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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
901
Coastline Trust
Rhode Island
$2.49M -$346K -3,532 -12%
RWA
902
Roberts Wealth Advisors
California
$2.48M +$334K +3,404 +15%
HIS
903
Horizon Investment Services
Indiana
$2.45M +$100K +1,022 +4%
AA
904
Ancora Advisors
Ohio
$2.43M +$62.1K +633 +3%
WCA
905
Westover Capital Advisors
Delaware
$2.43M +$431K +4,398 +21%
MC
906
Machina Capital
France
$2.42M -$768K -7,831 -23%
CAM
907
Columbia Asset Management
Michigan
$2.42M +$8.04K +82 +0.3%
JSL
908
JT Stratford LLC
Georgia
$2.41M +$624K +6,360 +33%
NED
909
Nancy E. Dempze
$2.41M +$528K +5,382 +27%
AWP
910
Ascent Wealth Partners
New York
$2.41M +$135K +1,377 +6%
SIC
911
Salem Investment Counselors
North Carolina
$2.39M -$5.3K -54 -0.2%
AGWCA
912
Annis Gardner Whiting Capital Advisors
Florida
$2.39M -$5.1K -52 -0.2%
AIM
913
Aspen Investment Management
Michigan
$2.38M +$54.5K +556 +2%
CIA
914
Cape Investment Advisory
Georgia
$2.37M -$120K -1,220 -5%
3IP
915
3Chopt Investment Partners
Virginia
$2.37M +$132K +1,347 +6%
UB
916
UMB Bank
Missouri
$2.35M -$60.3K -615 -2%
MUAMU
917
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.35M -$392K -4,000 -14%
TYCC
918
Texas Yale Capital Corp
Florida
$2.33M -$28.5K -291 -1%
QI
919
Qtron Investments
Massachusetts
$2.32M +$1.08K +11 +0%
AAP
920
Arax Advisory Partners
Colorado
$2.32M -$839K -8,558 -26%
CCM
921
Cannon Capital Management
Utah
$2.32M +$36.9K +376 +2%
GP
922
Greenline Partners
New York
$2.29M -$71.6K -730 -3%
SAG
923
SageView Advisory Group
California
$2.29M +$22.2K +226 +0.9%
VNA
924
Valley National Advisers
Pennsylvania
$2.28M -$38.9K -397 -2%
PA
925
Pinnacle Associates
New York
$2.27M +$221K +2,254 +10%
35 36
37
38 39