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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CICI
701
Capital Investment Counsel Inc
North Carolina
$752K +$150K +3,403 +27%
IC
702
IEQ Capital
California
$741K +$687K +15,576 New
SWMG
703
Signature Wealth Management Group
Georgia
$737K +$6.88K +156 +1%
BP
704
BBR Partners
New York
$734K +$11.9K +271 +2%
EWM
705
Empirical Wealth Management
Washington
$733K +$3.44K +78 +0.5%
CNBT
706
Canandaigua National Bank & Trust
New York
$730K -$153K -3,463 -18%
RJT
707
Raymond James Trust
Florida
$728K -$136K -3,084 -17%
ECM
708
ETrade Capital Management
Virginia
$719K +$666K +15,115 New
AFM
709
Anson Funds Management
Texas
$713K +$661K +15,000 New
NAM
710
Nexpoint Asset Management
Texas
$713K +$661K +15,000 New
CYG
711
Clean Yield Group
Vermont
$708K -$17.6K -400 -3%
HIS
712
Horizon Investment Services
Indiana
$705K +$653K +14,813 New
RIA
713
Realta Investment Advisors
Delaware
$700K +$113K +2,557 +22%
FHB
714
First Hawaiian Bank
Hawaii
$698K -$190K -4,300 -23%
NICM
715
Neo Ivy Capital Management
New York
$697K +$646K +14,659 New
MYIA
716
Mount Yale Investment Advisors
Colorado
$695K -$57.2K -1,298 -8%
UCI
717
Uncommon Cents Investing
Wisconsin
$694K -$19.8K -450 -3%
KJWM
718
Kiley Juergens Wealth Management
Washington
$691K +$641K +14,540 New
LHC
719
Little House Capital
Massachusetts
$689K -$720K -16,333 -53%
RG
720
Rathbones Group
United Kingdom
$687K -$51.6K -1,171 -7%
CBT
721
Central Bank & Trust
Kentucky
$685K +$7.41K +168 +1%
FC
722
FORA Capital
Florida
$684K +$634K +14,383 New
HCA
723
Hyperion Capital Advisors
New York
$684K +$634K +14,391 New
CSIC
724
Clifford Swan Investment Counsel
California
$679K – – –
HA
725
Harfst & Associates
Wyoming
$679K +$27.8K +630 +5%
27 28
29
30 31