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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
826
Greatmark Investment Partners
Georgia
$235K – – –
BPCE
827
Bank Pictet & Cie (Europe)
Germany
$235K +$294K +6,994 New
CNC
828
Citizens & Northern Corp
Pennsylvania
$234K -$179K -4,273 -38%
FMLI
829
Fukoku Mutual Life Insurance
Japan
$234K – – –
OCG
830
Opus Capital Group
Ohio
$233K – – –
XM
831
XTX Markets
New York
$233K +$290K +6,917 New
BPB
832
Badgley, Phelps & Bell
Washington
$232K +$11.4K +271 +4%
EWM
833
Empirical Wealth Management
Washington
$231K -$359K -8,556 -55%
NSB
834
Norway Savings Bank
Maine
$231K -$9.44K -225 -3%
CA
835
Cetera Advisors
Colorado
$231K +$2.81K +67 +1%
LFAS
836
Level Four Advisory Services
Texas
$230K +$9.74K +232 +3%
EF
837
Empirical Finance
Pennsylvania
$229K +$100K +2,387 +54%
MSS
838
Mitchell Sinkler & Starr
Pennsylvania
$228K – – –
KA
839
Klingman & Associates
New York
$228K +$3.06K +73 +1%
VCM
840
Violich Capital Management
California
$227K +$284K +6,760 New
QPWM
841
Quadrant Private Wealth Management
Pennsylvania
$226K +$282K +6,716 New
RIM
842
Regent Investment Management
Kentucky
$221K -$25.2K -600 -8%
CAM
843
Cresset Asset Management
Illinois
$221K +$58.5K +1,393 +27%
CA
844
Clearstead Advisors
Ohio
$220K -$282K -6,721 -51%
HCMT
845
Highland Capital Management (Tennessee)
Tennessee
$215K – – –
IAN
846
Integrated Advisors Network
Texas
$214K +$12.5K +298 +5%
CB
847
CNB Bank
Pennsylvania
$213K -$45.8K -1,092 -15%
DWA
848
Douglass Winthrop Advisors
New York
$212K -$51.2M -1,219,057 -99%
GIA
849
Granite Investment Advisors
New Hampshire
$212K – – –
FB
850
Fulton Bank
Pennsylvania
$212K +$38.2K +911 +17%
32 33
34
35 36