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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
776
R.M. Davis Inc
Maine
$325K +$25.3K +538 +9%
WKWM
777
Walter & Keenan Wealth Management
Indiana
$324K
CAPTRUST Financial Advisors
778
CAPTRUST Financial Advisors
North Carolina
$324K +$297K +6,312 New
BG
779
Bahl & Gaynor
Ohio
$318K +$1.78K +38 +0.6%
SPC
780
Stewart & Patten Company
California
$315K
SFG
781
SNS Financial Group
Minnesota
$313K +$14.5K +308 +5%
CIA
782
Choate Investment Advisors
Massachusetts
$312K -$1.17K -25 -0.4%
PWM
783
Perigon Wealth Management
California
$308K -$56.4K -1,200 -17%
OI
784
Oakbrook Investments
Illinois
$308K +$282K +6,000 New
CPH
785
C Partners Holding
Switzerland
$301K +$275K +5,852 New
BIC
786
Beach Investment Counsel
Pennsylvania
$299K
HNB
787
Huntington National Bank
Ohio
$299K +$9.3K +198 +4%
CCM
788
Compton Capital Management
Rhode Island
$298K -$9.4K -200 -3%
QIM
789
Quest Investment Management
Oregon
$295K
GWM
790
Geneos Wealth Management
Colorado
$293K +$108K +2,302 +67%
PFPT
791
Pinnacle Financial Partners (Tennessee)
Tennessee
$291K +$19.1K +407 +8%
LNC
792
Lincoln National Corp
Pennsylvania
$289K +$265K +5,636 New
BSW
793
Buckingham Strategic Wealth
Missouri
$288K +$263K +5,597 New
SMFS
794
Squar Milner Financial Services
California
$287K +$250K +5,319 New
LA
795
LVW Advisors
New York
$284K
FWCM
796
Ferguson Wellman Capital Management
Oregon
$284K +$28.2K +600 +12%
EWM
797
Evermay Wealth Management
Virginia
$284K +$260K +5,530 New
AL
798
Aspiriant LLC
California
$282K -$2.31M -49,267 -90%
WS
799
Wedbush Securities
California
$278K -$9.63K -205 -4%
CAG
800
Crestwood Advisors Group
Massachusetts
$277K +$253K +5,390 New