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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
951
Blume Capital Management
California
$61K -$17.2K -310 -21%
OC
952
Oakworth Capital
Alabama
$61K – – –
BWM
953
Baystate Wealth Management
Massachusetts
$61K +$5.65K +102 +9%
EFSCE
954
Enterprise Financial Services Corp (EFSC)
Missouri
$58K -$3.54K -64 -5%
FGAM
955
Financial Gravity Asset Management
Texas
$58K +$62.5K +1,128 +5,371%
SBL
956
Sargent Bickham Lagudis
Colorado
$55K +$55 +1 +0.1%
AF
957
Advisornet Financial
Minnesota
$53K -$125K -2,259 -68%
CT
958
Clearstead Trust
Maine
$53K +$57.8K +1,044 New
FC
959
Ferris Capital
Massachusetts
$51K – – –
FAM
960
Fred Alger Management
New York
$50K +$40.3K +727 +292%
SQA
961
Simon Quick Advisors
New Jersey
$49K -$61.6K -1,113 -53%
MCM
962
Manchester Capital Management
Vermont
$49K – – –
FHA
963
Flagship Harbor Advisors
Massachusetts
$47K +$51.4K +928 New
RAM
964
Riggs Asset Management
Pennsylvania
$46K – – –
PI
965
PineBridge Investments
New York
$46K +$34.1K +615 +217%
GRP
966
Global Retirement Partners
California
$41K -$27K -487 -37%
HT
967
Heritage Trust
Oklahoma
$41K – – –
PFGIA
968
Patriot Financial Group Insurance Agency
Massachusetts
$41K +$39.2K +708 +814%
VCM
969
Vigilant Capital Management
Maine
$40K -$5.98K -108 -12%
AAP
970
Arax Advisory Partners
Colorado
$40K +$10.7K +193 +32%
SMG
971
Spectrum Management Group
Indiana
$38K – – –
IFAM
972
Institutional & Family Asset Management
Colorado
$35K -$609 -11 -2%
GFP
973
Gryphon Financial Partners
Ohio
$35K -$499 -9 -1%
MSA
974
Marino Stram & Associates
Massachusetts
$35K +$3.27K +59 +9%
AIL
975
AGF Investments LLC
Ontario, Canada
$35K +$38.8K +700 New
37 38
39
40 41