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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
926
Davidson Investment Advisors
Montana
$461K -$46.4K -650 -9%
PWPS
927
Pinnacle Wealth Planning Services
Ohio
$460K +$16.7K +234 +4%
TF
928
Tompkins Financial
New York
$454K +$445K +6,235 New
SPC
929
Sigma Planning Corp
Michigan
$453K -$95.6K -1,338 -18%
SIM
930
Stratos Investment Management
Ohio
$452K +$444K +6,210 New
AWM
931
Apollon Wealth Management
South Carolina
$447K +$19.9K +278 +5%
LA
932
LVW Advisors
New York
$446K +$215K +3,011 +97%
PCS
933
Personal CFO Solutions
New Jersey
$445K +$96.1K +1,346 +28%
BWP
934
BSW Wealth Partners
Colorado
$444K +$66.1K +926 +18%
BL
935
Balentine LLC
Georgia
$444K +$435K +6,090 New
RCAG
936
Rehmann Capital Advisory Group
Michigan
$442K +$1.93K +27 +0.4%
BCM
937
BTR Capital Management
California
$440K – – –
AIA
938
Angeles Investment Advisors
California
$440K +$432K +6,046 New
MC
939
Moors & Cabot
Massachusetts
$437K +$25K +350 +6%
SM
940
SG3 Management
Puerto Rico
$437K +$429K +6,000 New
ACM
941
Advisors Capital Management
New Jersey
$433K +$25.6K +358 +6%
AWM
942
Atticus Wealth Management
Florida
$432K – – –
MFW
943
Meristem Family Wealth
Minnesota
$431K +$423K +5,921 New
PCM
944
Pointe Capital Management
Michigan
$429K +$5.14K +72 +1%
AMM
945
American Money Management
California
$426K -$17.7K -248 -4%
SIM
946
Studio Investment Management
Illinois
$426K +$418K +5,851 New
NSB
947
Norway Savings Bank
Maine
$425K -$32.1K -450 -7%
WCF
948
West Coast Financial
California
$422K -$29.4K -411 -7%
CB
949
CNB Bank
Pennsylvania
$422K – – –
AAS
950
Avantax Advisory Services
Texas
$420K -$52.1K -729 -11%
36 37
38
39 40