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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
726
Evermay Wealth Management
Virginia
$275K -$4K -100 -2%
DWA
727
Douglass Winthrop Advisors
New York
$273K
PAM
728
Private Asset Management
California
$272K +$253K +6,322 New
MBT
729
Montecito Bank & Trust
California
$271K -$251K -6,278 -50%
CA
730
Clearstead Advisors
Ohio
$267K +$249K +6,222 New
CAN
731
Cetera Advisor Networks
California
$266K +$24.3K +608 +11%
WS
732
Wedbush Securities
California
$264K +$246K +6,148 New
FB
733
Fulton Bank
Pennsylvania
$262K +$244K +6,104 New
CAM
734
Congress Asset Management
Massachusetts
$261K -$20K -500 -8%
GLA
735
Good Life Advisors
Pennsylvania
$261K
CIA
736
Choate Investment Advisors
Massachusetts
$261K
RCAG
737
Rehmann Capital Advisory Group
Michigan
$255K -$154K -3,839 -39%
LIM
738
Leavell Investment Management
Alabama
$253K +$4K +100 +2%
LRPA
739
L. Roy Papp & Associates
Arizona
$252K +$235K +5,872 New
HNB
740
Huntington National Bank
Ohio
$251K +$90.3K +2,256 +63%
BIC
741
Beach Investment Counsel
Pennsylvania
$250K
TSS
742
Two Sigma Securities
New York
$250K +$233K +5,809 New
FWCM
743
Ferguson Wellman Capital Management
Oregon
$248K +$34.4K +860 +17%
QIM
744
Quest Investment Management
Oregon
$247K
VST
745
Van Strum & Towne
California
$245K
CS
746
Credential Securities
$245K +$178K +4,449 +357%
MWM
747
Mascoma Wealth Management
New Hampshire
$243K
NWP
748
Northstar Wealth Partners
Connecticut
$241K
Assenagon Asset Management
749
Assenagon Asset Management
Luxembourg
$240K -$741K -18,499 -77%
PFS
750
Physicians Financial Services
North Carolina
$232K -$4.08K -102 -2%