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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
901
Strategic Wealth Partners
Ohio
$1.15M +$1.06M +20,290 New
ESB
902
Essex Savings Bank
Connecticut
$1.15M +$26.5K +506 +3%
BCM
903
Buckhead Capital Management
Georgia
$1.14M -$296K -5,645 -22%
BCM
904
Birmingham Capital Management
Alabama
$1.14M -$73.3K -1,400 -7%
LWM
905
Laidlaw Wealth Management
New York
$1.14M +$454K +8,662 +76%
EWM
906
EPG Wealth Management
Georgia
$1.14M +$1.05M +20,052 New
GA
907
Greenhaven Associates
New York
$1.13M – – –
BFG
908
Beacon Financial Group
Texas
$1.13M -$15.8K -301 -1%
AIM
909
Aspen Investment Management
Michigan
$1.13M -$162K -3,093 -13%
RWA
910
Roberts Wealth Advisors
California
$1.12M +$14.5K +276 +1%
DIP
911
Davis Investment Partners
North Carolina
$1.12M +$865K +16,516 New
SWMG
912
Signature Wealth Management Group
Georgia
$1.12M -$23.2K -442 -2%
SAM
913
Secure Asset Management
Michigan
$1.11M +$35K +668 +4%
HH
914
Hilltop Holdings
Texas
$1.11M +$67.1K +1,281 +7%
HWAM
915
Hennion & Walsh Asset Management
New Jersey
$1.11M -$893K -17,051 -47%
CPRC
916
Consolidated Portfolio Review Corp
New York
$1.11M +$32K +611 +3%
EWA
917
EverSource Wealth Advisors
Alabama
$1.11M +$816K +15,585 +396%
SCA
918
Sander Capital Advisors
Washington
$1.11M +$1.02M +19,510 New
AIM
919
Anchor Investment Management
South Carolina
$1.1M -$183K -3,501 -15%
WAP
920
Wealthcare Advisory Partners
Pennsylvania
$1.1M +$148K +2,826 +17%
FSA
921
Franklin Street Advisors
North Carolina
$1.1M – – –
PI
922
Parkside Investments
Illinois
$1.1M +$1.17M +22,413 New
WF
923
WoodTrust Financial
Wisconsin
$1.1M +$1.02M +19,400 New
ONB
924
Old National Bancorp
Indiana
$1.1M -$579K -11,047 -36%
FMAEN1
925
Fund Management at Engine No 1
California
$1.1M +$44K +841 +5%
35 36
37
38 39