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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
876
RiverPark Advisors
New York
$2.41M – – –
AGWCA
877
Annis Gardner Whiting Capital Advisors
Florida
$2.4M +$796K +8,385 +50%
TYCC
878
Texas Yale Capital Corp
Florida
$2.4M +$38K +400 +2%
IAS
879
Investment Advisory Services
Texas
$2.39M -$19.6K -206 -0.8%
MYLI
880
Meiji Yasuda Life Insurance
Japan
$2.39M +$8.35K +88 +0.4%
NG
881
Norden Group
Utah
$2.39M +$35.4K +373 +2%
WIS
882
Wright Investors Service
Connecticut
$2.38M +$680K +7,159 +40%
SWP
883
Strategic Wealth Partners
Ohio
$2.36M -$48.7K -513 -2%
CIG
884
Cullen Investment Group
Louisiana
$2.34M +$28.6K +301 +1%
JWA
885
JFS Wealth Advisors
Pennsylvania
$2.34M -$42.1K -444 -2%
IWC
886
Integrated Wealth Concepts
Massachusetts
$2.34M +$384K +4,050 +20%
DAS
887
Dynamic Advisor Solutions
Arizona
$2.33M +$515K +5,428 +29%
AIM
888
Aspen Investment Management
Michigan
$2.33M -$10.1K -106 -0.4%
GP
889
Greenline Partners
New York
$2.32M -$69.3K -730 -3%
CCP
890
Carmel Capital Partners
California
$2.32M -$645K -6,792 -22%
AWP
891
Ascent Wealth Partners
New York
$2.31M +$18.4K +194 +0.8%
AA
892
Ancora Advisors
Ohio
$2.31M -$140K -1,479 -6%
MJP
893
Michael J. Puzo
$2.28M +$581K +6,125 +34%
AL
894
Aspiriant LLC
California
$2.27M -$94.3K -993 -4%
UB
895
UMB Bank
Missouri
$2.26M +$221K +2,332 +11%
CTA
896
Chesley Taft & Associates
Illinois
$2.25M -$1.33K -14 -0.1%
SI
897
Stephens Inc
Arkansas
$2.24M -$85.2K -898 -4%
PA
898
Pinnacle Associates
New York
$2.23M +$4.84K +51 +0.2%
TAM
899
Tealwood Asset Management
Minnesota
$2.23M -$117K -1,228 -5%
1SB
900
1ST Source Bank
Indiana
$2.23M -$29.4K -310 -1%
34 35
36
37 38