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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
KJHP
901
K.J. Harrison & Partners
Ontario, Canada
$2.22M -$1.04M -11,000 -31%
WAM
902
Weiss Asset Management
Massachusetts
$2.21M +$2.2M +23,169 New
DIS
903
Diversified Investment Strategies
Louisiana
$2.21M – – –
NAS
904
Nicolet Advisory Services
Wisconsin
$2.2M -$57.3K -604 -3%
3IP
905
3Chopt Investment Partners
Virginia
$2.2M +$19.7K +208 +0.9%
PCP
906
Pacific Capital Partners
$2.19M +$2.18M +22,924 New
DAS
907
Diversify Advisory Services
Utah
$2.19M +$524K +5,524 +31%
RWA
908
Roberts Wealth Advisors
California
$2.18M -$46.7K -492 -2%
HIS
909
Horizon Investment Services
Indiana
$2.16M +$2.15M +22,614 New
CIC
910
Cornercap Investment Counsel
Georgia
$2.16M -$36.1K -380 -2%
PA
911
Profund Advisors
Maryland
$2.15M +$325K +3,429 +18%
PVI
912
Pine Valley Investments
New Jersey
$2.14M -$164K -1,731 -7%
SC
913
Savant Capital
Illinois
$2.14M +$132K +1,393 +7%
WCBA
914
Weaver C. Barksdale & Associates
Tennessee
$2.13M -$138K -1,452 -6%
PI
915
Pettee Investors
Connecticut
$2.12M – – –
CNC
916
Citizens & Northern Corp
Pennsylvania
$2.11M +$14.6K +154 +0.7%
PCIA
917
Prime Capital Investment Advisors
Kansas
$2.1M +$61.1K +644 +3%
LAM
918
LOM Asset Management
$2.09M +$329K +3,467 +19%
BCWM
919
Bartlett & Co Wealth Management
Ohio
$2.08M +$12.9K +136 +0.6%
ONB
920
Old National Bancorp
Indiana
$2.08M +$136K +1,429 +7%
RP
921
Riverwater Partners
Wisconsin
$2.08M -$19.5K -205 -0.9%
ESB
922
Essex Savings Bank
Connecticut
$2.07M -$3.7K -39 -0.2%
PFA
923
Professional Financial Advisors
Nebraska
$2.05M +$60.8K +641 +3%
GCM
924
Graham Capital Management
Connecticut
$2.03M -$11.3M -119,175 -85%
HBT
925
Hills Bank & Trust
Iowa
$2.03M +$28.6K +301 +1%
35 36
37
38 39