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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAS
801
Shine Investment Advisory Services
Colorado
$144K -$3.45K -83 -2%
BL
802
Balentine LLC
Georgia
$138K -$3.2K -77 -2%
YWP
803
YorkBridge Wealth Partners
New York
$138K +$1.99K +48 +2%
NIT
804
NumerixS Investment Technologies
British Columbia, Canada
$136K -$2.01M -48,303 -94%
CCS
805
Crosspoint Capital Strategies
California
$131K – – –
FBT
806
First Bank & Trust
South Dakota
$121K -$11.4K -275 -9%
GLI
807
Guardian Life Insurance
New York
$119K -$1.2K -29 -1%
EA
808
Edge Advisors
Georgia
$117K +$15.1K +364 +15%
PR
809
Payden & Rygel
California
$115K – – –
LCM
810
Liberty Capital Management
Michigan
$115K +$40.5K +976 +61%
WA
811
WealthTrust-Arizona
Arizona
$108K – – –
CBT
812
Capital Bank & Trust
California
$108K +$28.2K +680 +38%
SIM
813
Sonora Investment Management
Arizona
$107K – – –
LWM
814
Lenox Wealth Management
Ohio
$99K +$18.4K +442 +24%
DBT
815
Dubuque Bank & Trust
Iowa
$96K -$12.5K -300 -12%
OAMG
816
Odey Asset Management Group
United Kingdom
$96K – – –
JFGIW
817
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$95K +$6.64K +160 +8%
AIM
818
Anchor Investment Management
South Carolina
$94K +$12.5K +300 +16%
AIM
819
Advantage Investment Management
Iowa
$94K -$2.49K -60 -3%
HFM
820
Hartford Financial Management
Connecticut
$90K – – –
RE
821
RBC Europe
United Kingdom
$78.7K +$74.7K +1,800 New
IWM
822
IHT Wealth Management
Illinois
$77K -$42.9K -1,033 -38%
NSIM
823
North Star Investment Management
Illinois
$75K +$42 +1 +0.1%
TFO
824
Tarbox Family Office
California
$71K -$125K -3,000 -65%
ST
825
Smithfield Trust
Pennsylvania
$71K +$24.5K +590 +57%
31 32
33
34 35