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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
876
West Financial Advisors
Iowa
$1.06M – – –
GAM
877
Gemmer Asset Management
California
$1.06M -$353K -4,014 -24%
CIA
878
Cascade Investment Advisors
Oregon
$1.06M -$45.9K -522 -4%
QCG
879
Quadrant Capital Group
Ohio
$1.05M +$40.9K +465 +4%
SLF
880
Sun Life Financial
Ontario, Canada
$1.05M -$36.7K -417 -3%
SBH
881
Segall Bryant & Hamill
Illinois
$1.04M – – –
LNB
882
Ledyard National Bank
$1.04M -$10.5M -119,300 -91%
TCM
883
Teza Capital Management
Illinois
$1.04M +$1.08M +12,316 New
HWA
884
HCR Wealth Advisors
California
$1.04M -$43.6K -496 -4%
PO
885
Private Ocean
California
$1.04M +$54.8K +623 +5%
CPC
886
Cookson Peirce & Co
Pennsylvania
$1.04M +$112K +1,272 +12%
ACM
887
Absolute Capital Management
Pennsylvania
$1.03M +$308K +3,500 +40%
EWM
888
Elmwood Wealth Management
California
$1.02M +$36.9K +420 +4%
SIM
889
Sentry Investment Management
Wisconsin
$1.02M +$1.07M +12,116 New
MME
890
Meag Munich Ergo
Germany
$1.02M +$451K +5,124 +76%
CPO
891
Cerity Partners OCIO
New York
$1.01M +$167K +1,901 +19%
SAI
892
Systematic Alpha Investments
New Jersey
$1M – – –
DT
893
Diversified Trust
Tennessee
$1M +$103K +1,171 +11%
PIA
894
Powell Investment Advisors
Florida
$990K +$2.11K +24 +0.2%
ICM
895
IMS Capital Management
Oregon
$989K – – –
FFC
896
First Financial Corp
Indiana
$987K -$19.7K -224 -2%
BEW
897
Burton Enright Welch
California
$985K +$1.03M +11,684 New
CYG
898
Clean Yield Group
Vermont
$983K +$11K +125 +1%
LWM
899
Loveless Wealth Management
Montana
$983K +$36.1K +410 +4%
SFA
900
Semmax Financial Advisors
North Carolina
$982K -$81.5K -927 -7%
34 35
36
37 38