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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FA
826
Fortis Advisors
Pennsylvania
$305K
ZB
827
Zions Bancorporation
Utah
$300K +$84.3K +1,935 +35%
NSB
828
Norway Savings Bank
Maine
$299K -$8.72K -200 -3%
BTW
829
Boston Trust Walden
Massachusetts
$299K
GIA
830
Granite Investment Advisors
New Hampshire
$297K
SA
831
Strategic Advisors
New York
$294K +$23.2K +533 +8%
SMFS
832
Squar Milner Financial Services
California
$293K -$188K -4,311 -37%
BCM
833
Boltwood Capital Management
California
$293K +$4.36K +100 +1%
LC
834
Lincoln Capital
Nebraska
$291K +$316K +7,246 New
CIA
835
Choate Investment Advisors
Massachusetts
$288K
GHA
836
GW Henssler & Associates
Georgia
$287K -$10.8M -248,860 -97%
AA
837
Apriem Advisors
California
$287K -$22.8K -522 -7%
FIM
838
Freedom Investment Management
Connecticut
$283K +$30.5K +699 +11%
PA
839
Parallel Advisors
California
$281K -$30K -689 -9%
GIP
840
Greatmark Investment Partners
Georgia
$281K
RTC
841
Riverview Trust Company
Washington
$280K
OCG
842
Opus Capital Group
Ohio
$279K
SBSB
843
Sullivan, Bruyette, Speros & Blaney
Virginia
$279K +$6.19K +142 +2%
HIIFS
844
Harel Insurance Investments & Financial Services
Israel
$277K -$164K -3,753 -35%
Luther King Capital Management (LKCM)
845
Luther King Capital Management (LKCM)
Texas
$275K -$26K -596 -8%
BCWM
846
Blue Chip Wealth Management
Florida
$272K -$27.8K -639 -9%
JFM
847
Jackson Financial Management
California
$271K
LWM
848
Liberty Wealth Management
California
$271K +$253K +5,809 +617%
KA
849
Klingman & Associates
New York
$270K -$7.63K -175 -3%
DI
850
Diligent Investors
California
$269K