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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
751
O'Shaughnessy Asset Management
Connecticut
$1.04M +$30.4K +426 +3%
S
752
SignatureFD
Georgia
$1.04M +$78.6K +1,101 +8%
WS
753
Wedbush Securities
California
$1.03M -$9K -126 -0.9%
SIA
754
SkyView Investment Advisors
New Jersey
$1.03M +$1.01M +14,142 New
AWM
755
Avior Wealth Management
Nebraska
$1.02M -$79.6K -1,114 -7%
SIM
756
Sentry Investment Management
Wisconsin
$1.01M +$991K +13,874 New
PTP
757
Platform Technology Partners
New York
$1.01M -$48.9K -684 -5%
TMAM
758
Tokio Marine Asset Management
Japan
$1M +$119K +1,666 +14%
EWA
759
EP Wealth Advisors
California
$985K -$61.4K -860 -6%
HWA
760
HCR Wealth Advisors
California
$983K -$12.8K -179 -1%
CIA
761
Cascade Investment Advisors
Oregon
$982K -$1.03M -14,355 -52%
TAM
762
Trust Asset Management
Texas
$980K +$69.8K +978 +8%
OQS
763
Occudo Quantitative Strategies
Florida
$977K +$334K +4,682 +54%
SAI
764
Systematic Alpha Investments
New Jersey
$976K +$16K +224 +2%
FA
765
FDx Advisors
Illinois
$968K -$12.6K -177 -1%
EAM
766
Eagle Asset Management
Florida
$963K +$73.6K +1,030 +8%
CAM
767
Connacht Asset Management
New York
$962K +$943K +13,209 New
CPIG
768
Chicago Partners Investment Group
Illinois
$961K -$69.3K -970 -8%
CCA
769
Checchi Capital Advisers
California
$955K +$22.6K +316 +2%
TRCT
770
Tower Research Capital (TRC)
New York
$951K -$2.15M -30,081 -70%
LSAG
771
Lake Street Advisors Group
New Hampshire
$940K +$338K +4,735 +58%
GBT
772
Grove Bank & Trust
Florida
$935K -$8.21K -115 -0.9%
CAI
773
Capital Advisors Inc
Oklahoma
$933K +$500 +7 +0.1%
BCM
774
Brown Capital Management
Maryland
$928K -$321K -4,501 -26%
CGL
775
Clarius Group LLC
Washington
$925K +$41.9K +586 +5%
29 30
31
32 33