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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
826
Park Avenue Securities
New York
$1.81M +$101K +1,750 +7%
IIC
827
Integrated Investment Consultants
Michigan
$1.81M +$296K +5,117 +24%
HSA
828
HBK Sorce Advisory
Pennsylvania
$1.8M -$9.64K -167 -0.6%
PAM
829
Palisade Asset Management
Minnesota
$1.79M -$173 -3 -0%
HNB
830
Huntington National Bank
Ohio
$1.79M -$341K -5,896 -18%
PAM
831
Panagora Asset Management
Massachusetts
$1.79M +$2.66K +46 +0.2%
S
832
SignatureFD
Georgia
$1.79M -$13.1K -226 -0.9%
AF
833
Allworth Financial
California
$1.79M +$436K +7,550 +41%
NI
834
Nuance Investments
Missouri
$1.78M -$2.11M -36,517 -59%
WA
835
Waverly Advisors
Alabama
$1.77M +$1.26M +21,873 +572%
WC
836
Wynn Capital
Georgia
$1.76M +$1.48M +25,653 New
BG
837
Bollard Group
Massachusetts
$1.75M -$7.28K -126 -0.5%
TAM
838
Tealwood Asset Management
Minnesota
$1.75M +$113K +1,964 +8%
GAM
839
Gotham Asset Management
New York
$1.75M -$34.9K -605 -2%
OIA
840
OneDigital Investment Advisors
Kansas
$1.74M +$662K +11,471 +83%
EF
841
Empowered Funds
Pennsylvania
$1.74M +$45K +779 +3%
CTA
842
Chesley Taft & Associates
Illinois
$1.74M +$114K +1,970 +8%
HI
843
Horizon Investments
North Carolina
$1.73M +$869K +15,053 +147%
FFG
844
Frisch Financial Group
New York
$1.73M -$523K -9,048 -26%
IR
845
IAT Reinsurance
New York
$1.72M – – –
WP
846
Waycross Partners
Kentucky
$1.72M – – –
VVP
847
Venture Visionary Partners
Ohio
$1.72M -$972K -16,826 -40%
CIA
848
Cape Investment Advisory
Georgia
$1.72M +$40.7K +705 +3%
DEA
849
DoubleLine ETF Adviser
Florida
$1.72M +$117K +2,033 +9%
IAA
850
Independent Advisor Alliance
North Carolina
$1.71M +$58.7K +1,016 +4%
32 33
34
35 36