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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
976
Leonteq Securities AG
Switzerland
$550K +$389K +5,642 +185%
EP
977
Edgestream Partners
New Jersey
$548K +$294K +4,267 +97%
BFM
978
Boston Financial Management
Massachusetts
$546K +$10.6K +154 +2%
M
979
Mirova
France
$545K -$1.42M -20,586 -70%
AP
980
Americana Partners
Texas
$543K +$596K +8,643 New
4WM
981
44 Wealth Management
Oregon
$542K +$1.93K +28 +0.3%
CWM
982
Calamos Wealth Management
Illinois
$541K -$6.03M -87,448 -91%
PCP
983
Proficio Capital Partners
Massachusetts
$540K -$690 -10 -0.1%
RMDI
984
R.M. Davis Inc
Maine
$532K +$255K +3,700 +78%
FIM
985
Freedom Investment Management
Connecticut
$529K -$119K -1,723 -17%
MWA
986
Monograph Wealth Advisors
California
$526K -$33.4K -484 -5%
LWAC
987
Laurel Wealth Advisors (California)
California
$524K -$74.3K -1,077 -11%
DI
988
DAGCO Inc
Ohio
$523K
PWPS
989
Pinnacle Wealth Planning Services
Ohio
$521K +$103K +1,497 +22%
MYIA
990
Mount Yale Investment Advisors
Colorado
$516K +$29.4K +426 +6%
FCAG
991
First Capital Advisors Group
New Jersey
$516K +$564K +8,174 New
CA
992
Crumly & Associates
Illinois
$513K -$239K -3,471 -30%
FCA
993
FinTrust Capital Advisors
South Carolina
$512K -$13.8K -200 -2%
CI
994
Cavalier Investments
Georgia
$510K +$8.28K +120 +2%
PVH
995
Psagot Value Holdings
Israel
$510K +$172K +2,500 +45%
AIA
996
Avalon Investment & Advisory
Texas
$504K -$36K -522 -6%
AG
997
Algert Global
California
$504K +$550K +7,980 New
Edgewood Management
998
Edgewood Management
Connecticut
$503K
JFGIW
999
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$500K +$69.9K +1,013 +15%
EMG
1000
ETF Managers Group
New Jersey
$497K -$201K -2,921 -27%