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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
NIA
726
Northstar Investment Advisors
Colorado
$273K – – –
PP
727
Prudential plc
United Kingdom
$270K -$6.81K -165 -2%
CAM
728
Congress Asset Management
Massachusetts
$268K -$6.11K -148 -2%
QT
729
Quantbot Technologies
New York
$268K +$272K +6,578 New
FMLI
730
Fukoku Mutual Life Insurance
Japan
$267K – – –
MCC
731
Malaga Cove Capital
California
$266K – – –
EWM
732
Evermay Wealth Management
Virginia
$265K – – –
AR
733
Advisory Research
Illinois
$262K +$266K +6,432 New
DWA
734
Douglass Winthrop Advisors
New York
$260K – – –
CWM
735
Concert Wealth Management
California
$260K +$413 +10 +0.2%
TCM
736
Traynor Capital Management
Pennsylvania
$255K -$378K -9,145 -59%
IA
737
IFP Advisors
Florida
$250K -$105K -2,539 -29%
FANJ
738
Financial Architects (New Jersey)
New Jersey
$249K +$82.6K +2,000 +49%
CIA
739
Choate Investment Advisors
Massachusetts
$248K – – –
GVT
740
Genesee Valley Trust
New York
$240K – – –
BIC
741
Beach Investment Counsel
Pennsylvania
$238K – – –
HWA
742
HCR Wealth Advisors
California
$238K +$241K +5,833 New
LIM
743
Leavell Investment Management
Alabama
$237K – – –
QIM
744
Quest Investment Management
Oregon
$235K – – –
GLA
745
Good Life Advisors
Pennsylvania
$235K +$246K +5,964 New
TC
746
Telemus Capital
Michigan
$234K +$237K +5,738 New
VST
747
Van Strum & Towne
California
$233K -$20.6K -500 -8%
MWM
748
Mascoma Wealth Management
New Hampshire
$230K -$17.1K -415 -7%
TI
749
Trexquant Investment
Connecticut
$230K +$233K +5,634 New
WB
750
WesBanco Bank
West Virginia
$228K -$80.2K -1,942 -26%
28 29
30
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