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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
701
Fosun International
China
$1.86M -$526K -6,500 -23%
BFG
702
Beacon Financial Group
Texas
$1.86M -$14.3K -177 -0.8%
CBT
703
Central Bank & Trust
Kentucky
$1.86M -$1.21K -15 -0.1%
NFG
704
Next Financial Group
Texas
$1.86M +$142K +1,759 +9%
UH
705
Unigestion Holding
Switzerland
$1.84M -$23.3K -288 -1%
LBA
706
Letko, Brosseau & Associates
Quebec, Canada
$1.84M – – –
WTC
707
WhitTier Trust Company
Nevada
$1.83M – – –
AF
708
Allworth Financial
California
$1.81M -$347K -4,287 -17%
LCM
709
Linker Capital Management
Kentucky
$1.81M +$1.74M +21,477 New
LCM
710
Leisure Capital Management
California
$1.79M – – –
SSIM
711
Sheets Smith Investment Management
Texas
$1.78M +$1.71M +21,150 New
CSIC
712
Clifford Swan Investment Counsel
California
$1.76M +$890 +11 +0.1%
SIAG
713
Signet Investment Advisory Group
Rhode Island
$1.76M +$2.02K +25 +0.1%
BAS
714
Brown Advisory Securities
Maryland
$1.75M -$2.03M -25,060 -55%
ANRIA
715
American National Registered Investment Advisor
Texas
$1.75M -$324 -4 -0%
BSW
716
Buckingham Strategic Wealth
Missouri
$1.74M -$31.8K -393 -2%
KLC
717
Knowledge Leaders Capital
Colorado
$1.73M +$695K +8,591 +72%
GT
718
Greenleaf Trust
Michigan
$1.73M +$44.2K +547 +3%
BPM
719
Bowling Portfolio Management
Ohio
$1.73M -$324 -4 -0%
AWP
720
Accretive Wealth Partners
New Jersey
$1.72M +$4.29K +53 +0.3%
HPC
721
HM Payson & Co
Maine
$1.72M +$324 +4 +0%
FTDI
722
First Trust Direct Indexing
Massachusetts
$1.7M -$90.9K -1,124 -5%
CW
723
Connectus Wealth
Ohio
$1.69M +$1.63M +20,137 New
AIM
724
Aspen Investment Management
Michigan
$1.69M +$267K +3,304 +20%
SCM
725
Stevens Capital Management
Pennsylvania
$1.68M +$1.62M +20,029 New
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