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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
951
RiverPark Advisors
New York
$966K – – –
SLI
952
Sumitomo Life Insurance
Japan
$966K -$14.7K -243 -1%
SWM
953
Spire Wealth Management
Virginia
$965K +$130K +2,158 +14%
KCM
954
KLK Capital Management
California
$965K -$37K -612 -3%
LCM
955
Leisure Capital Management
California
$957K -$33.5K -554 -3%
CC
956
Centiva Capital
New York
$956K +$334K +5,532 +47%
PP
957
Patten & Patten
Tennessee
$954K +$482K +7,980 +85%
SIAG
958
Signet Investment Advisory Group
Rhode Island
$947K +$56.8K +939 +6%
AIP
959
Ameritas Investment Partners
Nebraska
$942K -$28.1K -465 -3%
KLWA
960
Kelly Lawrence W & Associates
California
$937K – – –
CT
961
Caldwell Trust
Florida
$933K +$40.7K +673 +4%
PA
962
Profund Advisors
Maryland
$933K -$47.5K -786 -4%
DM
963
Delphi Management
Massachusetts
$925K +$65K +1,075 +7%
NC
964
Nightview Capital
Texas
$925K +$70.9K +1,173 +7%
NF
965
Nikulski Financial
Iowa
$923K +$1.02M +16,815 New
DIA
966
Dana Investment Advisors
Wisconsin
$922K +$784K +12,976 +340%
NS
967
NBC Securities
Alabama
$909K +$1M +16,559 New
TF
968
TLWM Financial
Texas
$908K +$33.5K +554 +3%
SWM
969
SeaCrest Wealth Management
New York
$907K +$78.2K +1,294 +8%
AWM
970
Avondale Wealth Management
Texas
$906K -$60.4K -1,000 -6%
DPIM
971
Duff & Phelps Investment Management
Illinois
$902K -$9.43K -156 -0.9%
RMDI
972
R.M. Davis Inc
Maine
$891K -$7.19K -119 -0.7%
EWM
973
Elmwood Wealth Management
California
$886K +$45.3K +750 +5%
CAM
974
Columbia Asset Management
Michigan
$885K +$267K +4,425 +38%
HKIMG
975
Hutchens & Kramer Investment Management Group
Indiana
$884K -$37.4K -618 -4%
37 38
39
40 41