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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
951
Trust Asset Management
Texas
$1.35M -$95K -1,211 -7%
TP
952
Tranquility Partners
Tennessee
$1.34M -$19.5K -249 -1%
AAM
953
Advisors Asset Management
Colorado
$1.34M -$41.5K -529 -3%
WWM
954
Wolff Wiese Magana
California
$1.34M +$1.01M +12,807 +298%
JLBC
955
J.L. Bainbridge & Co
Florida
$1.33M -$54.9K -700 -4%
CP
956
Canopy Partners
Ohio
$1.33M +$61K +777 +5%
WG
957
Winton Group
United Kingdom
$1.33M +$1.33M +16,946 New
MCM
958
Mainstream Capital Management
California
$1.32M +$62.3K +794 +5%
HAM
959
Hickory Asset Management
Ohio
$1.31M -$61.8K -788 -4%
CI
960
Cigna Investments
Connecticut
$1.31M +$103K +1,306 +8%
MBT
961
Montecito Bank & Trust
California
$1.31M – – –
BW
962
BIP Wealth
Georgia
$1.31M -$123K -1,569 -9%
ONB
963
Old National Bancorp
Indiana
$1.3M +$269K +3,428 +26%
AI
964
AXS Investments
New York
$1.3M -$2.83K -36 -0.2%
FRA
965
Frank Rimerman Advisors
California
$1.29M +$194K +2,472 +18%
CHAM
966
Clear Harbor Asset Management
Connecticut
$1.29M -$86.3K -1,100 -6%
EWM
967
Elmwood Wealth Management
California
$1.28M -$77.1K -982 -6%
BPCE
968
Bank Pictet & Cie (Europe)
Germany
$1.27M +$1.28M +16,269 New
AGWCA
969
Annis Gardner Whiting Capital Advisors
Florida
$1.27M -$644K -8,203 -34%
PWA
970
Providence Wealth Advisors
Illinois
$1.27M +$8.63K +110 +0.7%
EFG
971
Embree Financial Group
Illinois
$1.27M +$16.9K +215 +1%
AIP
972
Ameritas Investment Partners
Nebraska
$1.27M +$131K +1,669 +11%
AM
973
AGF Management
Ontario, Canada
$1.27M +$1.27M +16,212 New
HCM
974
Hodges Capital Management
Texas
$1.27M -$715K -9,106 -36%
WS
975
Wedbush Securities
California
$1.26M +$44.2K +563 +4%
37 38
39
40 41