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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
VDI
726
Vaughan David Investments
Illinois
$2.9M -$1.05M -13,360 -27%
ECM
727
Everence Capital Management
Indiana
$2.85M +$104K +1,320 +4%
DLCIG
728
D.L. Carlson Investment Group
New Hampshire
$2.82M -$25.3K -322 -0.9%
CIA
729
Choate Investment Advisors
Massachusetts
$2.82M -$5.18K -66 -0.2%
GAM
730
Groupama Asset Management
France
$2.81M +$264K +3,368 +10%
WB
731
Webster Bank
Connecticut
$2.81M +$21.7K +277 +0.8%
MSR
732
Main Street Research
Connecticut
$2.77M -$64.7K -824 -2%
DS
733
DRW Securities
Illinois
$2.76M +$1.76M +22,366 +173%
MYIA
734
Mount Yale Investment Advisors
Colorado
$2.76M +$506K +6,446 +22%
TPA
735
Trivium Point Advisory
Connecticut
$2.72M +$2.19M +27,862 +408%
CRI
736
Commonwealth Retirement Investments
Virginia
$2.71M +$193K +2,455 +8%
SC
737
Skylands Capital
Wisconsin
$2.71M +$334K +4,250 +14%
SF
738
Summit Financial
New Jersey
$2.71M -$65.7K -837 -2%
SCI
739
Stableford Capital II
Arizona
$2.69M +$1.02K +13 +0%
CWM
740
Compass Wealth Management
Connecticut
$2.68M -$125K -1,598 -4%
HAG
741
HighPoint Advisor Group
Illinois
$2.68M -$109K -1,390 -4%
JIC
742
Johnson Investment Counsel
Ohio
$2.66M +$77.3K +985 +3%
GGI
743
GPM Growth Investors
Michigan
$2.65M -$6.44K -82 -0.2%
NSEDCP
744
NJ State Employees Deferred Compensation Plan
New Jersey
$2.65M – – –
OIAM
745
OFI Invest Asset Management
France
$2.64M +$692K +8,811 +32%
CNBT
746
Canandaigua National Bank & Trust
New York
$2.64M +$41.9K +534 +2%
PWM
747
Power Wealth Management
Georgia
$2.64M +$110K +1,399 +4%
CWM
748
Chemistry Wealth Management
New York
$2.63M -$29.3K -373 -1%
AF
749
Allworth Financial
California
$2.63M +$99.2K +1,264 +4%
WOC
750
West Oak Capital
California
$2.62M -$90.3K -1,150 -3%
28 29
30
31 32