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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAP
626
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.5M – – –
VFA
627
Voya Financial Advisors
Connecticut
$3.5M +$395K +6,000 +14%
CG
628
Caprock Group
Idaho
$3.48M -$18.6K -282 -0.6%
SCA
629
Stonebridge Capital Advisors
Minnesota
$3.47M +$6.85K +104 +0.2%
UCFA
630
United Capital Financial Advisors
Texas
$3.46M -$28.1K -427 -0.9%
BBI
631
Baxter Bros Inc
Connecticut
$3.42M +$11.5K +175 +0.4%
DLCIG
632
D.L. Carlson Investment Group
New Hampshire
$3.42M -$67.6K -1,026 -2%
NMIMC
633
Northwestern Mutual Investment Management Company
Wisconsin
$3.42M +$7.71K +117 +0.2%
BCMO
634
Buckingham Capital Management (Ohio)
Ohio
$3.41M -$150K -2,285 -5%
BCM
635
Brasada Capital Management
Texas
$3.4M +$1.25M +18,920 +67%
GIM
636
Goelzer Investment Management
Indiana
$3.39M -$347K -5,276 -10%
LAM
637
LECAP Asset Management
United Kingdom
$3.39M +$3.08M +46,840 New
GCP
638
Gill Capital Partners
Colorado
$3.38M -$132K -2,000 -4%
SF
639
Synovus Financial
Georgia
$3.36M +$82.5K +1,252 +3%
COI
640
Connable Office Inc
Michigan
$3.33M -$14K -212 -0.5%
HA
641
Harfst & Associates
Wyoming
$3.29M -$32.3K -490 -1%
CC
642
Courier Capital
New York
$3.29M -$3.62K -55 -0.1%
WEG
643
World Equity Group
Illinois
$3.26M -$3.29K -50 -0.1%
CRM
644
Cramer Rosenthal McGlynn
Connecticut
$3.25M -$23.2K -353 -0.8%
CBC
645
Coombe, Bender & Co
New York
$3.24M +$80.6K +1,224 +3%
PI
646
Pettee Investors
Connecticut
$3.23M – – –
AWM
647
Apollon Wealth Management
South Carolina
$3.23M +$81.1K +1,231 +3%
HAG
648
HighPoint Advisor Group
Illinois
$3.23M -$107K -1,631 -4%
MM
649
Meridian Management
Arkansas
$3.2M +$65.1K +988 +2%
LWA
650
Lantern Wealth Advisors
New York
$3.2M +$19.7K +299 +0.7%
24 25
26
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