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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1426
Operose Advisors
Wisconsin
$364K -$628K -8,389 -63%
HFS
1427
Hopwood Financial Services
Virginia
$363K +$367K +4,906 New
HWA
1428
HHM Wealth Advisors
Tennessee
$361K +$150K +2,000 +69%
ACM
1429
Aljian Capital Management
Nevada
$361K +$374 +5 +0.1%
TPCW
1430
TD Private Client Wealth
New York
$360K -$55.1K -736 -13%
PA
1431
Procyon Advisors
Connecticut
$359K +$106K +1,411 +41%
PBK
1432
Peoples Bank (Kansas)
Kansas
$357K -$7.48K -100 -2%
SIMG
1433
Sonora Investment Management Group
Arizona
$356K -$12K -160 -3%
BMCM
1434
Bryn Mawr Capital Management
Pennsylvania
$356K +$360K +4,806 New
BOSSRA
1435
B.O.S.S. Retirement Advisors
Utah
$355K +$359K +4,803 New
GKIM
1436
GW&K Investment Management
Massachusetts
$354K -$794K -10,613 -69%
HS
1437
Horan Securities
United States
$354K +$4.86K +65 +1%
BA
1438
Bellwether Advisors
Nebraska
$353K +$357K +4,770 New
IAMOG
1439
Investors Asset Management of Georgia
Georgia
$353K +$9.5K +127 +3%
FI
1440
FWG Investments
Kentucky
$351K +$4.19K +56 +1%
FPAS
1441
Focus Partners Advisor Solutions
Missouri
$350K +$354K +4,735 New
IFU
1442
iSAM Funds (UK)
United Kingdom
$349K -$45.3K -605 -11%
OL
1443
Optas LLC
Texas
$348K +$72.1K +964 +26%
SCTC
1444
Sanibel Captiva Trust Company
Florida
$345K +$117K +1,566 +51%
OIM
1445
Orca Investment Management
Oregon
$344K -$47.5K -635 -12%
EWM
1446
Evermay Wealth Management
Virginia
$342K -$24.8K -332 -7%
CFG
1447
CKW Financial Group
Hawaii
$340K – – –
EWS
1448
Eagle Wealth Strategies
New Jersey
$340K +$16.2K +217 +5%
MCC
1449
Maiden Cove Capital
Maine
$340K -$1.57K -21 -0.5%
OC
1450
Oarsman Capital
Wisconsin
$339K -$3.74K -50 -1%
56 57
58
59 60