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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PR
951
Payden & Rygel
California
$106K – – –
OC
952
Oakworth Capital
Alabama
$106K +$62.3K +1,430 +119%
MAM
953
Meeder Asset Management
Ohio
$102K +$108K +2,467 +3,204%
SFSIG
954
San Francisco Sentry Investment Group
California
$100K -$118K -2,702 -52%
AF
955
Arrow Financial
New York
$99K – – –
FHA
956
First Horizon Advisors
Tennessee
$97K -$141K -3,226 -57%
AC
957
Avestar Capital
New York
$95K +$24.2K +556 +24%
DSC
958
Duncker Streett & Co
Missouri
$93K +$13.9K +320 +16%
MUS
959
Mitsubishi UFJ Securities
Japan
$93K +$101K +2,320 New
CQS
960
Credential Qtrade Securities
$91K -$100K -2,296 -50%
PAM
961
Paradigm Asset Management
New York
$90.4K +$65.4K +1,500 +200%
PCIA
962
Prime Capital Investment Advisors
Kansas
$90K +$29K +666 +42%
FEG
963
Financial Enhancement Group
Indiana
$89K +$4.79K +110 +5%
MF
964
Manchester Financial
California
$84K +$91K +2,089 New
ST
965
Smithfield Trust
Pennsylvania
$83K – – –
PB
966
Pinnacle Bancorp
Nebraska
$82K -$6.1K -140 -6%
CBT
967
Capital Bank & Trust
California
$80K -$9.06K -208 -9%
OHS
968
Odey Holdings (Switzerland)
Switzerland
$76K +$52.3K +1,200 +171%
RE
969
RBC Europe
United Kingdom
$75K +$2.83K +65 +4%
FPS
970
Fieldpoint Private Securities
Connecticut
$73K +$78.6K +1,804 New
RFA
971
Reilly Financial Advisors
California
$72K -$54.9K -1,260 -41%
HFM
972
Hartford Financial Management
Connecticut
$72K – – –
ACS
973
Archford Capital Strategies
Illinois
$68K +$74K +1,698 New
LWM
974
Lenox Wealth Management
Ohio
$62K -$22.8K -523 -25%
WCM
975
Whitener Capital Management
North Carolina
$60K +$8.72K +200 +15%
37 38
39
40 41