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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
601
PartnerRe Asset Management
Connecticut
$264K -$432K -13,644 -63%
FIM
602
Fruth Investment Management
Texas
$263K -$127K -4,000 -33%
DCLA
603
Douglas C. Lane & Associates
New York
$263K -$1.93K -61 -0.8%
WP
604
WealthPLAN Partners
Nebraska
$261K +$752K +23,769 New
FMBTD
605
First Midwest Bank Trust Division
Illinois
$259K +$21.8K +690 +10%
PAIA
606
Park Avenue Institutional Advisers
New York
$256K -$6.42K -203 -3%
NB
607
Nicolet Bankshares
Wisconsin
$251K +$311K +9,842 New
DIA
608
Davidson Investment Advisors
Montana
$250K +$9.49K +300 +4%
SWP
609
Stratos Wealth Partners
Ohio
$249K -$211K -6,659 -47%
EWM
610
Evermay Wealth Management
Virginia
$244K -$127K -4,000 -35%
WPW
611
Waldron Private Wealth
Pennsylvania
$242K -$2.97K -94 -1%
PP
612
Prudential plc
United Kingdom
$242K – – –
PAM
613
Palisade Asset Management
Minnesota
$239K – – –
WAS
614
WESPAC Advisors SoCal
California
$237K +$228K +7,205 New
BCM
615
Bridgeway Capital Management
Texas
$234K – – –
PI
616
Pettee Investors
Connecticut
$234K – – –
MFS
617
MSI Financial Services
Massachusetts
$234K +$64.9K +2,051 +41%
VFA
618
Voya Financial Advisors
Connecticut
$233K +$221K +6,997 New
FMLI
619
Fukoku Mutual Life Insurance
Japan
$232K – – –
CPA
620
Court Place Advisors
Maryland
$228K +$219K +6,925 New
CG
621
Cutler Group
California
$226K +$218K +6,885 New
CA
622
Capital Advantage
California
$222K -$56.7K -1,793 -21%
GLA
623
Great Lakes Advisors
Illinois
$222K +$213K +6,733 New
MC
624
Menta Capital
California
$221K +$212K +6,700 New
SA
625
Strategic Advisors
New York
$219K +$210K +6,651 New
23 24
25
26 27