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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SMC
751
Smith, Moore & Co
Missouri
$352K +$109K +2,602 +33%
APA
752
American Portfolios Advisors
New York
$351K -$34.4K -820 -7%
PWM
753
Perigon Wealth Management
California
$350K +$43.4K +1,033 +12%
ORI
754
Oak Ridge Investments
Illinois
$349K -$6.67K -159 -2%
LOAME
755
Lombard Odier Asset Management (Europe)
United Kingdom
$347K -$81.3K -1,937 -16%
AIM
756
Axiom Investment Management
New York
$346K +$1.8K +43 +0.4%
HAM
757
Hyperion Asset Management
Australia
$344K +$430K +10,240 New
NA
758
NewEdge Advisors
Louisiana
$342K -$12K -286 -3%
MAM
759
Meeder Asset Management
Ohio
$341K +$123K +2,930 +41%
BP
760
Ballentine Partners
Massachusetts
$340K -$59.6K -1,420 -12%
UB
761
UMB Bank
Missouri
$335K -$20.4K -486 -5%
LA
762
LVW Advisors
New York
$334K -$19.3K -460 -4%
JT
763
Jump Trading
Illinois
$327K +$98.3K +2,342 +32%
FCI
764
Financial Counselors Inc
Kansas
$325K -$10.6K -253 -3%
CCA
765
Checchi Capital Advisers
California
$324K -$68.6K -1,635 -15%
BBNA
766
Bremer Bank National Association
Minnesota
$319K -$179K -4,263 -31%
LWAC
767
Laurel Wealth Advisors (California)
California
$316K -$163K -3,891 -29%
CM
768
Castleark Management
Illinois
$315K
LWM
769
Loveless Wealth Management
Montana
$310K
SCM
770
Shelton Capital Management
Colorado
$310K +$42K +1,000 +12%
CG
771
Colony Group
Massachusetts
$309K -$73.8K -1,758 -16%
Edgewood Management
772
Edgewood Management
Connecticut
$306K -$126K -3,000 -25%
ACG
773
Allen Capital Group
Nebraska
$305K -$317K -7,547 -45%
IAA
774
Independent Advisor Alliance
North Carolina
$305K -$1.39K -33 -0.4%
TCOV
775
Trust Company of Vermont
Vermont
$304K -$5.5K -131 -1%