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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
751
Bartlett & Co Wealth Management
Ohio
$1.58M -$55.3K -755 -2%
CBT
752
Central Bank & Trust
Kentucky
$1.57M +$59.2K +809 +3%
CAM
753
Crown Advisors Management
California
$1.57M +$2.2M +30,000 New
SSWM
754
Sheets Smith Wealth Management
North Carolina
$1.57M +$248K +3,389 +13%
UCFA
755
United Capital Financial Advisors
Texas
$1.57M +$1.17M +15,949 +114%
API
756
Advisor Partners II
California
$1.57M -$1.08M -14,800 -33%
PFT
757
Providence First Trust
Arizona
$1.54M +$2.15M +29,425 New
CF
758
Centaurus Financial
California
$1.54M +$2.15M +29,413 New
LFG
759
Lazard Frères Gestion
France
$1.54M -$298K -4,074 -11%
QOP
760
Quinn Opportunity Partners
Virginia
$1.53M -$696K -9,500 -25%
1WA
761
180 Wealth Advisors
Washington
$1.52M +$513 +7 +0%
WOC
762
West Oak Capital
California
$1.51M -$91.5K -1,250 -4%
DIM
763
Delta Investment Management
California
$1.5M +$2.1M +28,715 New
CAI
764
Capital Advisors Inc
Oklahoma
$1.49M +$79.8K +1,090 +4%
TMAM
765
Tokio Marine Asset Management
Japan
$1.49M +$260K +3,557 +14%
BF
766
BOK Financial
Oklahoma
$1.48M -$2.36M -32,265 -53%
GIP
767
Granite Investment Partners
California
$1.48M -$606K -8,270 -23%
GT
768
Greenleaf Trust
Michigan
$1.47M -$75.3K -1,028 -4%
HCCM
769
Hudson Canyon Capital Management
New York
$1.47M +$99.4K +1,358 +5%
RCM
770
Riverpark Capital Management
New York
$1.46M – – –
JFGIW
771
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.45M +$1.8M +24,554 +763%
OIA
772
OneDigital Investment Advisors
Kansas
$1.45M +$1.56M +21,321 +332%
HHAA
773
Henry H. Armstrong Associates
Pennsylvania
$1.45M – – –
FA
774
FDx Advisors
Illinois
$1.44M – – –
CCA
775
Covey Capital Advisors
Georgia
$1.44M -$1.41M -19,189 -41%
29 30
31
32 33