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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
826
Independent Advisor Alliance
North Carolina
$300K -$226K -5,009 -42%
QCM
827
Quadrant Capital Management
New Jersey
$300K +$317K +7,015 New
CGL
828
Clarius Group LLC
Washington
$300K +$317K +7,023 New
GIP
829
Greatmark Investment Partners
Georgia
$299K – – –
RTC
830
Riverview Trust Company
Washington
$298K – – –
OCG
831
Opus Capital Group
Ohio
$297K – – –
QCG
832
Quadrant Capital Group
Ohio
$296K +$92.5K +2,048 +39%
KA
833
Klingman & Associates
New York
$295K – – –
NA
834
NewEdge Advisors
Louisiana
$294K +$310K +6,868 New
SA
835
Strategic Advisors
New York
$291K -$25K -553 -8%
SBSB
836
Sullivan, Bruyette, Speros & Blaney
Virginia
$291K +$307K +6,808 New
JFM
837
Jackson Financial Management
California
$288K +$304K +6,738 New
DI
838
Diligent Investors
California
$287K -$3.61K -80 -1%
NB
839
NBT Bank
New York
$286K -$4.51K -100 -1%
WI
840
Wintrust Investments
Illinois
$285K +$301K +6,670 New
SWP
841
Stratos Wealth Partners
Ohio
$284K -$9.89K -219 -3%
WAS
842
WESPAC Advisors SoCal
California
$283K – – –
TC
843
Telemus Capital
Michigan
$282K +$19.3K +428 +7%
RMDI
844
R.M. Davis Inc
Maine
$281K -$1.63K -36 -0.5%
FMLI
845
Fukoku Mutual Life Insurance
Japan
$280K – – –
VC
846
Vestor Capital
Illinois
$280K +$295K +6,542 New
SFG
847
SNS Financial Group
Minnesota
$277K – – –
FIM
848
Freedom Investment Management
Connecticut
$272K -$47.8K -1,059 -14%
GCP
849
GSA Capital Partners
United Kingdom
$270K +$285K +6,306 New
CA
850
Commerzbank Aktiengesellschaft
Germany
$268K -$692K -15,333 -71%
32 33
34
35 36