 -20%
AI
721
Atom Investors
Texas
$439K +$466K +13,004 New
CYG
722
Clean Yield Group
Vermont
$438K -$17.9K -500 -4%
CWP
723
Capital Wealth Planning
Florida
$438K -$4.23K -118 -0.9%
AFG
724
Albion Financial Group
Utah
$432K – – –
MFG
725
Monte Financial Group
Connecticut
$430K +$457K +12,746 New