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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CG
801
Caprock Group
Idaho
$805K -$109K -1,535 -12%
EWM
802
Elmwood Wealth Management
California
$803K -$9.84K -139 -1%
TH
803
TCTC Holdings
Texas
$803K +$21.2K +300 +3%
OPCM
804
Osborne Partners Capital Management
California
$803K +$30K +424 +4%
HCA
805
Hyperion Capital Advisors
New York
$794K
QCG
806
Quadrant Capital Group
Ohio
$793K +$8.35K +118 +1%
VanEck Associates
807
VanEck Associates
New York
$791K -$89.1M -1,259,113 -99%
IC
808
Inverness Counsel
New York
$776K +$381K +5,386 +102%
PIMG
809
Patriot Investment Management Group
Tennessee
$775K
CWA
810
Canvas Wealth Advisors
Kansas
$766K +$10.6K +150 +1%
SMC
811
Smith, Moore & Co
Missouri
$748K -$10.3K -145 -1%
SFG
812
SNS Financial Group
Minnesota
$742K +$2.9K +41 +0.4%
CC
813
Centiva Capital
New York
$742K +$437K +6,174 +154%
BOTW
814
Bank of the West
California
$741K -$60.4K -853 -8%
GIP
815
Greatmark Investment Partners
Georgia
$736K
AR
816
Advisory Research
Illinois
$732K -$156K -2,198 -18%
FMBTD
817
First Midwest Bank Trust Division
Illinois
$729K +$63.6K +899 +10%
LWM
818
Loveless Wealth Management
Montana
$729K +$74.7K +1,055 +12%
BP
819
Ballentine Partners
Massachusetts
$728K +$12.3K +174 +2%
LGA
820
Lebenthal Global Advisors
New York
$724K +$704K +9,951 New
CAS
821
Cascadia Advisory Services
Oregon
$722K -$37.1K -524 -5%
P
822
Pitcairn
Pennsylvania
$718K -$11K -155 -2%
LCM
823
Logan Capital Management
Pennsylvania
$708K
IB
824
Intrust Bank
Kansas
$702K
VCM
825
Violich Capital Management
California
$698K +$165K +2,330 +32%