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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
551
Financial Enhancement Group
Indiana
$3.28M +$399K +5,447 +9%
PSC
552
Prentiss Smith & Co
Vermont
$3.24M +$4.53M +61,926 New
MA
553
Mezzasalma Advisors
New Jersey
$3.23M +$4.52M +61,755 New
PTCG
554
Pring Turner Capital Group
California
$3.21M +$1.34M +18,328 +43%
LNWWM
555
Laird Norton Wetherby Wealth Management
California
$3.2M +$877K +11,971 +24%
PCH
556
Polar Capital Holdings
United Kingdom
$3.2M -$3.95M -53,873 -47%
GHAM
557
Gilman Hill Asset Management
Connecticut
$3.19M +$4.45M +60,823 New
GWM
558
Geneos Wealth Management
Colorado
$3.18M -$519K -7,091 -10%
LA
559
LBP AM
France
$3.17M -$214K -2,921 -5%
ACM
560
Aquatic Capital Management
Illinois
$3.16M +$4.42M +60,400 New
EWA
561
EP Wealth Advisors
California
$3.14M +$1.58M +21,589 +82%
PC
562
Permanens Capital
New York
$3.14M +$1.39M +19,000 +46%
FG
563
Fiduciary Group
Georgia
$3.13M +$15.4K +210 +0.4%
YCM
564
Yost Capital Management
Texas
$3.09M -$1.58M -21,532 -27%
NA
565
NewEdge Advisors
Louisiana
$3.08M +$623K +8,508 +17%
CCG
566
Cloverfields Capital Group
Minnesota
$3.07M +$963K +13,144 +29%
YIH
567
Y-Intercept (HK)
Hong Kong
$3.07M +$3.81M +51,999 +795%
LPIC
568
LeJeune Puetz Investment Counsel
Michigan
$3.07M +$297K +4,050 +7%
WPW
569
Warther Private Wealth
Ohio
$3.04M +$4.25M +58,106 New
WCA
570
Westover Capital Advisors
Delaware
$3.03M +$4.23M +57,815 New
GIM
571
Goelzer Investment Management
Indiana
$3M +$112K +1,535 +3%
LC
572
Lincoln Capital
Nebraska
$3M +$4.19M +57,256 New
GI
573
GS Investments
Minnesota
$2.99M +$421K +5,750 +11%
PA
574
Pinnacle Associates
New York
$2.98M +$568K +7,750 +16%
PA
575
Paragon Advisors
Texas
$2.96M +$4.14M +56,577 New
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