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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
826
Reilly Financial Advisors
California
$239K – – –
CFA
827
Carroll Financial Associates
North Carolina
$237K – – –
NB
828
NBT Bank
New York
$235K -$9.16K -195 -4%
CCA
829
Cobblestone Capital Advisors
New York
$235K +$214K +4,565 New
NFG
830
Next Financial Group
Texas
$233K -$128K -2,719 -38%
DWA
831
Douglass Winthrop Advisors
New York
$232K -$94K -2,000 -31%
HAG
832
HighPoint Advisor Group
Illinois
$232K +$213K +4,543 New
PCM
833
Prelude Capital Management
New York
$231K -$975K -20,746 -82%
AR
834
Advisory Research
Illinois
$231K -$40.1K -853 -16%
HB
835
Homrich & Berg
Georgia
$231K +$212K +4,505 New
BOS
836
Bank of Stockton
California
$229K +$210K +4,468 New
FIM
837
Fruth Investment Management
Texas
$226K +$207K +4,400 New
DJSG
838
D.J. St. Germain
Massachusetts
$225K +$206K +4,380 New
SWM
839
SeaCrest Wealth Management
New York
$222K +$203K +4,327 New
QCG
840
Quadrant Capital Group
Ohio
$220K – – –
IFWM
841
Institute for Wealth Management
Colorado
$220K +$201K +4,283 New
BBA
842
BLB&B Advisors
Pennsylvania
$220K +$202K +4,290 New
VDI
843
Vaughan David Investments
Illinois
$216K +$198K +4,209 New
VCA
844
Verdence Capital Advisors
Maryland
$216K +$198K +4,213 New
FANJ
845
Financial Architects (New Jersey)
New Jersey
$214K +$18.9K +402 +11%
1WA
846
180 Wealth Advisors
Washington
$213K +$195K +4,148 New
CFA
847
Cahill Financial Advisors
Minnesota
$212K +$193K +4,117 New
PAM
848
Peak Asset Management
Colorado
$211K +$193K +4,116 New
LBG
849
Lloyds Banking Group
United Kingdom
$210K – – –
FCMT
850
Founders Capital Management (Texas)
Texas
$208K – – –
32 33
34
35 36