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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
576
Stratos Wealth Partners
Ohio
$2.5M +$113K +1,594 +5%
ACA
577
Aptus Capital Advisors
Alabama
$2.5M +$838K +11,837 +53%
TC
578
Telemus Capital
Michigan
$2.49M -$29.1K -411 -1%
WAM
579
World Asset Management
Michigan
$2.48M -$55.1K -778 -2%
SLG
580
Stanley-Laman Group
Pennsylvania
$2.46M +$258K +3,643 +12%
SFI
581
Siemens Fonds Invest
Germany
$2.41M +$123K +1,732 +6%
B
582
BP
United Kingdom
$2.41M -$1.14M -16,174 -33%
AC
583
Apogem Capital
New York
$2.41M -$2.43M -34,292 -51%
JF
584
Jump Financial
Illinois
$2.4M +$2.33M +32,975 New
CC
585
Courier Capital
New York
$2.4M -$25.5K -361 -1%
GIA
586
GHP Investment Advisors
Colorado
$2.39M +$201K +2,841 +9%
PAM
587
Private Asset Management
California
$2.38M +$36.9K +522 +2%
IAS
588
Investment Advisory Services
Texas
$2.37M +$2.31M +32,594 New
RSC
589
Red Spruce Capital
Pennsylvania
$2.35M – – –
FAB
590
First American Bank
Illinois
$2.31M +$2.25M +31,736 New
PA
591
Pinnacle Associates
New York
$2.31M -$487K -6,882 -18%
BIM
592
Bridges Investment Management
Nebraska
$2.29M -$2.18M -30,817 -49%
HCCM
593
Hudson Canyon Capital Management
New York
$2.29M -$172K -2,430 -7%
BCWM
594
Bartlett & Co Wealth Management
Ohio
$2.27M -$44.2K -624 -2%
BC
595
Bartlett & Co
Ohio
$2.27M -$44.2K -624 -2%
UCFA
596
United Capital Financial Advisors
Texas
$2.27M +$3.04K +43 +0.1%
DWM
597
Destination Wealth Management
California
$2.27M -$246K -3,471 -10%
1WA
598
180 Wealth Advisors
Washington
$2.25M -$1.91K -27 -0.1%
ECM
599
Everence Capital Management
Indiana
$2.24M – – –
NAG
600
Northstar Advisory Group
New Jersey
$2.22M +$2.16M +30,535 New
22 23
24
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