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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CAW
651
Cornerstone Advisors (Washington)
Washington
$91K +$4.09K +155 +5%
GWM
652
Geneos Wealth Management
Colorado
$88K +$82.1K +3,109 New
SAMC
653
Shinko Asset Management Company
Japan
$87K -$5.83K -221 -7%
JIC
654
Joel Isaacson & Co
New York
$84K – – –
CCS
655
Crosspoint Capital Strategies
California
$84K +$30.7K +1,164 +63%
AF
656
Allworth Financial
California
$83K – – –
QCG
657
Quadrant Capital Group
Ohio
$83K +$15.6K +590 +24%
IA
658
IFP Advisors
Florida
$75K -$254K -9,610 -85%
PR
659
Payden & Rygel
California
$74K -$14.6K -555 -17%
SBL
660
Sargent Bickham Lagudis
Colorado
$72K +$67.4K +2,554 New
AIM
661
Anchor Investment Management
South Carolina
$71.5K +$67.3K +2,550 New
RFS
662
Rockefeller Financial Services
New York
$71K +$19.7K +748 +42%
NCM
663
Nelson Capital Management
California
$68K – – –
SF
664
Synovus Financial
Georgia
$68K – – –
WA
665
WealthTrust-Arizona
Arizona
$68K +$9.92K +376 +18%
HFM
666
Hartford Financial Management
Connecticut
$58K – – –
GXMC
667
Global X Management Company
New York
$58K +$49K +1,855 +807%
ED
668
Exane Derivatives
France
$57.7K +$54.3K +2,058 New
SIM
669
Sonora Investment Management
Arizona
$50.4K +$18.5K +700 +70%
FMA
670
FNY Managed Accounts
New York
$46.2K +$43.5K +1,650 New
CHC
671
City Holding Co
West Virginia
$46K – – –
KT
672
Kanaly Trust
Texas
$44K -$14K -530 -25%
CF
673
CenterStar Fund
Illinois
$44K – – –
S
674
SignatureFD
Georgia
$43K -$15K -567 -27%
SIG
675
Stanford Investment Group
California
$43K +$7.92K +300 +25%
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