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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BPCE
951
Bank Pictet & Cie (Europe)
Germany
$249K -$57.1K -1,261 -21%
VCM
952
Violich Capital Management
California
$248K +$212K +4,685 New
MHR
953
Matthew Hamilton Rosenberg
$243K +$189K +4,175 +1,044%
DFA
954
Delta Financial Advisors
Louisiana
$242K +$206K +4,555 New
IHL
955
Investment House LLC
California
$242K +$206K +4,556 New
ECG
956
Edge Capital Group
Georgia
$242K +$206K +4,561 New
RSWM
957
Robertson Stephens Wealth Management
California
$241K -$54.3K -1,200 -21%
ACM
958
Azimuth Capital Management
Michigan
$241K +$206K +4,550 New
CGA
959
Crescent Grove Advisors
Illinois
$239K +$204K +4,500 New
S
960
SimplyRich
California
$239K +$204K +4,510 New
SMH
961
Sanders Morris Harris
Texas
$238K +$181K +4,000 New
JSL
962
JT Stratford LLC
Georgia
$237K +$202K +4,470 New
CAN
963
Claraphi Advisory Network
United States
$236K +$201K +4,445 New
CP
964
Camelot Portfolios
Ohio
$233K +$199K +4,390 New
MA
965
Mutual Advisors
Nebraska
$231K +$198K +4,363 New
CIP
966
Convergence Investment Partners
Florida
$229K +$195K +4,318 New
CQS
967
Credential Qtrade Securities
$229K +$186K +4,101 +1,944%
PNC
968
Park National Corp
Ohio
$228K +$195K +4,304 New
PCP
969
Proficio Capital Partners
Massachusetts
$228K +$195K +4,305 New
OMIC
970
Old Mission Investment Co
Michigan
$228K +$194K +4,294 New
CWS
971
Cypress Wealth Services
California
$227K +$194K +4,279 New
PMG
972
ProVise Management Group
Florida
$225K +$192K +4,236 New
HCM
973
Hillman Capital Management
Maryland
$225K +$192K +4,239 New
JIC
974
Joel Isaacson & Co
New York
$225K +$192K +4,245 New
SBSB
975
Sullivan, Bruyette, Speros & Blaney
Virginia
$223K +$57.3K +1,266 +43%
37 38
39
40 41