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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
526
Birch Capital Management
Texas
$5.43M -$64K -866 -1%
H
527
HoyleCohen
California
$5.42M -$227K -3,070 -4%
SWP
528
Strategic Wealth Partners
Ohio
$5.41M +$4.13M +55,841 +319%
MGP
529
Metis Global Partners
California
$5.39M +$60.8K +823 +1%
GP
530
Girard Partners
Pennsylvania
$5.36M +$411K +5,565 +8%
UM
531
UniSuper Management
Australia
$5.34M -$27.1M -366,963 -84%
BHPW
532
Beverly Hills Private Wealth
California
$5.34M +$246K +3,325 +5%
KCPG
533
Kavar Capital Partners Group
Kansas
$5.26M +$58.4K +790 +1%
TLCM
534
Twin Lakes Capital Management
California
$5.22M -$477K -6,457 -8%
MFAM
535
Motley Fool Asset Management
Virginia
$5.22M +$1.27M +17,193 +32%
WCA
536
Westover Capital Advisors
Delaware
$5.2M -$261K -3,534 -5%
IPAM
537
ICICI Prudential Asset Management
India
$5.19M -$3.61M -48,818 -41%
PTCG
538
Pring Turner Capital Group
California
$5.17M -$18.5K -250 -0.4%
HV
539
HST Ventures
Utah
$5.16M +$245K +3,314 +5%
CFSG
540
Community Financial Services Group
Vermont
$5.09M -$471K -6,376 -8%
PCTC
541
Perkins Coie Trust Company
Washington
$5.09M -$352K -4,770 -6%
SA
542
SpiderRock Advisors
Delaware
$5.05M +$1.73M +23,359 +52%
ACG
543
Allen Capital Group
Nebraska
$5.04M -$183K -2,475 -3%
SC
544
Scotia Capital
Ontario, Canada
$5.02M -$71.3K -965 -1%
GHAM
545
Gilman Hill Asset Management
Connecticut
$4.99M +$220K +2,984 +5%
VNA
546
Valley National Advisers
Pennsylvania
$4.99M -$346K -4,689 -6%
CI
547
Conning Inc
Connecticut
$4.98M -$719K -9,736 -13%
PFM
548
Patton Fund Management
Texas
$4.97M +$4.98M +67,379 New
VDI
549
Vaughan David Investments
Illinois
$4.92M -$36.4M -492,351 -88%
NGA
550
Naples Global Advisors
Florida
$4.89M -$7.9K -107 -0.2%
20 21
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