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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
701
Buckingham Strategic Wealth
Missouri
$1.86M – – –
CAL
702
Capital Analysts LLC
Pennsylvania
$1.86M +$2.59M +35,307 +28,705%
CLOS
703
Compagnie Lombard Odier SCmA
Switzerland
$1.85M +$29.3K +400 +1%
3IP
704
3Chopt Investment Partners
Virginia
$1.85M +$237K +3,240 +10%
SWP
705
Stratos Wealth Partners
Ohio
$1.85M +$341K +4,650 +15%
SC
706
Sepio Capital
Utah
$1.84M +$2.58M +35,182 New
SIA
707
SkyView Investment Advisors
New Jersey
$1.84M +$849K +11,591 +49%
JIC
708
Johnson Investment Counsel
Ohio
$1.84M +$296K +4,047 +13%
FDS
709
First Dallas Securities
Texas
$1.83M +$2.08M +28,450 +441%
N
710
Natixis
France
$1.82M +$2.54M +34,722 New
BBA
711
Baader Bank Aktiengesellschaft
Germany
$1.82M +$195K +2,669 +8%
USAA
712
United Services Automobile Association
Texas
$1.81M -$1.62M -22,064 -39%
LW
713
Linscomb Wealth
Texas
$1.81M -$168K -2,297 -6%
WCBA
714
Weaver C. Barksdale & Associates
Tennessee
$1.8M +$523K +7,140 +26%
VI
715
Vestcor Inc
New Brunswick, Canada
$1.8M -$9.96K -136 -0.4%
VIM
716
VELA Investment Management
Ohio
$1.8M -$1.56M -21,260 -38%
CG
717
Caprock Group
Idaho
$1.79M +$2.5M +34,091 New
OFG
718
OTA Financial Group
New York
$1.78M +$2.49M +34,032 New
VFA
719
Voya Financial Advisors
Connecticut
$1.77M +$412K +5,623 +20%
FI
720
Fosun International
China
$1.76M -$510K -6,960 -17%
CTC
721
Central Trust Company
Missouri
$1.75M -$531K -7,257 -18%
MOS
722
MGO One Seven
Ohio
$1.75M +$956K +13,061 +64%
AIC
723
Aurora Investment Counsel
Georgia
$1.74M +$505K +6,900 +26%
RSVP
724
Ramsay Stattman Vela & Price
Colorado
$1.74M +$203K +2,775 +9%
RSC
725
Red Spruce Capital
Pennsylvania
$1.73M -$30.5K -416 -1%
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