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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IB
1351
Intrust Bank
Kansas
$660K – – –
QT
1352
Quantbot Technologies
New York
$659K -$6.44M -67,811 -91%
MA
1353
MJP Associates
Connecticut
$659K -$18.6K -196 -3%
MJRIC
1354
Mogy Joel R Investment Counsel
California
$658K – – –
PCM
1355
Pointe Capital Management
Michigan
$657K – – –
KCP
1356
Kera Capital Partners
California
$657K +$428K +4,508 +190%
RIM
1357
RW Investment Management
Idaho
$655K -$24.6K -259 -4%
IAIM
1358
International Assets Investment Management
Florida
$654K – – –
AAM
1359
Auxier Asset Management
Oregon
$654K – – –
PTP
1360
Platform Technology Partners
New York
$654K -$30.8K -325 -5%
GPA
1361
Garrison Point Advisors
California
$651K -$3.8K -40 -0.6%
MWM
1362
Modern Wealth Management
Kansas
$650K -$144K -1,519 -18%
MA
1363
MCF Advisors
Kentucky
$648K +$5.6K +59 +0.9%
BA
1364
Bridgewater Advisors
New York
$646K +$32.7K +345 +5%
TCM
1365
Traynor Capital Management
Pennsylvania
$646K -$32.9K -347 -5%
MFA
1366
Mayflower Financial Advisors
Massachusetts
$646K +$3.42K +36 +0.5%
ACM
1367
Arcataur Capital Management
Wisconsin
$645K -$7.59K -80 -1%
SRA
1368
Secured Retirement Advisors
Minnesota
$645K -$401K -4,223 -38%
AC
1369
AXQ Capital
New Jersey
$645K -$250K -2,629 -28%
DWM
1370
Defined Wealth Management
Oregon
$644K +$380 +4 +0.1%
PWM
1371
Palacios Wealth Management
Florida
$642K +$41.6K +438 +7%
BOM
1372
Bank of Marin
California
$641K +$23.6K +249 +4%
IFG
1373
Independent Financial Group
California
$641K +$2.56K +27 +0.4%
TC
1374
TAGStone Capital
North Carolina
$639K +$1.23K +13 +0.2%
PWM
1375
Prosperity Wealth Management
California
$636K +$31.7K +334 +5%
53 54
55
56 57