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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
951
Pine Valley Investments
New Jersey
$2.2M -$41.4K -436 -2%
RA
952
Rational Advisors
New York
$2.2M +$1.76M +18,500 +529%
PA
953
Pinnacle Associates
New York
$2.18M -$145K -1,527 -7%
PI
954
Pettee Investors
Connecticut
$2.18M -$33.2K -350 -2%
RP
955
Riverwater Partners
Wisconsin
$2.17M -$8.16K -86 -0.4%
ESB
956
Essex Savings Bank
Connecticut
$2.17M -$1.99K -21 -0.1%
BCWM
957
Bartlett & Co Wealth Management
Ohio
$2.15M -$27.8K -293 -1%
CRM
958
Cramer Rosenthal McGlynn
Connecticut
$2.15M -$8.16M -86,065 -80%
PFA
959
Professional Financial Advisors
Nebraska
$2.15M +$1.33K +14 +0.1%
WCA
960
Westover Capital Advisors
Delaware
$2.14M +$604K +6,367 +42%
PCIA
961
Prime Capital Investment Advisors
Kansas
$2.14M -$53K -559 -3%
CAG
962
Csenge Advisory Group
Florida
$2.14M +$166K +1,755 +9%
EPW
963
Elevated Private Wealth
Wisconsin
$2.14M +$2.03M +21,387 New
GS
964
GTS Securities
Florida
$2.14M +$1.22M +12,894 +152%
IG
965
ING Group
Netherlands
$2.13M -$12M -126,609 -86%
CNC
966
Citizens & Northern Corp
Pennsylvania
$2.13M -$78.5K -827 -4%
SS
967
Sunbelt Securities
Texas
$2.12M +$3.42K +36 +0.2%
SAM
968
Smartleaf Asset Management
Massachusetts
$2.11M +$184K +1,937 +10%
JRPIM
969
Journey Retirement Planning & Investment Management
Idaho
$2.09M +$1.99M +20,928 New
FFM
970
Forum Financial Management
Illinois
$2.08M +$7.3K +77 +0.4%
NO
971
Ninety One
South Africa
$2.07M +$1.19M +12,557 +153%
AFG
972
Atomi Financial Group
New York
$2.06M +$205K +2,161 +12%
CHC
973
City Holding Co
West Virginia
$2.06M +$55.1K +581 +3%
ONB
974
Old National Bancorp
Indiana
$2.05M -$123K -1,299 -6%
OTL
975
Oak Thistle LLC
New York
$2.05M +$488K +5,149 +34%
37 38
39
40 41