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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TH
851
TCTC Holdings
Texas
$926K – – –
MAM
852
Morse Asset Management
Connecticut
$925K +$80.9K +1,000 +10%
VCM
853
Violich Capital Management
California
$923K +$5.26K +65 +0.6%
STA
854
Summit Trail Advisors
New York
$923K +$887K +10,969 New
AA
855
Apriem Advisors
California
$922K -$16.2K -200 -2%
FMBTD
856
First Midwest Bank Trust Division
Illinois
$918K +$18.4K +227 +2%
HCA
857
Hyperion Capital Advisors
New York
$917K – – –
HR
858
Hardy Reed
Mississippi
$911K – – –
OPCM
859
Osborne Partners Capital Management
California
$903K – – –
RIA
860
Realta Investment Advisors
Delaware
$902K -$57.8K -714 -6%
DA
861
DCM Advisors
New York
$901K -$407K -5,033 -32%
CCM
862
Coldstream Capital Management
Washington
$901K +$867K +10,718 New
DT
863
Diversified Trust
Tennessee
$899K +$92.6K +1,145 +12%
KJWM
864
Kiley Juergens Wealth Management
Washington
$893K -$7.85K -97 -0.9%
AWA
865
Arkadios Wealth Advisors
Georgia
$889K -$18.8K -233 -2%
EMG
866
ETF Managers Group
New Jersey
$889K +$40.5K +501 +5%
KA
867
Kovack Advisors
Florida
$889K +$42.1K +520 +5%
IA
868
IFP Advisors
Florida
$887K +$34.6K +428 +4%
VFA
869
Voya Financial Advisors
Connecticut
$876K +$82.2K +1,016 +11%
SFA
870
Sequoia Financial Advisors
Ohio
$876K +$843K +10,416 New
CPIG
871
Chicago Partners Investment Group
Illinois
$870K -$153K -1,894 -16%
EN1L
872
Engine No 1 LLC
California
$865K +$178K +2,204 +27%
GIP
873
Greatmark Investment Partners
Georgia
$850K – – –
CPO
874
Cerity Partners OCIO
New York
$847K +$88.5K +1,094 +12%
CAG
875
Compass Advisory Group
New York
$841K – – –
33 34
35
36 37