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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
726
Smith, Moore & Co
Missouri
$390K +$5.29K +152 +1%
TH
727
TCTC Holdings
Texas
$388K – – –
CBT
728
Central Bank & Trust
Kentucky
$387K +$487 +14 +0.1%
AT
729
Arden Trust
Delaware
$384K +$4.21K +121 +1%
FCI
730
Financial Counselors Inc
Kansas
$381K -$360K -10,359 -50%
KJWM
731
Kiley Juergens Wealth Management
Washington
$380K -$151K -4,345 -29%
RG
732
Rathbones Group
United Kingdom
$378K -$130K -3,750 -26%
RI
733
Ridgewood Investments
New Jersey
$377K +$362K +10,399 New
LOAME
734
Lombard Odier Asset Management (Europe)
United Kingdom
$374K – – –
WS
735
Wedbush Securities
California
$373K -$38.1K -1,094 -10%
PO
736
Private Ocean
California
$371K -$242K -6,952 -40%
AIM
737
Aspen Investment Management
Michigan
$369K +$174 +5 +0%
SLAM
738
Swiss Life Asset Management
$369K -$182K -5,231 -34%
ORI
739
Oak Ridge Investments
Illinois
$366K -$9.05K -260 -3%
PIMG
740
Patriot Investment Management Group
Tennessee
$366K +$47.8K +1,374 +16%
CG
741
Colony Group
Massachusetts
$364K +$348 +10 +0.1%
BP
742
Ballentine Partners
Massachusetts
$360K -$5.29K -152 -2%
EF
743
Empirical Finance
Pennsylvania
$355K +$71.6K +2,057 +27%
EI
744
Ethic Inc
New York
$355K +$341K +9,804 New
LCM
745
Logan Capital Management
Pennsylvania
$352K -$15K -430 -4%
P
746
Pitcairn
Pennsylvania
$350K -$552K -15,859 -62%
PFM
747
Parsec Financial Management
North Carolina
$349K +$68.1K +1,958 +26%
DI
748
DAGCO Inc
Ohio
$347K -$45.2K -1,300 -12%
LWM
749
Loveless Wealth Management
Montana
$347K -$3.48K -100 -1%
RWB
750
RMR Wealth Builders
New Jersey
$347K +$14.8K +424 +5%
28 29
30
31 32