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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ORI
726
Oak Ridge Investments
Illinois
$460K -$7.87K -195 -2%
CCA
727
Checchi Capital Advisers
California
$459K -$4.32K -107 -1%
CA
728
Commerzbank Aktiengesellschaft
Germany
$459K +$443K +10,964 New
FT
729
Fiduciary Trust
Massachusetts
$456K +$21K +521 +5%
NO
730
Ninety One
South Africa
$455K – – –
CC
731
Cannell & Co
New York
$453K +$437K +10,829 New
EWM
732
Elmwood Wealth Management
California
$452K -$69.7K -1,726 -14%
APA
733
American Portfolios Advisors
New York
$451K -$101K -2,496 -19%
AA
734
Apriem Advisors
California
$449K +$145K +3,600 +50%
GAM
735
Gotham Asset Management
New York
$446K -$1.93M -47,808 -82%
LB
736
Legacy Bridge
Iowa
$446K -$24.2K -600 -5%
VCM
737
Virtue Capital Management
Tennessee
$446K +$430K +10,655 New
NA
738
NewEdge Advisors
Louisiana
$438K +$423K +10,489 New
AIM
739
Axiom Investment Management
New York
$428K -$33.5K -829 -7%
SIM
740
Stratos Investment Management
Ohio
$425K +$54.4K +1,348 +15%
UCFA
741
United Capital Financial Advisors
Texas
$418K -$1.29M -31,923 -76%
AIA
742
Avalon Investment & Advisory
Texas
$418K +$403K +9,992 New
USGIU
743
U.S. Global Investors (USGI)
Texas
$417K +$402K +9,968 New
CIM
744
CIM Investment Management
Pennsylvania
$414K -$45K -1,115 -10%
FFN
745
Focus Financial Network
Minnesota
$414K +$26.5K +656 +7%
CWM
746
Confluence Wealth Management
Oregon
$412K -$47.8K -1,184 -11%
CG
747
Caprock Group
Idaho
$410K +$396K +9,805 New
QCG
748
Quadrant Capital Group
Ohio
$409K +$40.8K +1,012 +11%
CCP
749
Corient Capital Partners
California
$408K +$167K +4,126 +73%
IAA
750
Independent Advisor Alliance
North Carolina
$403K +$33.7K +835 +9%
28 29
30
31 32