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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
576
Cetera Advisors
Colorado
$250K +$280K +8,725 New
CL
577
CPWM LLC
Washington
$249K +$318K +9,905 New
CWA
578
Constellation Wealth Advisors
New York
$248K – – –
WB
579
WesBanco Bank
West Virginia
$248K – – –
FIB
580
First Interstate Bank
Montana
$246K +$277K +8,628 New
CA
581
Capital Advantage
California
$244K +$96 +3 +0%
LCM
582
Landscape Capital Management
New Jersey
$242K -$431K -13,438 -61%
AP
583
Advisor Partners
California
$236K -$120K -3,725 -31%
BFA
584
Bragg Financial Advisors
North Carolina
$235K – – –
SI
585
Scout Investments
Missouri
$231K – – –
SW
586
SVB Wealth
Massachusetts
$230K -$74.4K -2,319 -22%
DCLA
587
Douglas C. Lane & Associates
New York
$230K +$32.2K +1,003 +14%
PAM
588
PT Asset Management
Illinois
$230K +$51.3K +1,600 +25%
PAIA
589
Park Avenue Institutional Advisers
New York
$227K +$5.87K +183 +2%
BRWA
590
B. Riley Wealth Advisors
Florida
$226K +$253K +7,879 New
BCM
591
Brookstone Capital Management
Illinois
$222K -$6.16K -192 -2%
RJT
592
Raymond James Trust
Florida
$221K -$14.9K -463 -6%
PP
593
Paloma Partners
Connecticut
$219K +$246K +7,651 New
CCA
594
Checchi Capital Advisers
California
$214K +$10.9K +339 +5%
WPW
595
Waldron Private Wealth
Pennsylvania
$213K -$64K -1,994 -21%
WIS
596
Wright Investors Service
Connecticut
$213K +$239K +7,445 New
PP
597
Prudential plc
United Kingdom
$210K – – –
SCM
598
Shelton Capital Management
Colorado
$208K – – –
DIA
599
Davidson Investment Advisors
Montana
$208K +$89.9K +2,800 +62%
PAM
600
Palisade Asset Management
Minnesota
$207K – – –
22 23
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