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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
726
O'Shaughnessy Asset Management
Connecticut
$1.98M +$521K +9,952 +40%
USAA
727
United Services Automobile Association
Texas
$1.97M +$9.06K +173 +0.5%
VIM
728
VELA Investment Management
Ohio
$1.97M +$24.4K +465 +1%
AC
729
Annandale Capital
Texas
$1.96M +$183K +3,500 +11%
GF
730
Gabelli Funds
New York
$1.96M -$14.6M -277,960 -89%
FA
731
FDx Advisors
Illinois
$1.95M +$892K +17,033 +98%
VI
732
Vestcor Inc
New Brunswick, Canada
$1.94M -$3.4K -65 -0.2%
LW
733
Linscomb Wealth
Texas
$1.94M -$12.2K -232 -0.7%
LIA
734
LS Investment Advisors
Michigan
$1.94M +$148K +2,827 +9%
IA
735
IFG Advisory
Georgia
$1.94M +$1.54M +29,382 +617%
AIMCA
736
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.92M -$6.02M -114,949 -77%
LFG
737
Lazard Frères Gestion
France
$1.92M -$40.4K -771 -2%
CA
738
CoreCap Advisors
Michigan
$1.91M +$1.77M +33,777 New
GCWM
739
Graham Capital Wealth Management
District of Columbia
$1.9M +$1.76M +33,596 New
CWM
740
Cabot Wealth Management
Massachusetts
$1.9M +$741K +14,150 +73%
FI
741
Fosun International
China
$1.9M – – –
CTC
742
Central Trust Company
Missouri
$1.89M -$3.51K -67 -0.2%
RSVP
743
Ramsay Stattman Vela & Price
Colorado
$1.87M -$7.07K -135 -0.4%
SAM
744
Silvercrest Asset Management
New York
$1.86M +$500K +9,554 +41%
BBA
745
Baader Bank Aktiengesellschaft
Germany
$1.86M -$124K -2,375 -7%
MOS
746
MGO One Seven
Ohio
$1.84M -$43.8K -837 -3%
RCA
747
Resonant Capital Advisors
Wisconsin
$1.84M +$39.4K +752 +2%
BFA
748
Buttonwood Financial Advisors
Maryland
$1.83M +$1.3M +24,821 +329%
WCBA
749
Weaver C. Barksdale & Associates
Tennessee
$1.83M -$113K -2,152 -6%
AWM
750
Avitas Wealth Management
California
$1.83M -$4.14K -79 -0.2%
28 29
30
31 32