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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LAI
601
Legal Advantage Investments
California
$6.09M -$63.8K -700 -1%
IWC
602
Integrated Wealth Concepts
Massachusetts
$6.04M +$3.45M +37,821 +137%
TLCM
603
Twin Lakes Capital Management
California
$6.03M -$35.2K -386 -0.6%
PIM
604
Plato Investment Management
Australia
$6.03M +$790K +8,662 +15%
ATIA
605
American Trust Investment Advisors
New Hampshire
$5.98M +$1.22M +13,367 +26%
SFI
606
Siemens Fonds Invest
Germany
$5.95M +$27.1K +297 +0.5%
MSE
607
MUFG Securities EMEA
United Kingdom
$5.9M -$409K -4,490 -7%
ANTB
608
AMG National Trust Bank
Colorado
$5.9M -$3.31M -36,272 -36%
SC
609
Scotia Capital
Ontario, Canada
$5.88M -$61.6K -675 -1%
MGP
610
Metis Global Partners
California
$5.87M -$744K -8,162 -11%
BF
611
BOK Financial
Oklahoma
$5.85M +$394K +4,325 +7%
NPT
612
National Philanthropic Trust
Pennsylvania
$5.84M -$41.9K -460 -0.7%
CI
613
Conning Inc
Connecticut
$5.82M +$608K +6,672 +12%
TCIIS
614
TIAA-CREF Individual & Institutional Services
New York
$5.81M -$289K -3,165 -5%
SC
615
Savant Capital
Illinois
$5.8M +$2.91M +31,874 +109%
IA
616
IFP Advisors
Florida
$5.78M -$109K -1,191 -2%
PAG
617
Private Advisor Group
New Jersey
$5.73M -$3.91M -42,892 -41%
RBI
618
Raiffeisen Bank International
Austria
$5.72M +$2.87M +31,442 +99%
LNWTC
619
Laird Norton Wetherby Trust Company
Washington
$5.7M -$117K -1,280 -2%
GI
620
GAMCO Investors
Connecticut
$5.65M +$2.78M +30,528 +99%
KPPF
621
Klein Pavlis & Peasley Financial
California
$5.61M +$452K +4,952 +9%
LCC
622
Lincoln Capital Corp
Rhode Island
$5.53M -$11.6K -127 -0.2%
GCM
623
Graham Capital Management
Connecticut
$5.53M +$114K +1,255 +2%
GH
624
GAM Holding
Switzerland
$5.48M -$553K -6,069 -9%
TMAM
625
Tokio Marine Asset Management
Japan
$5.47M – – –
23 24
25
26 27