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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
976
R.M. Davis Inc
Maine
$927K -$105K -2,003 -11%
CT
977
Caldwell Trust
Florida
$925K +$27.6K +527 +3%
GC
978
Gillson Capital
Illinois
$925K +$855K +16,322 New
SIAG
979
Signet Investment Advisory Group
Rhode Island
$925K -$52.9K -1,010 -6%
JWM
980
Jeppson Wealth Management
California
$922K +$605K +11,556 +245%
HFS
981
Howard Financial Services
Texas
$921K +$175K +3,332 +26%
KLWA
982
Kelly Lawrence W & Associates
California
$920K – – –
PCIA
983
Prime Capital Investment Advisors
Kansas
$911K +$163K +3,107 +24%
ORAM
984
One River Asset Management
Connecticut
$911K -$1.98M -37,806 -70%
VIA
985
Vident Investment Advisory
Georgia
$911K -$217K -4,134 -20%
IIM
986
Intact Investment Management
Quebec, Canada
$907K +$283K +5,400 +51%
TF
987
TLWM Financial
Texas
$906K +$21.3K +407 +3%
QOP
988
Quinn Opportunity Partners
Virginia
$900K -$699K -13,354 -46%
N
989
Numerai
California
$899K +$831K +15,863 New
DM
990
Delphi Management
Massachusetts
$894K +$826K +15,773 New
UCFA
991
United Capital Financial Advisors
Texas
$892K -$744K -14,198 -47%
MAS
992
Meeder Advisory Services
Ohio
$892K -$286K -5,469 -26%
FCH
993
Freestone Capital Holdings
Washington
$890K +$823K +15,708 New
NC
994
Nightview Capital
Texas
$888K +$821K +15,668 New
GVAG
995
Great Valley Advisor Group
Delaware
$883K +$304K +5,804 +59%
NFG
996
Nations Financial Group
Iowa
$882K +$815K +15,564 New
BMCM
997
Burns Matteson Capital Management
New York
$878K -$3.19K -61 -0.4%
DS
998
DRW Securities
Illinois
$877K +$569K +10,863 +236%
SWM
999
Spire Wealth Management
Virginia
$874K +$70K +1,337 +9%
FIM
1000
Fruth Investment Management
Texas
$874K -$5.24K -100 -0.6%
38 39
40
41 42