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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
676
Checchi Capital Advisers
California
$407K -$40.2K -1,003 -10%
UB
677
UMB Bank
Missouri
$402K -$117K -2,920 -24%
SCM
678
Shelton Capital Management
Colorado
$400K – – –
JIP
679
Jaffetilchin Investment Partners
Florida
$399K -$149K -3,714 -29%
HVIA
680
Hudson Valley Investment Advisors
New York
$395K -$12K -300 -3%
TWA
681
TCI Wealth Advisors
Arizona
$390K -$3.72K -93 -1%
CRC
682
Curi RMB Capital
Illinois
$385K -$918K -22,932 -72%
SLF
683
Sun Life Financial
Ontario, Canada
$385K +$358K +8,933 +33,085%
UBG
684
United Bank (Georgia)
Georgia
$377K +$132K +3,293 +60%
RJT
685
Raymond James Trust
Florida
$371K +$5.76K +144 +2%
WG
686
Winton Group
United Kingdom
$368K +$343K +8,556 New
IIM
687
Ironwood Investment Management
Massachusetts
$349K +$4.12K +103 +1%
DI
688
Diligent Investors
California
$346K -$2.4K -60 -0.7%
AWCI
689
Alpine Woods Capital Investors
New York
$344K +$40K +1,000 +14%
BFA
690
Bragg Financial Advisors
North Carolina
$339K – – –
LWAC
691
Laurel Wealth Advisors (California)
California
$339K +$25.5K +638 +9%
BG
692
Bahl & Gaynor
Ohio
$338K +$39K +975 +14%
ABC
693
Associated Banc-Corp
Wisconsin
$333K +$13.3K +333 +4%
IA
694
IFP Advisors
Florida
$333K +$65K +1,623 +26%
PAG
695
Pinnacle Advisory Group
Maryland
$333K +$310K +7,753 New
FA
696
Fortis Advisors
Pennsylvania
$326K – – –
WB
697
WesBanco Bank
West Virginia
$324K +$78.7K +1,965 +35%
LCM
698
Logan Capital Management
Pennsylvania
$319K -$15.9K -396 -5%
WPW
699
Waldron Private Wealth
Pennsylvania
$316K -$78.5K -1,961 -21%
OC
700
Oppenheimer & Co
New York
$316K +$9.05K +226 +3%
26 27
28
29 30