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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
826
Compton Capital Management
Rhode Island
$307K +$11.4K +206 +4%
BIC
827
Beach Investment Counsel
Pennsylvania
$298K – – –
QIM
828
Quest Investment Management
Oregon
$294K – – –
SL
829
Signition LP
New York
$294K +$318K +5,744 New
HIM
830
Hermes Investment Management
United Kingdom
$292K – – –
LA
831
LVW Advisors
New York
$289K -$17.7K -320 -5%
BSW
832
Buckingham Strategic Wealth
Missouri
$282K +$4.93K +89 +2%
VCA
833
Verdence Capital Advisors
Maryland
$281K +$111 +2 +0%
WS
834
Wedbush Securities
California
$281K +$23.5K +424 +8%
GWM
835
Geneos Wealth Management
Colorado
$279K -$7.98K -144 -3%
DCM
836
Dynamic Capital Management
Jersey
$279K +$302K +5,459 New
HNB
837
Huntington National Bank
Ohio
$276K -$26.9K -485 -8%
DWA
838
Douglass Winthrop Advisors
New York
$274K -$50K -903 -14%
FWM
839
Frontier Wealth Management
Missouri
$274K -$49.2K -889 -14%
SCA
840
Snowden Capital Advisors
New York
$274K +$6.09K +110 +2%
MAM
841
Mark Asset Management
New York
$270K – – –
IIC
842
Integrated Investment Consultants
Michigan
$269K -$4.6K -83 -2%
SMFS
843
Squar Milner Financial Services
California
$268K -$28.5K -514 -9%
LCM
844
Laurion Capital Management
New York
$268K +$291K +5,248 New
IBOK
845
Independence Bank of Kentucky
Kentucky
$264K -$141K -2,550 -33%
WWMSC
846
Wagner Wealth Management (South Carolina)
South Carolina
$263K – – –
SP
847
SWS Partners
Ohio
$262K +$284K +5,120 New
BMO
848
Beck Mack & Oliver
New York
$261K – – –
JA
849
JOYN Advisors
Georgia
$260K -$238K -4,292 -46%
ST
850
Smithfield Trust
Pennsylvania
$259K +$48.7K +880 +21%
32 33
34
35 36