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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
801
R.M. Davis Inc
Maine
$274K – – –
BIC
802
Beach Investment Counsel
Pennsylvania
$272K – – –
FMLI
803
Fukoku Mutual Life Insurance
Japan
$272K – – –
NL
804
NVWM LLC
Pennsylvania
$271K -$209K -4,613 -41%
GLA
805
Good Life Advisors
Pennsylvania
$271K +$11.4K +252 +4%
MCC
806
Malaga Cove Capital
California
$269K -$31.7K -700 -10%
IIC
807
Integrated Investment Consultants
Michigan
$269K +$54.2K +1,198 +23%
SFG
808
SNS Financial Group
Minnesota
$268K -$3.26K -72 -1%
TPWA
809
TRUE Private Wealth Advisors
Oregon
$268K +$226K +5,005 +343%
TCM
810
Traynor Capital Management
Pennsylvania
$267K +$271 +6 +0.1%
HA
811
Harfst & Associates
Wyoming
$266K +$45.3K +1,001 +18%
KA
812
Kovack Advisors
Florida
$265K -$74.2K -1,640 -20%
SP
813
SWS Partners
Ohio
$258K +$24.5K +541 +10%
DP
814
Denver PWM
Colorado
$257K -$14K -309 -5%
TC
815
Telemus Capital
Michigan
$256K -$12.7K -280 -4%
MAM
816
Marquette Asset Management
Minnesota
$256K – – –
1WA
817
180 Wealth Advisors
Washington
$254K – – –
CIA
818
Choate Investment Advisors
Massachusetts
$252K -$75.4K -1,666 -22%
GWM
819
Geneos Wealth Management
Colorado
$252K +$22.3K +493 +9%
FNBT
820
FineMark National Bank & Trust
Florida
$251K – – –
SSWM
821
Sheets Smith Wealth Management
North Carolina
$249K -$999K -22,085 -79%
CPA
822
Court Place Advisors
Maryland
$249K – – –
TA
823
Tiedemann Advisors
New York
$247K +$60.3K +1,332 +29%
SCA
824
Snowden Capital Advisors
New York
$246K -$1.45K -32 -0.5%
YMRC
825
Yorktown Management & Research Company
Virginia
$245K – – –
31 32
33
34 35