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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
1026
Knollwood Investment Advisory
Maryland
$830K – – –
GIP
1027
Granite Investment Partners
California
$829K -$151K -2,300 -15%
AFG
1028
Atomi Financial Group
New York
$826K -$24.5K -373 -3%
WPC
1029
Wedmont Private Capital
Pennsylvania
$824K -$81.4K -1,239 -9%
HH
1030
Hilltop Holdings
Texas
$820K +$346K +5,267 +71%
SAM
1031
Summit Asset Management
Tennessee
$817K -$59.9K -912 -7%
WFA
1032
West Financial Advisors
Iowa
$817K – – –
SIA
1033
Schechter Investment Advisors
Michigan
$814K -$367K -5,582 -31%
UPS
1034
UHLMANN PRICE SECURITIES
Illinois
$813K +$824K +12,543 New
HA
1035
Herold Advisors
New York
$807K -$289K -4,395 -26%
FCFC
1036
First Commonwealth Financial Corp
Pennsylvania
$807K +$17.7K +269 +2%
ONB
1037
Old National Bancorp
Indiana
$807K -$234K -3,556 -22%
MCCP
1038
Mission Creek Capital Partners
California
$805K -$97.9K -1,490 -11%
PWM
1039
Power Wealth Management
Georgia
$804K +$104K +1,590 +15%
CFG
1040
Cooper Financial Group
California
$803K +$343K +5,226 +73%
SP
1041
Stablepoint Partners
Massachusetts
$800K +$41K +624 +5%
PIA
1042
Panoramic Investment Advisors
Colorado
$795K +$806K +12,268 New
CFP
1043
Catalyst Financial Partners
Massachusetts
$791K -$28.2K -429 -3%
PPG
1044
Peak Planning Group
Colorado
$786K -$5.32K -81 -0.7%
FC
1045
Fusion Capital
South Carolina
$780K +$219K +3,337 +38%
OC
1046
Opinicus Capital
Florida
$780K -$28.6K -436 -3%
LIM
1047
Leavell Investment Management
Alabama
$779K +$330K +5,029 +72%
OIM
1048
Oder Investment Management
California
$778K -$10.3K -157 -1%
LAM
1049
Lummis Asset Management
Texas
$776K -$5.45K -83 -0.7%
HKIMG
1050
Hutchens & Kramer Investment Management Group
Indiana
$773K -$109K -1,661 -12%
40 41
42
43 44