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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
701
Laurel Wealth Advisors (California)
California
$524K +$36.6K +908 +8%
CICI
702
Capital Investment Counsel Inc
North Carolina
$519K +$161 +4 +0%
OPCM
703
Osborne Partners Capital Management
California
$515K -$24.2K -600 -5%
LOAME
704
Lombard Odier Asset Management (Europe)
United Kingdom
$513K – – –
SC
705
SRB Corp
Massachusetts
$509K +$44K +1,090 +10%
ABC
706
Associated Banc-Corp
Wisconsin
$508K -$190K -4,708 -28%
TW
707
Transform Wealth
Colorado
$506K – – –
BSW
708
Buckingham Strategic Wealth
Missouri
$495K +$49.8K +1,234 +12%
CBU
709
CIBC Bank USA
Illinois
$494K -$202K -5,013 -30%
BP
710
Ballentine Partners
Massachusetts
$492K -$36.8K -911 -7%
DAS
711
Dynamic Advisor Solutions
Arizona
$489K -$86.1K -2,134 -15%
BCM
712
Brasada Capital Management
Texas
$486K -$40.6K -1,006 -8%
LA
713
LVW Advisors
New York
$485K – – –
ECM
714
Evergreen Capital Management
Washington
$481K -$221K -5,488 -32%
VNA
715
Valley National Advisers
Pennsylvania
$481K +$215K +5,320 +86%
RIA
716
Realta Investment Advisors
Delaware
$479K +$32.3K +800 +7%
IHL
717
Investment House LLC
California
$478K +$9.12K +226 +2%
AIM
718
Aspen Investment Management
Michigan
$472K -$16.1K -400 -3%
OIM
719
Orca Investment Management
Oregon
$471K – – –
CG
720
Colony Group
Massachusetts
$470K +$37.5K +928 +9%
LCM
721
Logan Capital Management
Pennsylvania
$466K -$10.4K -257 -2%
PWLP
722
Prio Wealth Limited Partnership
Massachusetts
$463K -$11.5M -285,307 -96%
DIA
723
Davidson Investment Advisors
Montana
$463K -$18.2K -450 -4%
CP
724
Covenant Partners
Tennessee
$463K +$447K +11,073 New
SRC
725
Sage Rhino Capital
California
$462K +$30.3K +750 +7%
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