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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
826
Valeo Financial Advisors
Indiana
$940K -$542K -7,860 -35%
SDIC
827
South Dakota Investment Council
South Dakota
$932K +$1.02M +14,750 New
KF
828
Krilogy Financial
Missouri
$929K +$20.2K +293 +2%
CGL
829
Clarius Group LLC
Washington
$928K +$97.2K +1,409 +11%
RA
830
Royce & Associates
New York
$927K – – –
SIA
831
Schechter Investment Advisors
Michigan
$926K +$24.3K +352 +2%
CCP
832
Carmel Capital Partners
California
$924K +$29.7K +430 +3%
KFA
833
Kelleher Financial Advisors
New York
$924K +$1.01M +14,638 New
UCI
834
Uncommon Cents Investing
Wisconsin
$922K – – –
CNWM
835
Clay Northam Wealth Management
California
$921K -$207 -3 -0%
CCA
836
Checchi Capital Advisers
California
$916K -$99.7K -1,445 -10%
MJRIC
837
Mogy Joel R Investment Counsel
California
$906K – – –
KFP
838
KB Financial Partners
New Jersey
$896K -$2.62K -38 -0.3%
LWAM
839
Legacy Wealth Asset Management
Minnesota
$894K +$6.48K +94 +0.7%
SFA
840
Sequoia Financial Advisors
Ohio
$892K +$72.7K +1,054 +8%
WEG
841
World Equity Group
Illinois
$888K +$17.7K +257 +2%
CFB
842
Cullen/Frost Bankers
Texas
$881K -$8.76K -127 -0.9%
NIMI
843
Natixis Investment Managers International
France
$873K -$1.15M -16,747 -55%
BL
844
Balentine LLC
Georgia
$870K -$288K -4,182 -23%
BPCA
845
Bank Pictet & Cie (Asia)
Singapore
$870K -$189K -2,743 -17%
PFA
846
Professional Financial Advisors
Nebraska
$847K +$25.2K +365 +3%
BP
847
Ballentine Partners
Massachusetts
$831K +$4.34K +63 +0.5%
BDWM
848
Brewin Dolphin Wealth Management
Ireland
$831K +$908K +13,160 New
AWM
849
Avior Wealth Management
Nebraska
$830K +$244K +3,534 +37%
EWM
850
Evermay Wealth Management
Virginia
$818K -$12.6K -183 -1%
32 33
34
35 36