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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BIC
751
Beach Investment Counsel
Pennsylvania
$255K – – –
CG
752
Cutler Group
California
$254K -$432K -10,400 -64%
SFG
753
SNS Financial Group
Minnesota
$253K +$17.6K +423 +8%
RMDI
754
R.M. Davis Inc
Maine
$253K +$240K +5,786 New
QIM
755
Quest Investment Management
Oregon
$252K – – –
GCMG
756
Gyroscope Capital Management Group
Florida
$252K +$22.3K +536 +10%
CA
757
Clearstead Advisors
Ohio
$247K -$23.5K -566 -9%
HNB
758
Huntington National Bank
Ohio
$246K -$9.18K -221 -4%
WS
759
Wedbush Securities
California
$245K -$22.3K -536 -9%
MWM
760
Mascoma Wealth Management
New Hampshire
$245K -$2.08K -50 -0.9%
LA
761
LVW Advisors
New York
$242K +$230K +5,532 New
OC
762
Oppenheimer & Co
New York
$241K -$77K -1,854 -25%
SWP
763
Stratos Wealth Partners
Ohio
$237K -$78.7K -1,896 -26%
GC
764
Garde Capital
Washington
$237K +$25.1K +604 +13%
LIM
765
Leavell Investment Management
Alabama
$234K -$22.8K -550 -9%
AR
766
Advisory Research
Illinois
$234K +$222K +5,353 New
VST
767
Van Strum & Towne
California
$232K -$16.6K -400 -7%
PFS
768
Physicians Financial Services
North Carolina
$232K -$4.15K -100 -2%
PFPT
769
Pinnacle Financial Partners (Tennessee)
Tennessee
$231K +$219K +5,271 New
FB
770
Fulton Bank
Pennsylvania
$224K -$41.1K -991 -16%
BMO
771
Beck Mack & Oliver
New York
$223K – – –
NFP
772
Narus Financial Partners
Utah
$219K – – –
IIC
773
Integrated Investment Consultants
Michigan
$219K +$1.7K +41 +0.8%
FCM
774
FJ Capital Management
Virginia
$218K +$208K +5,000 New
FWCM
775
Ferguson Wellman Capital Management
Oregon
$215K -$35.7K -860 -15%
29 30
31
32 33