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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
851
Heritage Trust
Oklahoma
$35K – – –
GWS
852
Glassman Wealth Services
Virginia
$32K – – –
SMG
853
Spectrum Management Group
Indiana
$32K +$30.8K +741 New
GRP
854
Global Retirement Partners
California
$30K +$3.32K +80 +13%
FIB
855
First Interstate Bank
Montana
$30K +$6.23K +150 +28%
ANBT
856
American National Bank & Trust
Texas
$29K – – –
IP
857
Intellectus Partners
California
$29K – – –
WA
858
Winfield Associates
Ohio
$28K – – –
JCM
859
Jacobi Capital Management
Pennsylvania
$26K +$8.3K +200 +54%
HCA
860
Horan Capital Advisors
Ohio
$26K +$24.9K +600 New
DAM
861
Delta Asset Management
Tennessee
$24K – – –
WIM
862
Westside Investment Management
California
$23.1K -$38.4K -926 -65%
MUS
863
Mitsubishi UFJ Securities
Japan
$23K – – –
CAM
864
Close Asset Management
United Kingdom
$22K – – –
PK
865
Pflug Koory
Nebraska
$22K – – –
RIA
866
RPG Investment Advisory
California
$22K – – –
BTIS
867
BB&T Investment Services
North Carolina
$22K +$5.65K +136 +35%
PFBT
868
Parkside Financial Bank & Trust
Missouri
$21K – – –
EFSCE
869
Enterprise Financial Services Corp (EFSC)
Missouri
$20K – – –
FPFS
870
First Personal Financial Services
North Carolina
$20K – – –
M
871
MOTCO
Texas
$20K – – –
CHP
872
Cable Hill Partners
Oregon
$20K +$18.7K +450 New
FMP
873
Financial Management Professionals
Texas
$19K – – –
PCP
874
Proficio Capital Partners
Massachusetts
$19K – – –
WPA
875
West Paces Advisors
Georgia
$18.2K – – –
33 34
35
36 37