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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
676
Apollon Wealth Management
South Carolina
$2.48M -$216K -3,283 -8%
LW
677
Linscomb Wealth
Texas
$2.47M +$22.2K +338 +0.9%
CWM
678
Compass Wealth Management
Connecticut
$2.45M -$255K -3,879 -9%
WA
679
Waverly Advisors
Alabama
$2.45M -$201K -3,064 -8%
CIA
680
Choate Investment Advisors
Massachusetts
$2.44M -$4.86M -74,055 -66%
NCM
681
Nelson Capital Management
California
$2.43M +$35.7K +543 +1%
OLA
682
Oliver Luxxe Assets
New Jersey
$2.43M +$94.1K +1,432 +4%
HAG
683
HF Advisory Group
Maryland
$2.42M +$483K +7,348 +24%
SCI
684
Stableford Capital II
Arizona
$2.42M +$172K +2,617 +8%
CIA
685
Cascade Investment Advisors
Oregon
$2.41M +$376K +5,730 +18%
MSR
686
Main Street Research
Connecticut
$2.37M -$24M -365,533 -91%
DLCIG
687
D.L. Carlson Investment Group
New Hampshire
$2.37M -$713K -10,852 -23%
TRCT
688
Tower Research Capital (TRC)
New York
$2.37M -$2.85M -43,424 -54%
SIAP
689
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.36M -$608K -9,249 -20%
IIM
690
INTECH Investment Management
Florida
$2.35M +$728K +11,087 +44%
SM
691
Sciencast Management
New Jersey
$2.35M +$2.38M +36,277 New
AIM
692
Anchor Investment Management
South Carolina
$2.35M +$239K +3,637 +11%
WB
693
Webster Bank
Connecticut
$2.34M -$324K -4,928 -12%
GGI
694
GPM Growth Investors
Michigan
$2.32M -$664K -10,103 -22%
LOAMS
695
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.32M +$200K +3,051 +9%
EIP
696
Epoch Investment Partners
New York
$2.31M +$473K +7,205 +25%
BCMO
697
Buckingham Capital Management (Ohio)
Ohio
$2.27M -$365K -5,552 -14%
AFM
698
Anson Funds Management
Texas
$2.27M +$2.3M +35,000 New
USAA
699
United Services Automobile Association
Texas
$2.25M -$503K -7,661 -18%
WOC
700
West Oak Capital
California
$2.24M +$237K +3,607 +12%
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