Charles Schwab

SCHW

Market cap $197B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
601	CC 601 Cornerstone Capital Palo Alto, California	$291K	–	–	–
602	NB 602 Nicolet Bankshares Green Bay, Wisconsin	$286K	-$11.7K	-413	-4%
603	SFG 603 SevenBridge Financial Group Harrisburg, Pennsylvania	$283K	+$318K	+11,185	New
604	GI 604 Gradient Investments Arden Hills, Minnesota	$279K	-$30.2K	-1,064	-9%
605	MSS 605 Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$279K	-$17.1K	-600	-5%
606	TWA 606 TCI Wealth Advisors Tucson, Arizona	$278K	-$28	-1	-0%
607	RCAG 607 Rehmann Capital Advisory Group Lansing, Michigan	$276K	-$91.5K	-3,221	-23%
608	WF 608 WealthTrust Fairport Cleveland, Ohio	$274K	-$406K	-14,280	-57%
609	AIM 609 Aspen Investment Management Grand Rapids, Michigan	$272K	–	–	–
610	DI 610 Diligent Investors Redlands, California	$266K	–	–	–
611	PWM 611 Perigon Wealth Management San Francisco, California	$263K	-$34.1K	-1,200	-10%
612	BCM 612 BlueCrest Capital Management St Helier, Jersey	$262K	+$294K	+10,348	New
613	BCM 613 BTR Capital Management Oakland, California	$261K	-$3.84K	-135	-1%
614	MWM 614 Mission Wealth Management Santa Barbara, California	$260K	–	–	–
615	CIA 615 Capital Investment Advisors Atlanta, Georgia	$259K	+$398	+14	+0.1%
616	BCM 616 Bayesian Capital Management Brooklyn, New York	$258K	+$290K	+10,200	New
617	RW 617 Rand Wealth Baltimore, Maryland	$257K	–	–	–
618	TW 618 Transform Wealth Greenwood Village, Colorado	$257K	+$288K	+10,136	New
619	CCM 619 Coe Capital Management Highland Park, Illinois	$253K	–	–	–
620	NFG 620 Next Financial Group Houston, Texas	$251K	+$654	+23	+0.2%
621	PI 621 Pettee Investors Rowayton, Connecticut	$248K	+$279K	+9,808	New
622	CB 622 Commerce Bank Kansas City, Missouri	$245K	+$275K	+9,675	New
623	BDF 623 Balasa Dinverno & Foltz	$243K	-$58.6K	-2,061	-18%
624	DLA 624 Douglas Lane & Associates New York	$235K	+$15.6K	+550	+6%
625	BB 625 Busey Bank Urbana, Illinois	$231K	–	–	–

Charles Schwab SCHW Market cap $197B

Charles Schwab

SCHW

Market cap $197B