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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
701
WealthTrust Fairport
Ohio
$340K – – –
DI
702
Diligent Investors
California
$332K -$37.3K -903 -10%
SOADOR
703
State of Alaska Department of Revenue
Alaska
$330K +$334K +8,094 New
IIM
704
Ironwood Investment Management
Massachusetts
$327K +$3.8K +92 +1%
SPIA
705
Steward Partners Investment Advisory
New York
$326K +$288K +6,969 +683%
KWM
706
Kingsview Wealth Management
Oregon
$323K +$326K +7,903 New
BFA
707
Bragg Financial Advisors
North Carolina
$322K -$5.37K -130 -2%
LCM
708
Logan Capital Management
Pennsylvania
$320K +$323K +7,833 New
BCM
709
BTR Capital Management
California
$318K -$61.9K -1,500 -16%
FA
710
Fortis Advisors
Pennsylvania
$309K -$7.23K -175 -2%
ABC
711
Associated Banc-Corp
Wisconsin
$302K +$61.1K +1,479 +25%
LWAC
712
Laurel Wealth Advisors (California)
California
$296K -$206 -5 -0.1%
OC
713
Oppenheimer & Co
New York
$291K +$82.9K +2,008 +39%
SFSIG
714
San Francisco Sentry Investment Group
California
$288K +$50.8K +1,230 +21%
AWCI
715
Alpine Woods Capital Investors
New York
$286K – – –
GIP
716
Greatmark Investment Partners
Georgia
$286K – – –
WKWM
717
Walter & Keenan Wealth Management
Indiana
$286K – – –
PAM
718
Palisade Asset Management
Minnesota
$284K – – –
CPA
719
Court Place Advisors
Maryland
$283K – – –
VNA
720
Valley National Advisers
Pennsylvania
$282K +$7.39K +179 +3%
OCG
721
Opus Capital Group
Ohio
$282K +$285K +6,910 New
BG
722
Bahl & Gaynor
Ohio
$281K +$284K +6,883 New
LBC
723
Lowe Brockenbrough & Co
Virginia
$274K +$67.4K +1,633 +32%
AGM
724
Alpine Global Management
New York
$274K +$277K +6,707 New
WAS
725
WESPAC Advisors SoCal
California
$274K – – –
27 28
29
30 31