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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SFSIG
876
San Francisco Sentry Investment Group
California
$220K -$26.6K -521 -10%
GAM
877
Gould Asset Management
California
$218K – – –
FIM
878
Fruth Investment Management
Texas
$216K – – –
MC
879
Moors & Cabot
Massachusetts
$215K +$8.78K +172 +4%
WCA
880
Westover Capital Advisors
Delaware
$214K -$483K -9,450 -68%
CFG
881
CKW Financial Group
Hawaii
$213K – – –
LSAG
882
Lake Street Advisors Group
New Hampshire
$212K -$162K -3,180 -42%
BBA
883
BLB&B Advisors
Pennsylvania
$211K – – –
CAG
884
Crestwood Advisors Group
Massachusetts
$210K -$25.5K -500 -10%
NB
885
NBT Bank
New York
$207K -$7.66K -150 -3%
PAM
886
Peak Asset Management
Colorado
$207K – – –
VDI
887
Vaughan David Investments
Illinois
$207K – – –
VST
888
Van Strum & Towne
California
$206K – – –
HB
889
Homrich & Berg
Georgia
$206K +$214K +4,184 New
WI
890
WrapManager Inc
California
$206K +$215K +4,201 New
CAW
891
Cornerstone Advisors (Washington)
Washington
$205K +$8.73K +171 +4%
CGI
892
CI Global Investments
California
$204K +$2.04K +40 +1%
FCMT
893
Founders Capital Management (Texas)
Texas
$204K +$5.11K +100 +2%
CCP
894
Corient Capital Partners
California
$203K – – –
LC
895
Lourd Capital
California
$201K +$209K +4,084 New
SWA
896
Sutton Wealth Advisors
Florida
$195K – – –
PAM
897
Paradigm Asset Management
New York
$187K +$10.2K +200 +6%
YWP
898
YorkBridge Wealth Partners
New York
$186K -$2.45K -48 -1%
OWA
899
One Wealth Advisors
California
$186K +$53.6K +1,049 +38%
AIM
900
ARK Investment Management
Florida
$184K +$22.3K +436 +13%
34 35
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37 38