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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
951
Teza Capital Management
Illinois
$606K -$188K -2,728 -22%
P
952
Pitcairn
Pennsylvania
$606K +$22.1K +321 +3%
PIMG
953
Patriot Investment Management Group
Tennessee
$603K -$107K -1,551 -14%
CA
954
Clearstead Advisors
Ohio
$600K +$69 +1 +0%
YIH
955
Y-Intercept (HK)
Hong Kong
$594K -$304K -4,408 -32%
SP
956
Symmetry Partners
Connecticut
$594K – – –
TC
957
TownSquare Capital
Utah
$591K +$414K +5,996 +179%
AIM
958
Anchor Investment Management
South Carolina
$590K +$102K +1,474 +19%
CC
959
Cannell & Co
New York
$590K – – –
LP
960
LMR Partners
United Kingdom
$584K +$638K +9,250 New
SFG
961
SNS Financial Group
Minnesota
$582K +$1.45K +21 +0.2%
IF
962
Ironwood Financial
Arizona
$576K – – –
OFG
963
Omega Financial Group
California
$576K – – –
AG
964
Ascent Group
Virginia
$575K +$291K +4,226 +103%
SFFS
965
Stonehage Fleming Financial Services
Jersey
$572K +$621K +8,998 New
IB
966
Intrust Bank
Kansas
$571K -$41.1K -596 -6%
ARMT
967
Amica Retiree Medical Trust
Rhode Island
$570K +$77.9K +1,130 +14%
CAM
968
Cozad Asset Management
Illinois
$569K +$13.9K +201 +2%
LS
969
Livforsakringsbolaget Skandia
Sweden
$566K -$255K -3,700 -29%
CWM
970
Concentric Wealth Management
California
$566K +$138 +2 +0%
FB
971
Fulton Bank
Pennsylvania
$556K -$35.2K -511 -5%
KA
972
Kovack Advisors
Florida
$555K -$104K -1,508 -15%
IA
973
IFP Advisors
Florida
$551K – – –
AAS
974
Avantax Advisory Services
Texas
$550K -$96.4K -1,398 -14%
LWM
975
Lyell Wealth Management
California
$550K +$345 +5 +0.1%
37 38
39
40 41