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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
751
BlueCrest Capital Management
Jersey
$590K -$121K -2,735 -18%
DI
752
DAGCO Inc
Ohio
$589K -$538K -12,215 -50%
CC
753
ClearArc Capital
Ohio
$589K -$226K -5,124 -29%
LOAME
754
Lombard Odier Asset Management (Europe)
United Kingdom
$583K
BSW
755
Buckingham Strategic Wealth
Missouri
$580K +$16K +363 +3%
HI
756
Horizon Investments
North Carolina
$577K +$171K +3,886 +47%
Edgewood Management
757
Edgewood Management
Connecticut
$575K +$533K +12,100 New
AIA
758
Avalon Investment & Advisory
Texas
$572K +$89.7K +2,036 +20%
DS
759
DRW Securities
Illinois
$569K +$527K +11,966 New
ABC
760
Associated Banc-Corp
Wisconsin
$567K -$10.6K -241 -2%
NFG
761
Norris Financial Group
South Carolina
$565K +$524K +11,889 New
WA
762
Wealth Alliance
New York
$564K +$523K +11,863 New
PRC
763
Pearl River Capital
Michigan
$564K +$523K +11,867 New
PIA
764
Powell Investment Advisors
Florida
$557K +$516K +11,714 New
SC
765
SRB Corp
Massachusetts
$551K -$25.5K -579 -5%
BP
766
Ballentine Partners
Massachusetts
$550K -$9.13K -207 -2%
EWA
767
EP Wealth Advisors
California
$546K +$194K +4,412 +62%
OI
768
Oakbrook Investments
Illinois
$542K -$1.02M -23,050 -67%
CCA
769
Checchi Capital Advisers
California
$536K +$12.8K +290 +3%
LB
770
Legacy Bridge
Iowa
$536K +$26.4K +600 +6%
APA
771
American Portfolios Advisors
New York
$536K +$21.5K +488 +5%
CNC
772
Citizens & Northern Corp
Pennsylvania
$535K -$74.2K -1,684 -13%
ECM
773
Evergreen Capital Management
Washington
$528K -$17.6K -399 -3%
DIA
774
Davidson Investment Advisors
Montana
$527K
WIA
775
Westbourne Investment Advisors
Maryland
$527K +$488K +11,071 New