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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
626
Commerce Bank
Missouri
$209K +$200K +6,335 New
CAG
627
Crestwood Advisors Group
Massachusetts
$208K +$200K +6,307 New
PCM
628
Prelude Capital Management
New York
$206K +$198K +6,254 New
BOH
629
Bank of Hawaii
Hawaii
$205K +$197K +6,230 New
AL
630
Agran Libbie
California
$204K +$196K +6,197 New
VST
631
Van Strum & Towne
California
$204K +$196K +6,200 New
HSA
632
HBK Sorce Advisory
Pennsylvania
$203K +$195K +6,175 New
PFS
633
Physicians Financial Services
North Carolina
$201K +$193K +6,102 New
AAM
634
Advisors Asset Management
Colorado
$189K +$9.49K +300 +6%
GLI
635
Guardian Life Insurance
New York
$187K -$41.6K -1,315 -19%
TF
636
Tompkins Financial
New York
$178K +$45.3K +1,430 +36%
SRP
637
Saddle Road Partners
Nebraska
$167K +$160K +5,062 New
CFG
638
CKW Financial Group
Hawaii
$165K +$19K +600 +14%
SIG
639
Schooner Investment Group
Pennsylvania
$160K -$158K -5,000 -50%
CFA
640
Carroll Financial Associates
North Carolina
$151K -$3.32K -105 -2%
JG
641
Jefferies Group
New York
$143K -$2.61M -82,407 -95%
CAM
642
Cacti Asset Management
Georgia
$132K – – –
TCM
643
Tradewinds Capital Management
Washington
$128K +$112K +3,550 +1,060%
RFA
644
Reilly Financial Advisors
California
$127K – – –
JWM
645
Jacobus Wealth Management
Wisconsin
$125K – – –
SAMC
646
Shinko Asset Management Company
Japan
$109K – – –
PR
647
Payden & Rygel
California
$105K +$17.6K +555 +21%
CAW
648
Cornerstone Advisors (Washington)
Washington
$102K -$107K -3,387 -52%
JIC
649
Joel Isaacson & Co
New York
$99K – – –
AF
650
Allworth Financial
California
$98K – – –
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