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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
776
Altium Wealth Management
New York
$388K +$166K +3,244 +70%
GIA
777
Granite Investment Advisors
New Hampshire
$387K – – –
FT
778
Fiduciary Trust
Massachusetts
$382K -$2.04K -40 -0.5%
CIA
779
Choate Investment Advisors
Massachusetts
$380K +$80K +1,566 +25%
WB
780
WesBanco Bank
West Virginia
$378K +$25.5K +500 +7%
SSA
781
Schonfeld Strategic Advisors
New York
$374K +$388K +7,600 New
PA
782
Parallel Advisors
California
$373K -$77.6K -1,520 -17%
ECM
783
ETrade Capital Management
Virginia
$373K +$51.8K +1,014 +15%
PO
784
Private Ocean
California
$372K -$88.7K -1,737 -19%
FA
785
Fortis Advisors
Pennsylvania
$372K – – –
BTW
786
Boston Trust Walden
Massachusetts
$369K – – –
RCAG
787
Rehmann Capital Advisory Group
Michigan
$362K -$32.5K -637 -8%
MCC
788
Malaga Cove Capital
California
$359K +$20.4K +400 +6%
CG
789
Colony Group
Massachusetts
$356K -$3.73K -73 -1%
EWM
790
Evermay Wealth Management
Virginia
$355K +$10.2K +200 +3%
FB
791
Fulton Bank
Pennsylvania
$355K +$13.6K +266 +4%
VFA
792
Voya Financial Advisors
Connecticut
$353K -$2.4K -47 -0.7%
HH
793
Hilltop Holdings
Texas
$349K -$78.1K -1,529 -18%
KA
794
Klingman & Associates
New York
$349K -$14.2K -278 -4%
PAM
795
Palisade Asset Management
Minnesota
$348K +$7.1K +139 +2%
CA
796
Capital Advantage
California
$347K -$9.86K -193 -3%
GIP
797
Greatmark Investment Partners
Georgia
$344K – – –
SAM
798
Silvercrest Asset Management
New York
$342K +$12.3K +241 +4%
FSA
799
Franklin Street Advisors
North Carolina
$341K +$25.5K +500 +8%
OCG
800
Opus Capital Group
Ohio
$340K -$22.3K -436 -6%
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