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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
576
Caprock Group
Idaho
$6.82M -$580K -6,356 -8%
CFM
577
Capricorn Fund Managers
United Kingdom
$6.8M +$6.72M +73,700 New
IAN
578
Integrated Advisors Network
Texas
$6.79M +$3.3M +36,179 +97%
RP
579
Ravenswood Partners
Virginia
$6.76M +$1.48M +16,200 +28%
ALMGDA
580
AG2R La Mondiale Gestion d'Actifs
France
$6.75M +$473K +5,190 +8%
CCG
581
Cloverfields Capital Group
Minnesota
$6.73M +$170K +1,862 +3%
KBFS
582
Kohmann Bosshard Financial Services
Ohio
$6.71M +$2.1K +23 +0%
LCM
583
Landscape Capital Management
New Jersey
$6.66M +$5.24M +57,410 +390%
OLA
584
Oliver Luxxe Assets
New Jersey
$6.62M +$804K +8,821 +14%
IWC
585
Integrated Wealth Concepts
Massachusetts
$6.55M +$3.96M +43,372 +157%
MFG
586
Merit Financial Group
Georgia
$6.48M -$277K -3,032 -4%
DILIC
587
Dai-ichi Life Insurance Company
Japan
$6.35M -$392K -4,300 -6%
SWM
588
Salvus Wealth Management
New Jersey
$6.24M -$372K -4,084 -6%
IRAG
589
Investment Research & Advisory Group
Georgia
$6.23M +$45.9K +503 +0.8%
CBB
590
Citizens Business Bank
California
$6.21M -$241K -2,644 -4%
AP
591
Americana Partners
Texas
$6.2M -$218K -2,390 -3%
PCP
592
Pacific Capital Partners
$6.19M – – –
CPBTD
593
Central Pacific Bank - Trust Division
Hawaii
$6.17M -$304K -3,339 -5%
CCM
594
Condor Capital Management
New Jersey
$6.17M +$6.02K +66 +0.1%
PSC
595
Prentiss Smith & Co
Vermont
$6.15M -$85.1K -933 -1%
LG
596
LaFleur & Godfrey
Michigan
$6.1M -$162K -1,773 -3%
LAI
597
Legal Advantage Investments
California
$6.09M -$63.8K -700 -1%
TLCM
598
Twin Lakes Capital Management
California
$6.03M -$35.2K -386 -0.6%
PIM
599
Plato Investment Management
Australia
$6.03M +$790K +8,662 +15%
ATIA
600
American Trust Investment Advisors
New Hampshire
$5.98M +$1.22M +13,367 +26%
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