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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
601
Hills Bank & Trust
Iowa
$296K +$52.2K +1,835 +19%
AP
602
Advisor Partners
California
$295K +$6.34K +223 +2%
CC
603
Cornerstone Capital
California
$291K – – –
NB
604
Nicolet Bankshares
Wisconsin
$286K -$11.7K -413 -4%
SFG
605
SevenBridge Financial Group
Pennsylvania
$283K +$318K +11,185 New
GI
606
Gradient Investments
Minnesota
$279K -$30.2K -1,064 -9%
MSS
607
Mitchell Sinkler & Starr
Pennsylvania
$279K -$17.1K -600 -5%
TWA
608
TCI Wealth Advisors
Arizona
$278K -$28 -1 -0%
RCAG
609
Rehmann Capital Advisory Group
Michigan
$276K -$91.5K -3,221 -23%
WF
610
WealthTrust Fairport
Ohio
$274K -$406K -14,280 -57%
AIM
611
Aspen Investment Management
Michigan
$272K – – –
DI
612
Diligent Investors
California
$266K – – –
PWM
613
Perigon Wealth Management
California
$263K -$34.1K -1,200 -10%
BCM
614
BlueCrest Capital Management
Jersey
$262K +$294K +10,348 New
BCM
615
BTR Capital Management
California
$261K -$3.84K -135 -1%
MWM
616
Mission Wealth Management
California
$260K – – –
CIA
617
Capital Investment Advisors
Georgia
$259K +$398 +14 +0.1%
BCM
618
Bayesian Capital Management
New York
$258K +$290K +10,200 New
RW
619
Rand Wealth
Maryland
$257K – – –
TW
620
Transform Wealth
Colorado
$257K +$288K +10,136 New
CCM
621
Coe Capital Management
Illinois
$253K – – –
NFG
622
Next Financial Group
Texas
$251K +$654 +23 +0.2%
PI
623
Pettee Investors
Connecticut
$248K +$279K +9,808 New
CB
624
Commerce Bank
Missouri
$245K +$275K +9,675 New
BDF
625
Balasa Dinverno & Foltz
$243K -$58.6K -2,061 -18%
23 24
25
26 27