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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
701
Hermes Investment Management
United Kingdom
$356K -$180K -4,340 -35%
AWCI
702
Alpine Woods Capital Investors
New York
$350K – – –
TWA
703
TCI Wealth Advisors
Arizona
$349K -$45.8K -1,102 -12%
BFA
704
Bragg Financial Advisors
North Carolina
$345K – – –
DI
705
Diligent Investors
California
$343K -$8.47K -204 -3%
LWAC
706
Laurel Wealth Advisors (California)
California
$343K -$1.99K -48 -0.6%
PAG
707
Pinnacle Advisory Group
Maryland
$339K – – –
IA
708
IFP Advisors
Florida
$337K -$1.78K -43 -0.6%
FA
709
Fortis Advisors
Pennsylvania
$331K – – –
WB
710
WesBanco Bank
West Virginia
$330K – – –
RCAG
711
Rehmann Capital Advisory Group
Michigan
$326K +$63.1K +1,519 +26%
NFG
712
Next Financial Group
Texas
$324K -$139K -3,350 -32%
KWM
713
Kingsview Wealth Management
Oregon
$324K +$32.4K +781 +12%
WPW
714
Waldron Private Wealth
Pennsylvania
$322K – – –
PWM
715
Perigon Wealth Management
California
$315K -$837K -20,167 -74%
FIM
716
Freedom Investment Management
Connecticut
$313K +$298K +7,166 New
KA
717
Kovack Advisors
Florida
$312K +$19.1K +461 +7%
GIP
718
Greatmark Investment Partners
Georgia
$306K – – –
CSS
719
Cubist Systematic Strategies
Connecticut
$305K -$1.86M -44,719 -86%
PAM
720
Palisade Asset Management
Minnesota
$304K – – –
LCM
721
Logan Capital Management
Pennsylvania
$303K -$21.1K -507 -7%
OCG
722
Opus Capital Group
Ohio
$302K – – –
MCC
723
Malaga Cove Capital
California
$300K +$6.23K +150 +2%
WCA
724
Waratah Capital Advisors
Ontario, Canada
$297K -$936K -22,540 -77%
LBC
725
Lowe Brockenbrough & Co
Virginia
$296K – – –
27 28
29
30 31