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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
701
WESPAC Advisors SoCal
California
$265K -$17.9K -500 -7%
NIA
702
Northstar Investment Advisors
Colorado
$264K – – –
CWM
703
Concert Wealth Management
California
$260K +$234K +6,536 New
FMLI
704
Fukoku Mutual Life Insurance
Japan
$259K -$17.9K -500 -7%
MCC
705
Malaga Cove Capital
California
$259K – – –
EWM
706
Evermay Wealth Management
Virginia
$257K – – –
Fiera Capital (Canada)
707
Fiera Capital (Canada)
Quebec, Canada
$257K – – –
CAG
708
Crestwood Advisors Group
Massachusetts
$252K +$228K +6,377 New
DWA
709
Douglass Winthrop Advisors
New York
$251K – – –
PP
710
Paloma Partners
Connecticut
$249K -$1.04M -29,001 -82%
CIBC World Market
711
CIBC World Market
Ontario, Canada
$248K +$225K +6,289 New
VST
712
Van Strum & Towne
California
$245K +$222K +6,200 New
CAN
713
Cetera Advisor Networks
California
$240K -$108K -3,020 -33%
CIA
714
Choate Investment Advisors
Massachusetts
$240K +$217K +6,071 New
MWM
715
Mascoma Wealth Management
New Hampshire
$239K +$217K +6,060 New
PA
716
Parallel Advisors
California
$239K +$217K +6,067 New
ABC
717
Associated Banc-Corp
Wisconsin
$234K -$31.1K -871 -13%
TCM
718
Teza Capital Management
Illinois
$234K +$212K +5,933 New
IAA
719
Independent Advisor Alliance
North Carolina
$233K +$201K +5,629 New
GVT
720
Genesee Valley Trust
New York
$232K -$17.3K -485 -8%
BIC
721
Beach Investment Counsel
Pennsylvania
$230K +$208K +5,825 New
SFSIG
722
San Francisco Sentry Investment Group
California
$230K +$209K +5,837 New
LIM
723
Leavell Investment Management
Alabama
$229K +$207K +5,800 New
MBT
724
Montecito Bank & Trust
California
$227K +$205K +5,750 New
QIM
725
Quest Investment Management
Oregon
$227K +$205K +5,750 New