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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
751
Empirical Wealth Management
Washington
$453K +$226K +5,185 +85%
OIM
752
Orca Investment Management
Oregon
$452K -$8.72K -200 -2%
ORI
753
Oak Ridge Investments
Illinois
$450K -$120K -2,748 -20%
IHL
754
Investment House LLC
California
$450K +$488K +11,205 New
AIM
755
Axiom Investment Management
New York
$449K +$12K +276 +3%
PJSIMP
756
P.J. Schmidt Investment Management (PJS)
Wisconsin
$449K +$58.8K +1,350 +14%
CCA
757
Checchi Capital Advisers
California
$446K +$52.9K +1,213 +12%
SC
758
SRB Corp
Massachusetts
$445K +$483K +11,076 New
CWM
759
Confluence Wealth Management
Oregon
$443K -$46.6K -1,069 -9%
UBG
760
United Bank (Georgia)
Georgia
$442K -$191K -4,378 -28%
CIM
761
CIM Investment Management
Pennsylvania
$442K +$19.8K +454 +4%
ASC
762
Atalanta Sosnoff Capital
New York
$439K – – –
MIP
763
Marietta Investment Partners
Wisconsin
$437K -$2.19M -50,182 -82%
NO
764
Ninety One
South Africa
$437K – – –
CC
765
Centiva Capital
New York
$437K +$47.7K +1,095 +11%
IIM
766
Ironwood Investment Management
Massachusetts
$433K +$30.6K +702 +7%
MF
767
Magnetar Financial
Illinois
$433K +$469K +10,769 New
BCM
768
Bayesian Capital Management
New York
$428K +$61K +1,400 +15%
RIA
769
Realta Investment Advisors
Delaware
$427K +$53.3K +1,224 +13%
BSW
770
Buckingham Strategic Wealth
Missouri
$426K +$462K +10,595 New
BOS
771
Bank of Stockton
California
$418K -$69K -1,584 -13%
AIC
772
Argus Investors Counsel
New York
$418K +$4.45K +102 +1%
FT
773
Fiduciary Trust
Massachusetts
$417K +$453K +10,384 New
CG
774
Colony Group
Massachusetts
$415K -$14.1K -323 -3%
IBOK
775
Independence Bank of Kentucky
Kentucky
$415K +$198K +4,550 +79%
29 30
31
32 33