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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
726
Steward Partners Investment Advisory
New York
$761K -$61.6K -1,361 -9%
PPCM
727
Pillar Pacific Capital Management
California
$760K – – –
DAM
728
Doheny Asset Management
California
$727K +$621K +13,715 New
4WM
729
44 Wealth Management
Oregon
$718K +$613K +13,533 New
ATWA
730
Arbor Trust Wealth Advisors
Michigan
$714K +$28K +618 +5%
PTP
731
Platform Technology Partners
New York
$694K +$95.7K +2,113 +19%
GBT
732
Grove Bank & Trust
Florida
$690K +$18K +398 +3%
CAI
733
Capital Advisors Inc
Oklahoma
$689K +$52.7K +1,163 +10%
CAM
734
Cozad Asset Management
Illinois
$686K -$104K -2,306 -15%
ACM
735
AlphaCrest Capital Management
New York
$685K +$585K +12,914 New
CCA
736
Checchi Capital Advisers
California
$683K +$172K +3,792 +42%
PO
737
Private Ocean
California
$682K +$118K +2,611 +25%
SAM
738
Summit Asset Management
Tennessee
$680K -$19.7K -435 -3%
AA
739
Apriem Advisors
California
$679K -$24.2K -534 -4%
AFG
740
Albion Financial Group
Utah
$679K – – –
EF
741
Empirical Finance
Pennsylvania
$677K +$135K +2,978 +30%
P
742
Pitcairn
Pennsylvania
$676K +$139K +3,070 +32%
FTDI
743
First Trust Direct Indexing
Massachusetts
$676K +$577K +12,749 New
FFG
744
Frisch Financial Group
New York
$674K +$576K +12,714 New
AIM
745
Aspen Investment Management
Michigan
$669K +$109K +2,408 +24%
CYG
746
Clean Yield Group
Vermont
$660K -$20.4K -450 -3%
RIL
747
Rothschild Investment LLC
Illinois
$658K -$10.2K -225 -2%
CG
748
Caprock Group
Idaho
$656K +$35.5K +784 +7%
HAM
749
Hyperion Asset Management
Australia
$652K – – –
CSS
750
Cubist Systematic Strategies
Connecticut
$652K +$66.4K +1,467 +14%
28 29
30
31 32