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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
701
HF Advisory Group
Maryland
$2.7M +$426K +6,474 +21%
ERSOT
702
Employees Retirement System of Texas
Texas
$2.69M -$1.61M -24,500 -40%
LIA
703
LS Investment Advisors
Michigan
$2.69M +$208K +3,156 +9%
IHL
704
Investment House LLC
California
$2.69M -$494K -7,495 -17%
STA
705
Summit Trail Advisors
New York
$2.68M +$369K +5,599 +18%
NIM
706
NEOS Investment Management
Connecticut
$2.65M +$1.03M +15,622 +74%
WCM
707
Wunderlich Capital Managemnt
Tennessee
$2.63M -$129K -1,952 -5%
AF
708
Allworth Financial
California
$2.62M +$673K +10,220 +39%
OLA
709
Oliver Luxxe Assets
New Jersey
$2.61M +$42.9K +652 +2%
HG
710
Herbst Group
Connecticut
$2.61M -$701K -10,650 -23%
1WA
711
180 Wealth Advisors
Washington
$2.58M +$227K +3,453 +11%
CICI
712
Capital Investment Counsel Inc
North Carolina
$2.56M -$84K -1,275 -3%
JC
713
JB Capital
Connecticut
$2.56M +$225K +3,416 +11%
LW
714
Linscomb Wealth
Texas
$2.55M -$9.48K -144 -0.4%
CTC
715
Cetera Trust Company
Minnesota
$2.54M -$9.88K -150 -0.4%
MYLI
716
Meiji Yasuda Life Insurance
Japan
$2.53M +$54.1K +821 +2%
FPGT
717
Financial Partners Group (Tennessee)
Tennessee
$2.51M -$88.7K -1,347 -4%
SAM
718
Silvercrest Asset Management
New York
$2.51M -$141K -2,138 -6%
CPIG
719
Chicago Partners Investment Group
Illinois
$2.49M +$56.3K +855 +3%
LOAMS
720
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.48M +$1.47M +22,320 +186%
CT
721
Colonial Trust
South Carolina
$2.48M +$5.93K +90 +0.3%
AIMCA
722
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.45M -$1.34M -20,325 -37%
PWP
723
Private Wealth Partners
California
$2.45M -$145K -2,195 -6%
IA
724
IFG Advisory
Georgia
$2.45M -$4.48K -68 -0.2%
NSEDCP
725
NJ State Employees Deferred Compensation Plan
New Jersey
$2.45M – – –
27 28
29
30 31