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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CAI
851
Capital Advisors Inc
Oklahoma
$816K -$24K -348 -3%
LSAG
852
Lake Street Advisors Group
New Hampshire
$813K -$51K -740 -5%
CCM
853
Coldstream Capital Management
Washington
$813K +$170K +2,470 +24%
WP
854
WealthSource Partners
California
$811K -$102K -1,482 -10%
FFM
855
Forum Financial Management
Illinois
$811K +$2.35K +34 +0.3%
BMCM
856
Burns Matteson Capital Management
New York
$810K +$14.7K +213 +2%
WIS
857
Wright Investors Service
Connecticut
$808K +$882K +12,787 New
SG
858
Stonnington Group
California
$806K +$82.8K +1,200 +11%
QCG
859
Quadrant Capital Group
Ohio
$804K +$16.8K +243 +2%
ACS
860
Archford Capital Strategies
Illinois
$804K +$104K +1,510 +13%
CA
861
Continuum Advisory
Idaho
$802K +$592K +8,582 +209%
SAM
862
Summit Asset Management
Tennessee
$798K -$10.3K -150 -1%
SLF
863
Sun Life Financial
Ontario, Canada
$798K +$7.38K +107 +0.9%
BAS
864
Brown Advisory Securities
Maryland
$797K -$214K -3,101 -20%
WFA
865
West Financial Advisors
Iowa
$796K – – –
GAM
866
Gemmer Asset Management
California
$795K +$207 +3 +0%
WAS
867
WESPAC Advisors SoCal
California
$792K -$6K -87 -0.7%
HCM
868
Hall Capital Management
Rhode Island
$791K +$133K +1,931 +18%
EAM
869
Eagle Asset Management
Florida
$787K -$55.9K -811 -6%
SBH
870
Segall Bryant & Hamill
Illinois
$787K +$3.45K +50 +0.4%
HA
871
Hamel Associates
New Jersey
$787K +$565K +8,195 +192%
AT
872
Arden Trust
Delaware
$784K -$39.4K -571 -4%
VAS
873
Vestmark Advisory Solutions
Massachusetts
$781K +$150K +2,178 +21%
CPO
874
Cerity Partners OCIO
New York
$780K +$26.1K +378 +3%
DT
875
Diversified Trust
Tennessee
$779K +$32.7K +474 +4%
33 34
35
36 37