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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FP
726
FDO Partners
Massachusetts
$294K +$279K +6,718 New
Wolverine Trading
727
Wolverine Trading
Illinois
$293K -$478K -11,512 -63%
WAS
728
WESPAC Advisors SoCal
California
$293K
VFA
729
Valeo Financial Advisors
Indiana
$293K +$278K +6,691 New
PA
730
Parallel Advisors
California
$291K -$6.93K -167 -2%
VFA
731
Voya Financial Advisors
Connecticut
$287K -$20.8K -500 -7%
TCM
732
Traynor Capital Management
Pennsylvania
$286K -$249 -6 -0.1%
FMLI
733
Fukoku Mutual Life Insurance
Japan
$286K
CG
734
Caprock Group
Idaho
$286K +$49.4K +1,190 +22%
DWA
735
Douglass Winthrop Advisors
New York
$285K +$6.39K +154 +2%
DZ Bank
736
DZ Bank
Germany
$284K
VNA
737
Valley National Advisers
Pennsylvania
$282K -$20.2K -486 -7%
BCM
738
BTR Capital Management
California
$281K -$36.4K -877 -12%
CPA
739
Court Place Advisors
Maryland
$281K -$20.8K -500 -7%
WG
740
Winton Group
United Kingdom
$280K -$89.8K -2,163 -25%
WKWM
741
Walter & Keenan Wealth Management
Indiana
$276K -$145K -3,500 -36%
TC
742
Telemus Capital
Michigan
$276K -$11K -266 -4%
MBT
743
Montecito Bank & Trust
California
$272K -$4.15K -100 -2%
GLA
744
Good Life Advisors
Pennsylvania
$270K
BG
745
Bahl & Gaynor
Ohio
$269K -$70.6K -1,700 -22%
SPC
746
Stewart & Patten Company
California
$268K +$255K +6,130 New
CIA
747
Choate Investment Advisors
Massachusetts
$267K +$1.04K +25 +0.4%
CCM
748
Compton Capital Management
Rhode Island
$263K +$250K +6,010 New
CAN
749
Cetera Advisor Networks
California
$259K -$10.4K -250 -4%
CS
750
Credential Securities
$258K +$8.93K +215 +4%