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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
776
Menard Financial Group
Texas
$525K +$487K +11,040 New
GAM
777
Gotham Asset Management
New York
$524K +$16K +363 +3%
CG
778
Colony Group
Massachusetts
$521K -$12.7K -289 -3%
LCM
779
Logan Capital Management
Pennsylvania
$521K -$8.15K -185 -2%
LOAMS
780
Lombard Odier Asset Management (Switzerland)
Switzerland
$520K +$204K +4,621 +73%
JWM
781
Jackson Wealth Management
Florida
$520K +$485K +11,000 New
CC
782
Cannell & Co
New York
$515K – – –
AIM
783
Aspen Investment Management
Michigan
$513K -$22K -500 -4%
AA
784
Apriem Advisors
California
$511K – – –
WI
785
WBI Investments
New Jersey
$510K +$472K +10,714 New
ORI
786
Oak Ridge Investments
Illinois
$501K -$20.4K -462 -4%
HIIFS
787
Harel Insurance Investments & Financial Services
Israel
$501K +$406K +9,211 +696%
UB
788
UMB Bank
Missouri
$497K -$283K -6,424 -38%
NA
789
NewEdge Advisors
Louisiana
$497K -$1.15K -26 -0.2%
SPIA
790
Steward Partners Investment Advisory
New York
$494K -$983K -22,305 -68%
LA
791
LVW Advisors
New York
$494K -$53.8K -1,220 -11%
PTP
792
Platform Technology Partners
New York
$491K +$455K +10,331 New
AIM
793
Axiom Investment Management
New York
$486K +$132 +3 +0%
QCG
794
Quadrant Capital Group
Ohio
$486K +$24K +545 +5%
PWLP
795
Prio Wealth Limited Partnership
Massachusetts
$484K -$39.1K -887 -8%
USGIU
796
U.S. Global Investors (USGI)
Texas
$474K – – –
SFA
797
Semmax Financial Advisors
North Carolina
$474K +$42.4K +963 +11%
FCI
798
Financial Counselors Inc
Kansas
$472K +$52.3K +1,187 +14%
CIM
799
CIM Investment Management
Pennsylvania
$470K – – –
B
800
Bailard
California
$468K +$433K +9,833 New
30 31
32
33 34