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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BAMF
626
BI Asset Management Fondsmaeglerselskab
Denmark
$684K +$116K +3,342 +22%
CWM
627
Calamos Wealth Management
Illinois
$677K +$66K +1,897 +11%
KLWA
628
Kelly Lawrence W & Associates
California
$673K – – –
MJRIC
629
Mogy Joel R Investment Counsel
California
$658K -$438K -12,600 -41%
IA
630
IFG Advisory
Georgia
$656K +$6.75K +194 +1%
PWW
631
Pettyjohn Wood & White
Virginia
$650K -$199K -5,722 -24%
AIP
632
Ameritas Investment Partners
Nebraska
$648K -$21.4K -615 -3%
NCM
633
Neumann Capital Management
California
$644K – – –
CAS
634
Cascadia Advisory Services
Oregon
$633K -$1.26M -36,188 -67%
SB
635
Strategic Blueprint
Georgia
$633K +$608K +17,470 New
UR
636
USCA RIA
Texas
$631K +$226K +6,501 +60%
BBHC
637
Brown Brothers Harriman & Co
New York
$627K -$11K -317 -2%
ICM
638
IMS Capital Management
Oregon
$627K – – –
FFC
639
First Financial Corp
Indiana
$627K +$1.11K +32 +0.2%
CSIC
640
Clifford Swan Investment Counsel
California
$627K +$1.25K +36 +0.2%
QI
641
QS Investors
New York
$626K -$32K -921 -5%
UCFA
642
United Capital Financial Advisors
Texas
$626K +$12.1K +347 +2%
TP
643
Tranquility Partners
Tennessee
$622K -$7.69K -221 -1%
CI
644
Conning Inc
Connecticut
$617K +$7.31K +210 +1%
SC
645
SRB Corp
Massachusetts
$616K +$92.1K +2,648 +18%
PA
646
Profund Advisors
Maryland
$614K -$50.7K -1,458 -8%
BPA
647
Beacon Pointe Advisors
California
$611K -$887K -25,505 -60%
AIM
648
Achmea Investment Management
Netherlands
$611K +$587K +16,868 New
FA
649
Faithward Advisors
Pennsylvania
$605K -$101K -2,894 -15%
BCAM
650
Boston Common Asset Management
Massachusetts
$601K – – –
24 25
26
27 28