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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
676
United Capital Financial Advisors
Texas
$571K -$3.57M -99,600 -85%
CI
677
Conning Inc
Connecticut
$568K -$32K -894 -5%
CWM
678
Calamos Wealth Management
Illinois
$566K +$601K +16,776 New
BCAM
679
Boston Common Asset Management
Massachusetts
$560K – – –
HI
680
Horizon Investments
North Carolina
$559K +$168K +4,697 +40%
NICM
681
Neo Ivy Capital Management
New York
$557K +$591K +16,512 New
SYBT
682
Stock Yards Bank & Trust
Kentucky
$550K -$190K -5,291 -24%
RIL
683
Rothschild Investment LLC
Illinois
$548K -$63.8K -1,780 -10%
HA
684
Harfst & Associates
Wyoming
$548K +$20.1K +562 +4%
SWM
685
SVA Wealth Management
Wisconsin
$547K +$11.5K +321 +2%
OGC
686
One68 Global Capital
New York
$546K +$580K +16,184 New
KAS
687
Kemnay Advisory Services
New York
$543K -$215K -6,012 -27%
ATWA
688
Arbor Trust Wealth Advisors
Michigan
$539K +$21.7K +605 +4%
NHC
689
Nicholas Hoffman & Company
Georgia
$537K -$15.1K -421 -3%
FAAS
690
First Allied Advisory Services
California
$532K -$51.6K -1,440 -8%
BAMF
691
BI Asset Management Fondsmaeglerselskab
Denmark
$524K +$556K +15,530 New
AII
692
AGF Investments Inc
Ontario, Canada
$523K +$279K +7,799 +101%
SLAM
693
Swiss Life Asset Management
$521K -$464K -12,957 -46%
PG
694
Pendal Group
Australia
$519K -$101K -2,820 -15%
RJT
695
Raymond James Trust
Florida
$512K -$267K -7,458 -33%
RTS
696
Round Table Services
New Jersey
$505K +$2.87K +80 +0.5%
BAM
697
Barrett Asset Management
New York
$502K +$68.1K +1,900 +15%
KJWM
698
Kiley Juergens Wealth Management
Washington
$501K -$3.37K -94 -0.6%
FIM
699
Frontier Investment Management
Texas
$498K -$65.7K -1,833 -11%
UCI
700
Uncommon Cents Investing
Wisconsin
$493K – – –
26 27
28
29 30