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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
JLBC
851
J.L. Bainbridge & Co
Florida
$210K -$1.18K -28 -0.4%
AWM
852
Atticus Wealth Management
Florida
$210K – – –
GT
853
Greenleaf Trust
Michigan
$209K -$88.8K -2,116 -25%
SSWM
854
Sheets Smith Wealth Management
North Carolina
$209K +$9.06K +216 +4%
CIA
855
Choate Investment Advisors
Massachusetts
$208K – – –
AG
856
Algert Global
California
$208K +$260K +6,185 New
ACM
857
AlphaCrest Capital Management
New York
$207K -$6.99M -166,557 -96%
PAI
858
Pittenger & Anderson Inc
Nebraska
$207K +$113K +2,700 +78%
MCG
859
MACRO Consulting Group
New Jersey
$207K +$246K +5,851 New
BTW
860
Boston Trust Walden
Massachusetts
$206K -$34.2K -814 -12%
WI
861
Wintrust Investments
Illinois
$206K – – –
SCC
862
Second Curve Capital
Pennsylvania
$205K -$2.94M -70,000 -92%
DIM
863
DC Investments Management
Virginia
$205K -$488K -11,620 -66%
RC
864
RegentAtlantic Capital
New Jersey
$205K -$458K -10,922 -64%
PWLP
865
Prio Wealth Limited Partnership
Massachusetts
$205K -$172K -4,100 -40%
HBT
866
Hills Bank & Trust
Iowa
$205K -$13.8K -328 -5%
RCAG
867
Rehmann Capital Advisory Group
Michigan
$205K +$255K +6,084 New
EWA
868
EP Wealth Advisors
California
$203K -$228K -5,439 -47%
CAN
869
Cetera Advisor Networks
California
$203K -$90.3K -2,151 -26%
DS
870
DRW Securities
Illinois
$202K -$250K -5,960 -50%
HB
871
Homrich & Berg
Georgia
$202K -$101K -2,397 -29%
SAG
872
Spotlight Asset Group
Illinois
$201K +$252 +6 +0.1%
NNP
873
Nachman Norwood & Parrott
South Carolina
$200K -$1.59K -38 -0.6%
PMFA
874
Plante Moran Financial Advisors
Michigan
$196K +$94.4K +2,250 +63%
RTC
875
Riverview Trust Company
Washington
$195K -$23.4K -558 -9%
33 34
35
36 37