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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
876
Denver PWM
Colorado
$249K -$7.4K -164 -3%
BIC
877
Beach Investment Counsel
Pennsylvania
$249K – – –
FB
878
Fulton Bank
Pennsylvania
$249K +$14K +309 +6%
LWCFA
879
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$247K -$121K -2,669 -32%
IBOK
880
Independence Bank of Kentucky
Kentucky
$247K +$31.2K +690 +14%
PP
881
Prudential plc
United Kingdom
$246K – – –
QIM
882
Quest Investment Management
Oregon
$246K – – –
NIM
883
NuWave Investment Management
New Jersey
$245K +$238K +5,272 +1,193%
PTC
884
Petrus Trust Company
Texas
$244K +$34.5K +764 +15%
WIS
885
Wright Investors Service
Connecticut
$242K -$43.9K -972 -15%
FHA
886
First Horizon Advisors
Tennessee
$241K +$43.6K +966 +21%
TPWA
887
TRUE Private Wealth Advisors
Oregon
$240K -$38.4K -851 -13%
CIA
888
Capital Investment Advisors
Georgia
$239K -$179K -3,964 -41%
SB
889
Simmons Bank
Arkansas
$239K +$252K +5,588 New
FNBT
890
FineMark National Bank & Trust
Florida
$238K -$20.9K -463 -8%
MCP
891
Mirador Capital Partners
California
$237K +$13.7K +303 +6%
JSL
892
JT Stratford LLC
Georgia
$237K +$250K +5,540 New
ZB
893
Zions Bancorporation
Utah
$236K +$249K +5,519 New
SAM
894
Silvercrest Asset Management
New York
$235K -$6.55K -145 -3%
PAS
895
Park Avenue Securities
New York
$235K +$240K +5,315 New
HI
896
Horizon Investments
North Carolina
$231K +$244K +5,398 New
DWA
897
Douglass Winthrop Advisors
New York
$223K – – –
CCIA
898
Campbell & Co Investment Adviser
Maryland
$223K +$235K +5,215 New
HVIA
899
Hudson Valley Investment Advisors
New York
$222K -$185K -4,096 -44%
SFSIG
900
San Francisco Sentry Investment Group
California
$222K +$16.6K +367 +8%
34 35
36
37 38