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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SSI
726
Scott & Selber Inc
Texas
$2.43M +$41.6K +563 +2%
RCA
727
Resonant Capital Advisors
Wisconsin
$2.43M +$50K +677 +2%
IAA
728
Independent Advisor Alliance
North Carolina
$2.43M +$373K +5,053 +18%
3IP
729
3Chopt Investment Partners
Virginia
$2.42M -$32.5K -440 -1%
LOAMS
730
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.41M -$118K -1,598 -5%
AIM
731
Anchor Investment Management
South Carolina
$2.4M +$159K +2,146 +7%
CTC
732
Cetera Trust Company
Minnesota
$2.38M -$208K -2,820 -8%
JIC
733
Johnson Investment Counsel
Ohio
$2.36M -$10.3K -139 -0.4%
KJHP
734
K.J. Harrison & Partners
Ontario, Canada
$2.35M -$1.81M -24,500 -43%
WCBA
735
Weaver C. Barksdale & Associates
Tennessee
$2.34M -$38.9K -527 -2%
WF
736
WoodTrust Financial
Wisconsin
$2.33M -$14.8K -200 -0.6%
CIA
737
Cascade Investment Advisors
Oregon
$2.32M -$13.7K -185 -0.6%
JFG
738
Jefferies Financial Group
New York
$2.32M +$1.88M +25,436 +424%
CRM
739
Cramer Rosenthal McGlynn
Connecticut
$2.31M -$998K -13,513 -30%
MS
740
Maven Securities
Jersey
$2.3M +$1.71M +23,133 +288%
ADIM
741
Alpha DNA Investment Management
Maryland
$2.28M +$958K +12,973 +72%
WOC
742
West Oak Capital
California
$2.28M +$98.2K +1,330 +4%
RGI
743
River Global Investors
United Kingdom
$2.28M -$192K -2,594 -8%
CNBT
744
Canandaigua National Bank & Trust
New York
$2.27M -$111K -1,506 -5%
TCPW
745
Twin City Private Wealth
North Carolina
$2.26M +$284K +3,848 +14%
PWP
746
Private Wealth Partners
California
$2.24M -$254K -3,442 -10%
SW
747
Simplicity Wealth
New Jersey
$2.24M +$322K +4,364 +17%
MYIA
748
Mount Yale Investment Advisors
Colorado
$2.24M -$104K -1,407 -4%
AIC
749
Argus Investors Counsel
New York
$2.23M +$249K +3,377 +13%
MMA
750
Miracle Mile Advisors
California
$2.22M -$16.8K -227 -0.7%
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30
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