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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
VDI
851
Vaughan David Investments
Illinois
$220K
VST
852
Van Strum & Towne
California
$219K -$59K -1,100 -21%
CPH
853
C Partners Holding
Switzerland
$218K -$89.8K -1,676 -29%
ST
854
Smithfield Trust
Pennsylvania
$218K +$127K +2,370 +131%
1WA
855
180 Wealth Advisors
Washington
$217K
RFA
856
Reilly Financial Advisors
California
$216K -$28.3K -528 -11%
CAW
857
Cornerstone Advisors (Washington)
Washington
$215K +$20.6K +384 +10%
TSS
858
Two Sigma Securities
New York
$213K +$219K +4,085 New
FCMT
859
Founders Capital Management (Texas)
Texas
$211K
DJSG
860
D.J. St. Germain
Massachusetts
$210K -$18.8K -350 -8%
LBG
861
Lloyds Banking Group
United Kingdom
$208K -$5.25K -98 -2%
SWA
862
Sutton Wealth Advisors
Florida
$207K
CP
863
Castleview Partners
Texas
$206K +$211K +3,939 New
NO
864
Ninety One
South Africa
$206K +$212K +3,954 New
Acadian Asset Management
865
Acadian Asset Management
Massachusetts
$205K +$15K +280 +8%
LFAS
866
Level Four Advisory Services
Texas
$202K +$207K +3,870 New
SGAM
867
Steinberg Global Asset Management
Florida
$202K +$208K +3,877 New
FANJ
868
Financial Architects (New Jersey)
New Jersey
$197K -$21.5K -401 -10%
MWM
869
Mascoma Wealth Management
New Hampshire
$191K -$54.9K -1,025 -22%
CLOS
870
Compagnie Lombard Odier SCmA
Switzerland
$188K +$187K +3,494 +3,296%
PAM
871
Paradigm Asset Management
New York
$188K
Qube Research & Technologies (QRT)
872
Qube Research & Technologies (QRT)
United Kingdom
$186K +$192K +3,575 New
AOWM
873
Alpha Omega Wealth Management
Virginia
$184K
YWP
874
YorkBridge Wealth Partners
New York
$179K
AF
875
Advisornet Financial
Minnesota
$173K -$9.38K -175 -5%