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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
801
Leavell Investment Management
Alabama
$275K – – –
BA
802
Bridgewater Associates
Connecticut
$274K -$666K -14,182 -73%
PFS
803
Physicians Financial Services
North Carolina
$272K – – –
VST
804
Van Strum & Towne
California
$272K – – –
FWM
805
Frontier Wealth Management
Missouri
$270K +$21.8K +465 +10%
WWMSC
806
Wagner Wealth Management (South Carolina)
South Carolina
$268K +$233K +4,950 New
TA
807
Tiedemann Advisors
New York
$267K -$4.33M -92,120 -95%
SCA
808
Snowden Capital Advisors
New York
$267K +$244K +5,195 New
S
809
SignatureFD
Georgia
$264K +$19K +405 +9%
FB
810
Fulton Bank
Pennsylvania
$263K – – –
BMO
811
Beck Mack & Oliver
New York
$262K – – –
GCMG
812
Gyroscope Capital Management Group
Florida
$258K -$34.7K -739 -13%
GC
813
Garde Capital
Washington
$258K -$18.3K -389 -7%
DAS
814
Dynamic Advisor Solutions
Arizona
$257K +$235K +5,000 New
LJAC
815
L.J. Altfest & Co
New York
$257K +$235K +5,000 New
SBA
816
Secrest Blakey & Associates
North Carolina
$257K +$235K +5,000 New
GT
817
Greenleaf Trust
Michigan
$255K +$185K +3,934 +385%
MWM
818
Mascoma Wealth Management
New Hampshire
$249K -$43.2K -920 -16%
MAM
819
Marquette Asset Management
Minnesota
$249K – – –
ECM
820
ETrade Capital Management
Virginia
$249K +$229K +4,864 New
CFG
821
CKW Financial Group
Hawaii
$247K – – –
WC
822
Whitney & Co
New York
$244K +$223K +4,744 New
FEG
823
Financial Enhancement Group
Indiana
$243K +$222K +4,733 New
BHTS
824
Bar Harbor Trust Services
Maine
$242K – – –
SIC
825
Sigma Investment Counselors
Michigan
$240K +$141 +3 +0.1%
31 32
33
34 35