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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AII
626
AGF Investments Inc
Ontario, Canada
$699K +$132K +3,791 +24%
BAMF
627
BI Asset Management Fondsmaeglerselskab
Denmark
$684K +$116K +3,342 +22%
CWM
628
Calamos Wealth Management
Illinois
$677K +$66K +1,897 +11%
KLWA
629
Kelly Lawrence W & Associates
California
$673K – – –
MJRIC
630
Mogy Joel R Investment Counsel
California
$658K -$438K -12,600 -41%
IA
631
IFG Advisory
Georgia
$656K +$6.75K +194 +1%
PWW
632
Pettyjohn Wood & White
Virginia
$650K -$199K -5,722 -24%
AIP
633
Ameritas Investment Partners
Nebraska
$648K -$21.4K -615 -3%
NCM
634
Neumann Capital Management
California
$644K – – –
CAS
635
Cascadia Advisory Services
Oregon
$633K -$1.26M -36,188 -67%
SB
636
Strategic Blueprint
Georgia
$633K +$608K +17,470 New
UR
637
USCA RIA
Texas
$631K +$226K +6,501 +60%
BBHC
638
Brown Brothers Harriman & Co
New York
$627K -$11K -317 -2%
ICM
639
IMS Capital Management
Oregon
$627K – – –
FFC
640
First Financial Corp
Indiana
$627K +$1.11K +32 +0.2%
CSIC
641
Clifford Swan Investment Counsel
California
$627K +$1.25K +36 +0.2%
QI
642
QS Investors
New York
$626K -$32K -921 -5%
UCFA
643
United Capital Financial Advisors
Texas
$626K +$12.1K +347 +2%
TP
644
Tranquility Partners
Tennessee
$622K -$7.69K -221 -1%
CI
645
Conning Inc
Connecticut
$617K +$7.31K +210 +1%
SC
646
SRB Corp
Massachusetts
$616K +$92.1K +2,648 +18%
PA
647
Profund Advisors
Maryland
$614K -$50.7K -1,458 -8%
BPA
648
Beacon Pointe Advisors
California
$611K -$887K -25,505 -60%
AIM
649
Achmea Investment Management
Netherlands
$611K +$587K +16,868 New
FA
650
Faithward Advisors
Pennsylvania
$605K -$101K -2,894 -15%
24 25
26
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