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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
NAMP
1276
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$260K – – –
WWM
1277
Western Wealth Management
Colorado
$260K +$25.7K +292 +10%
CCG
1278
Cypress Capital Group
Florida
$259K +$270K +3,068 New
CWC
1279
Carolinas Wealth Consulting
North Carolina
$258K -$8.8K -100 -3%
LSA
1280
Leonteq Securities AG
Switzerland
$258K +$74.4K +846 +38%
SA
1281
Syntax Advisors
New York
$256K -$33.5K -381 -11%
VCG
1282
Vantage Consulting Group
Virginia
$256K -$33.5K -381 -11%
MCM
1283
Manchester Capital Management
Vermont
$255K -$264 -3 -0.1%
WW
1284
Westshore Wealth
California
$255K – – –
SAM
1285
Silvercrest Asset Management
New York
$255K +$880 +10 +0.3%
Koshinski Asset Management
1286
Koshinski Asset Management
Illinois
$255K +$15.8K +180 +6%
Fisher Asset Management
1287
Fisher Asset Management
Washington
$254K -$145K -1,649 -35%
WA1
1288
Wimmer Associates 1
California
$253K +$18.5K +210 +8%
AIM
1289
Acropolis Investment Management
Missouri
$252K +$31.1K +354 +13%
BI
1290
Berkeley Inc
Idaho
$252K +$352 +4 +0.1%
AAM
1291
Autus Asset Management
Arizona
$251K -$23.1K -263 -8%
PAG
1292
Private Advisory Group
Washington
$251K +$262K +2,978 New
GLA
1293
Good Life Advisors
Pennsylvania
$250K – – –
IF
1294
Intrua Financial
Texas
$249K -$14.9K -169 -5%
PK
1295
Pflug Koory
Nebraska
$248K – – –
EFM
1296
E Fund Management
China
$247K -$33.3K -379 -11%
JWCA
1297
J.W. Cole Advisors
Florida
$247K +$15K +170 +6%
Credit Agricole
1298
Credit Agricole
France
$247K +$58K +659 +29%
TPM
1299
Triasima Portfolio Management
Quebec, Canada
$247K +$258K +2,931 New
PSUF
1300
People's United Financial
Connecticut
$245K +$8.97K +102 +4%