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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
NIA
701
Northstar Investment Advisors
Colorado
$264K
CWM
702
Concert Wealth Management
California
$260K +$234K +6,536 New
FMLI
703
Fukoku Mutual Life Insurance
Japan
$259K -$17.9K -500 -7%
MCC
704
Malaga Cove Capital
California
$259K
EWM
705
Evermay Wealth Management
Virginia
$257K
Fiera Capital (Canada)
706
Fiera Capital (Canada)
Quebec, Canada
$257K
CAG
707
Crestwood Advisors Group
Massachusetts
$252K +$228K +6,377 New
DWA
708
Douglass Winthrop Advisors
New York
$251K
PP
709
Paloma Partners
Connecticut
$249K -$1.04M -29,001 -82%
CIBC World Market
710
CIBC World Market
Ontario, Canada
$248K +$225K +6,289 New
VST
711
Van Strum & Towne
California
$245K +$222K +6,200 New
CAN
712
Cetera Advisor Networks
California
$240K -$108K -3,020 -33%
CIA
713
Choate Investment Advisors
Massachusetts
$240K +$217K +6,071 New
MWM
714
Mascoma Wealth Management
New Hampshire
$239K +$217K +6,060 New
PA
715
Parallel Advisors
California
$239K +$217K +6,067 New
ABC
716
Associated Banc-Corp
Wisconsin
$234K -$31.1K -871 -13%
TCM
717
Teza Capital Management
Illinois
$234K +$212K +5,933 New
IAA
718
Independent Advisor Alliance
North Carolina
$233K +$201K +5,629 New
BIC
719
Beach Investment Counsel
Pennsylvania
$230K +$208K +5,825 New
SFSIG
720
San Francisco Sentry Investment Group
California
$230K +$209K +5,837 New
LIM
721
Leavell Investment Management
Alabama
$229K +$207K +5,800 New
MBT
722
Montecito Bank & Trust
California
$227K +$205K +5,750 New
QIM
723
Quest Investment Management
Oregon
$227K +$205K +5,750 New
ZCA
724
Zeke Capital Advisors
Pennsylvania
$226K +$204K +5,715 New
GLA
725
Great Lakes Advisors
Illinois
$219K +$198K +5,540 New