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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BPB
851
Badgley, Phelps & Bell
Washington
$252K
HR
852
Howe & Rusling
New York
$251K
SSWM
853
Sheets Smith Wealth Management
North Carolina
$251K
ACP
854
Ashfield Capital Partners
California
$250K
FMLI
855
Fukoku Mutual Life Insurance
Japan
$249K
FWM
856
Frontier Wealth Management
Missouri
$249K +$283 +7 +0.1%
PVH
857
Psagot Value Holdings
Israel
$249K +$13.4K +332 +6%
SFS
858
Sowell Financial Services
Arkansas
$249K +$240K +5,944 New
RCAG
859
Rehmann Capital Advisory Group
Michigan
$247K -$26K -644 -10%
RIL
860
Rothschild Investment LLC
Illinois
$247K -$2.06K -51 -0.9%
DZ Bank
861
DZ Bank
Germany
$246K
BCM
862
BTR Capital Management
California
$246K
KC
863
Knuff & Co
California
$245K +$237K +5,860 New
BIC
864
Beach Investment Counsel
Pennsylvania
$244K
TYCC
865
Texas Yale Capital Corp
Florida
$244K
TRAM
866
Tuscan Ridge Asset Management
Illinois
$243K +$190K +4,700 +427%
QIM
867
Quest Investment Management
Oregon
$241K
EWM
868
Evermay Wealth Management
Virginia
$240K -$20.2K -500 -8%
LWCFA
869
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$239K -$3.27K -81 -1%
WMA
870
Wealth Management Associates
New Jersey
$238K +$230K +5,698 New
CPA
871
Court Place Advisors
Maryland
$238K -$12.1K -300 -5%
TCM
872
Traynor Capital Management
Pennsylvania
$237K -$15.1K -374 -6%
PCM
873
Pointe Capital Management
Michigan
$236K +$227K +5,633 New
SWM
874
SeaCrest Wealth Management
New York
$233K +$225K +5,569 New
MBT
875
Montecito Bank & Trust
California
$232K -$7.99K -198 -3%