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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
951
Edge Capital Group
Georgia
$242K +$206K +4,561 New
RSWM
952
Robertson Stephens Wealth Management
California
$241K -$54.3K -1,200 -21%
ACM
953
Azimuth Capital Management
Michigan
$241K +$206K +4,550 New
CGA
954
Crescent Grove Advisors
Illinois
$239K +$204K +4,500 New
S
955
SimplyRich
California
$239K +$204K +4,510 New
SMH
956
Sanders Morris Harris
Texas
$238K +$181K +4,000 New
JSL
957
JT Stratford LLC
Georgia
$237K +$202K +4,470 New
CAN
958
Claraphi Advisory Network
United States
$236K +$201K +4,445 New
CP
959
Camelot Portfolios
Ohio
$233K +$199K +4,390 New
MA
960
Mutual Advisors
Nebraska
$231K +$198K +4,363 New
CIP
961
Convergence Investment Partners
Florida
$229K +$195K +4,318 New
CQS
962
Credential Qtrade Securities
$229K +$186K +4,101 +1,944%
PNC
963
Park National Corp
Ohio
$228K +$195K +4,304 New
PCP
964
Proficio Capital Partners
Massachusetts
$228K +$195K +4,305 New
CWS
965
Cypress Wealth Services
California
$227K +$194K +4,279 New
PMG
966
ProVise Management Group
Florida
$225K +$192K +4,236 New
HCM
967
Hillman Capital Management
Maryland
$225K +$192K +4,239 New
JIC
968
Joel Isaacson & Co
New York
$225K +$192K +4,245 New
SBSB
969
Sullivan, Bruyette, Speros & Blaney
Virginia
$223K +$57.3K +1,266 +43%
VST
970
Van Strum & Towne
California
$223K +$190K +4,200 New
RIM
971
Regent Investment Management
Kentucky
$221K -$90.5K -2,000 -32%
AIA
972
Armor Investment Advisors
North Carolina
$219K +$187K +4,127 New
IFWM
973
Institute for Wealth Management
Colorado
$219K +$187K +4,127 New
SWA
974
Sutton Wealth Advisors
Florida
$218K +$3.49K +77 +2%
AC
975
Abbrea Capital
California
$216K +$185K +4,079 New
37 38
39
40 41