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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
526
Synovus Financial
Georgia
$4.13M +$178K +2,203 +5%
MTIM
527
Marathon Trading Investment Management
Pennsylvania
$4.12M +$2.45M +30,338 +162%
MFAM
528
Motley Fool Asset Management
Virginia
$4.1M +$444K +5,491 +13%
LPIC
529
LeJeune Puetz Investment Counsel
Michigan
$4.08M – – –
SFM
530
Signet Financial Management
New Jersey
$4.07M -$26.5K -327 -0.7%
PTCG
531
Pring Turner Capital Group
California
$4.07M +$3.92M +48,408 New
SI
532
Stephens Inc
Arkansas
$4.03M -$1.14M -14,055 -23%
IRAG
533
Investment Research & Advisory Group
Georgia
$4.02M -$47.1K -582 -1%
WI
534
WBI Investments
New Jersey
$4.01M +$3.98M +49,222 New
SCA
535
Stonebridge Capital Advisors
Minnesota
$3.98M +$14.6K +180 +0.4%
RA
536
RiverPark Advisors
New York
$3.97M +$894K +11,055 +31%
MAA
537
Mraz Amerine & Associates
California
$3.96M – – –
FAB
538
First American Bank
Illinois
$3.96M +$154K +1,909 +4%
AMI
539
Amica Mutual Insurance
Rhode Island
$3.94M +$3.79M +46,801 New
H
540
HoyleCohen
California
$3.89M -$78.7K -973 -2%
LNWWM
541
Laird Norton Wetherby Wealth Management
California
$3.88M +$199K +2,466 +6%
NIC
542
Northwest Investment Counselors
Oregon
$3.87M -$24.1K -298 -0.6%
MSR
543
Main Street Research
Connecticut
$3.86M +$23.5K +291 +0.6%
CP
544
Cumberland Partners
Ontario, Canada
$3.84M +$93.3K +1,153 +3%
COI
545
Connable Office Inc
Michigan
$3.84M -$258K -3,195 -7%
TNA
546
True North Advisors
Texas
$3.82M +$30.9K +382 +0.8%
VIM
547
VELA Investment Management
Ohio
$3.8M +$3.66M +45,196 New
NRCM
548
North Reef Capital Management
California
$3.79M +$3.64M +45,000 New
WB
549
Webster Bank
Connecticut
$3.78M -$127K -1,567 -3%
BPA
550
Beacon Pointe Advisors
California
$3.75M +$1.85M +22,831 +105%
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