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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
JG
526
Jefferies Group
New York
$604K -$463K -15,781 -45%
HPC
527
HM Payson & Co
Maine
$603K -$470K -16,023 -46%
FNBT
528
FineMark National Bank & Trust
Florida
$595K -$37.6K -1,282 -6%
ATC
529
Argent Trust Co
Tennessee
$583K -$17.8K -607 -3%
CWA
530
Cypress Wealth Advisors
California
$582K +$9.82K +335 +2%
FNBOH
531
First National Bank of Hutchinson
Kansas
$578K +$553K +18,846 New
PAG
532
Private Advisor Group
New Jersey
$574K -$216K -7,380 -29%
OIM
533
Orca Investment Management
Oregon
$573K – – –
NB
534
Nicolet Bankshares
Wisconsin
$571K +$199K +6,776 +60%
UR
535
USCA RIA
Texas
$568K +$17.6K +601 +3%
EMG
536
Ellington Management Group
Connecticut
$565K +$525K +17,900 New
CCP
537
Corient Capital Partners
California
$561K +$521K +17,784 New
AAM
538
Advisors Asset Management
Colorado
$558K +$78.7K +2,683 +18%
CCM
539
Chickasaw Capital Management
Tennessee
$553K – – –
CI
540
Cowen Inc
New York
$537K – – –
BF
541
BOK Financial
Oklahoma
$536K -$190K -6,463 -28%
MFIMFI
542
Mesirow Financial Investment Management - Fixed Income
Illinois
$536K +$293 +10 +0.1%
MYAM
543
Meiji Yasuda Asset Management
Japan
$529K +$113K +3,850 +30%
TCM
544
Traynor Capital Management
Pennsylvania
$525K +$49.9K +1,703 +12%
WA
545
Wasatch Advisors
Utah
$518K +$482K +16,421 New
BBHC
546
Brown Brothers Harriman & Co
New York
$513K – – –
IG
547
ING Group
Netherlands
$511K +$488K +16,647 New
RCM
548
Riverhead Capital Management
Delaware
$506K +$388K +13,221 +471%
GD
549
Grandfield & Dodd
New York
$506K +$470K +16,031 New
LOAME
550
Lombard Odier Asset Management (Europe)
United Kingdom
$505K – – –
20 21
22
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