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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1401
Coign Capital Advisors
Utah
$680K +$41K +418 +6%
JCIA
1402
Jackson Creek Investment Advisors
Colorado
$676K -$2.06K -21 -0.3%
RCAG
1403
Rehmann Capital Advisory Group
Michigan
$672K -$13.5K -138 -2%
GFP
1404
Gryphon Financial Partners
Ohio
$670K +$143K +1,463 +26%
TCA
1405
Transcend Capital Advisors
New Jersey
$662K +$86.2K +879 +14%
NW
1406
Naviter Wealth
Arkansas
$661K +$2.06K +21 +0.3%
OPCM
1407
Osborne Partners Capital Management
California
$661K +$4.9K +50 +0.7%
IC
1408
Inscription Capital
Texas
$659K -$28.4K -290 -4%
AAM
1409
Auxier Asset Management
Oregon
$655K +$21.4K +218 +3%
HFS
1410
Hantz Financial Services
Michigan
$653K +$354K +3,608 +108%
RZH
1411
Relyea Zuckerberg Hanson
Connecticut
$650K +$93K +948 +16%
PI
1412
PFG Investments
New York
$650K -$883 -9 -0.1%
CAM
1413
Cozad Asset Management
Illinois
$650K -$1.37K -14 -0.2%
MJRIC
1414
Mogy Joel R Investment Counsel
California
$648K – – –
SIG
1415
Sky Investment Group
Connecticut
$647K +$58.8K +600 +10%
OP
1416
Oslo Pensjonsforsikring
$646K +$674K +6,874 New
DWM
1417
Defined Wealth Management
Oregon
$644K +$4.51K +46 +0.7%
BG
1418
Bahl & Gaynor
Ohio
$642K -$42K -428 -6%
ACM
1419
Arcataur Capital Management
Wisconsin
$641K -$981 -10 -0.1%
VCM
1420
Virtue Capital Management
Tennessee
$639K -$175K -1,788 -21%
VEM
1421
Vann Equity Management
Texas
$638K +$666K +6,792 New
AA
1422
Alta Advisers
United Kingdom
$636K – – –
OL
1423
Optas LLC
Texas
$636K +$5K +51 +0.8%
SAM
1424
Sompo Asset Management
Japan
$635K +$284K +2,900 +75%
PCM
1425
Palisade Capital Management
New Jersey
$633K +$165K +1,684 +33%
55 56
57
58 59