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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MBT
951
Montecito Bank & Trust
California
$234K -$27.6K -625 -11%
DFA
952
Delta Financial Advisors
Louisiana
$233K +$216K +4,891 New
CAW
953
Cornerstone Advisors (Washington)
Washington
$230K +$10.7K +243 +5%
AWM
954
Aberdeen Wealth Management
Illinois
$230K +$213K +4,838 New
VFA
955
Valeo Financial Advisors
Indiana
$226K -$114K -2,580 -35%
ACM
956
Azimuth Capital Management
Michigan
$224K +$207K +4,700 New
ACM
957
Advisors Capital Management
New Jersey
$224K +$208K +4,712 New
HSA
958
HBK Sorce Advisory
Pennsylvania
$223K +$207K +4,687 New
PIMG
959
Patriot Investment Management Group
Tennessee
$223K +$207K +4,695 New
HCM
960
Hillman Capital Management
Maryland
$221K +$205K +4,647 New
CFG
961
CKW Financial Group
Hawaii
$219K
SAG
962
Spotlight Asset Group
Illinois
$218K +$263K +5,971 New
AIA
963
Armor Investment Advisors
North Carolina
$217K -$12.3K -279 -6%
PWAG
964
Polaris Wealth Advisory Group
California
$217K +$195K +4,428 New
PAM
965
Peak Asset Management
Colorado
$217K +$201K +4,569 New
AMC
966
Asset Management Corp
Illinois
$216K +$200K +4,532 New
GLA
967
Good Life Advisors
Pennsylvania
$216K +$200K +4,535 New
PA
968
Parkside Advisors
California
$216K +$200K +4,535 New
DZ Bank
969
DZ Bank
Germany
$214K -$61.1K -1,386 -24%
PCG
970
Private Capital Group
Connecticut
$213K +$3.92K +89 +2%
MGWM
971
Marks Group Wealth Management
Minnesota
$212K +$197K +4,468 New
FWCM
972
Ferguson Wellman Capital Management
Oregon
$210K +$195K +4,420 New
EF
973
Empirical Finance
Pennsylvania
$210K +$195K +4,422 New
O
974
Ossiam
France
$209K +$75K +1,702 +63%
CT
975
Cambridge Trust
Massachusetts
$205K -$26.9K -611 -12%