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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
726
DAGCO Inc
Ohio
$394K -$27.3K -650 -5%
PIA
727
Powell Investment Advisors
Florida
$394K – – –
SC
728
SRB Corp
Massachusetts
$390K – – –
ECM
729
Evergreen Capital Management
Washington
$389K +$18.8K +447 +4%
CIM
730
CIM Investment Management
Pennsylvania
$386K +$66.6K +1,586 +16%
AA
731
Apriem Advisors
California
$385K +$29.2K +695 +6%
PTP
732
Platform Technology Partners
New York
$385K +$47.4K +1,129 +11%
CGL
733
Clarius Group LLC
Washington
$380K +$162K +3,855 +52%
CANY
734
Caxton Associates (New York)
New York
$380K +$475K +11,307 New
SFA
735
Semmax Financial Advisors
North Carolina
$375K +$49.9K +1,189 +12%
UR
736
USCA RIA
Texas
$372K +$464K +11,060 New
RIA
737
Realta Investment Advisors
Delaware
$370K -$127K -3,038 -22%
LCM
738
Logan Capital Management
Pennsylvania
$368K – – –
ABC
739
Associated Banc-Corp
Wisconsin
$366K -$43.5K -1,037 -9%
NO
740
Ninety One
South Africa
$366K – – –
CC
741
Cannell & Co
New York
$364K – – –
TH
742
TCTC Holdings
Texas
$360K -$78.9K -1,880 -15%
B
743
Bailard
California
$358K +$33.8K +806 +8%
DIA
744
Davidson Investment Advisors
Montana
$356K -$20.1K -480 -4%
LCM
745
Liberty Capital Management
Michigan
$355K -$714K -17,004 -62%
WCF
746
West Coast Financial
California
$352K -$8.75M -208,534 -95%
AIM
747
Aspen Investment Management
Michigan
$352K -$12.6K -300 -3%
SMC
748
Smith, Moore & Co
Missouri
$352K +$109K +2,602 +33%
APA
749
American Portfolios Advisors
New York
$351K -$34.4K -820 -7%
PWM
750
Perigon Wealth Management
California
$350K +$43.4K +1,033 +12%
28 29
30
31 32