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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SDIC
1101
South Dakota Investment Council
South Dakota
$1.31M +$36.5K +400 +3%
QIM
1102
Quantitative Investment Management
Virginia
$1.31M +$1.3M +14,257 New
FIM
1103
Fruth Investment Management
Texas
$1.31M – – –
MA
1104
Mutual Advisors
Nebraska
$1.3M +$144K +1,578 +13%
PMSA
1105
Patrick M. Sweeney & Associates
Illinois
$1.3M +$51.2K +561 +4%
CTC
1106
Central Trust Company
Missouri
$1.3M -$199K -2,178 -13%
AFP
1107
Ausdal Financial Partners
Iowa
$1.3M +$19.2K +211 +2%
AA
1108
ALPS Advisors
Colorado
$1.3M +$1.28M +14,049 New
CCWM
1109
Cassaday & Co Wealth Management
Virginia
$1.3M +$537K +5,886 +72%
HWA
1110
HCR Wealth Advisors
California
$1.3M +$32.1K +352 +3%
AIP
1111
Ameritas Investment Partners
Nebraska
$1.29M -$84.6K -928 -6%
EFG
1112
Everhart Financial Group
Ohio
$1.28M -$17.4K -191 -1%
RSVP
1113
Ramsay Stattman Vela & Price
Colorado
$1.28M +$135K +1,475 +12%
MWM
1114
Mission Wealth Management
California
$1.28M +$709K +7,778 +129%
NA
1115
Nautilus Advisors
California
$1.27M – – –
LFA
1116
Legacy Financial Advisors
Kentucky
$1.27M -$8.85K -97 -0.7%
WI
1117
WBI Investments
New Jersey
$1.27M +$972K +10,664 +346%
PA
1118
Profund Advisors
Maryland
$1.26M -$63.6K -697 -5%
RDFA
1119
Ritter Daniher Financial Advisory
Ohio
$1.26M -$147K -1,613 -11%
SFFS
1120
Stonehage Fleming Financial Services
Jersey
$1.26M -$13.3K -146 -1%
SFS
1121
Sowell Financial Services
Arkansas
$1.25M +$40.8K +447 +3%
HT
1122
Headlands Technologies
Illinois
$1.25M +$982K +10,763 +381%
NHC
1123
Nicholas Hoffman & Company
Georgia
$1.25M +$4.56K +50 +0.4%
VWM
1124
Vertrix Wealth Management
Michigan
$1.24M +$139K +1,524 +13%
SIM
1125
Stratos Investment Management
Ohio
$1.24M -$57K -625 -4%
43 44
45
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