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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
751
Kingsview Wealth Management
Oregon
$355K -$27.1K -599 -7%
LWCFA
752
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$351K -$124K -2,736 -24%
RA
753
Royce & Associates
New York
$349K – – –
HCMT
754
Highland Capital Management (Tennessee)
Tennessee
$346K – – –
PP
755
PagnatoKarp Partners
Virginia
$344K +$2.13K +47 +0.6%
HSA
756
HBK Sorce Advisory
Pennsylvania
$344K +$95.7K +2,116 +34%
GCM
757
Gator Capital Management
Florida
$343K +$136K +3,000 +57%
BG
758
Bahl & Gaynor
Ohio
$341K +$91.6K +2,025 +33%
HNB
759
Huntington National Bank
Ohio
$332K -$3.26K -72 -0.9%
KBFS
760
Kohmann Bosshard Financial Services
Ohio
$332K +$362K +7,992 New
IA
761
IFP Advisors
Florida
$330K -$8.78K -194 -2%
WB
762
WesBanco Bank
West Virginia
$330K +$11.3K +250 +3%
PA
763
Parallel Advisors
California
$330K +$16.2K +359 +5%
PWM
764
Perigon Wealth Management
California
$328K +$37.1K +820 +14%
NSB
765
Norway Savings Bank
Maine
$322K -$15.8K -350 -4%
ABC
766
Associated Banc-Corp
Wisconsin
$316K -$23.3K -514 -6%
FA
767
Fortis Advisors
Pennsylvania
$315K – – –
BTW
768
Boston Trust Walden
Massachusetts
$311K -$814 -18 -0.2%
OC
769
Oppenheimer & Co
New York
$310K -$75.4K -1,668 -18%
CQS
770
Credential Qtrade Securities
$310K -$59.2K -1,308 -15%
FIM
771
Freedom Investment Management
Connecticut
$308K -$580K -12,825 -63%
GIA
772
Granite Investment Advisors
New Hampshire
$307K -$21.5K -475 -6%
SA
773
Strategic Advisors
New York
$306K -$361K -7,973 -52%
BCWM
774
Blue Chip Wealth Management
Florida
$305K -$45.3K -1,001 -12%
SSA
775
Schonfeld Strategic Advisors
New York
$303K -$13.6K -300 -4%
29 30
31
32 33