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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FT
1251
Fiduciary Trust
Massachusetts
$541K -$52.7K -714 -9%
PI
1252
PFG Investments
New York
$539K -$1.04M -14,115 -66%
CAM
1253
Cozad Asset Management
Illinois
$538K +$1.55K +21 +0.3%
MA
1254
MCF Advisors
Kentucky
$536K +$6.28K +85 +1%
AIA
1255
Angeles Investment Advisors
California
$533K -$71.1K -962 -12%
CFG
1256
Cooper Financial Group
California
$527K +$129K +1,744 +32%
UIA
1257
Ulland Investment Advisors
Minnesota
$526K -$9.23K -125 -2%
HC
1258
Hara Capital
Washington
$526K – – –
SP
1259
Symmetry Partners
Connecticut
$525K -$116K -1,575 -18%
BPWM
1260
Badgley Phelps Wealth Managers
Washington
$525K +$7.39K +100 +1%
HI
1261
Harbour Investments
Wisconsin
$525K -$18.5K -251 -3%
BS
1262
Banco Santander
Spain
$524K – – –
AGC
1263
Aspen Grove Capital
Colorado
$523K +$295 +4 +0.1%
GPA
1264
Garrison Point Advisors
California
$520K – – –
PMFA
1265
Plante Moran Financial Advisors
Michigan
$518K – – –
CWM
1266
Cornerstone Wealth Management
Missouri
$517K -$32.5K -440 -6%
LIM
1267
Leavell Investment Management
Alabama
$516K +$44.1K +597 +9%
LA
1268
Legacy Advisors
Pennsylvania
$515K +$34.9K +472 +7%
BG
1269
Bahl & Gaynor
Ohio
$514K – – –
BCM
1270
Brookstone Capital Management
Illinois
$513K -$213K -2,882 -26%
ZIMP
1271
Zimmermann Investment Management & Planning
Pennsylvania
$513K -$315K -4,259 -38%
SQA
1272
Simon Quick Advisors
New Jersey
$512K -$372K -5,041 -42%
VI
1273
Versor Investments
New York
$512K +$513K +6,945 New
First Trust Advisors
1274
First Trust Advisors
Illinois
$510K -$222K -3,001 -30%
LC
1275
LCNB Corp
Ohio
$507K -$4.58K -62 -0.9%