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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
976
TrueWealth LLC
Georgia
$56K – – –
MFW
977
Mosaic Family Wealth
Missouri
$56K +$18.1K +400 +44%
WCM
978
Whitener Capital Management
North Carolina
$55K +$45.1K +1,000 +333%
FMB
979
Field & Main Bank
Kentucky
$54K +$56.7K +1,255 New
FCA
980
FinTrust Capital Advisors
South Carolina
$53K -$47.4K -1,050 -46%
BCI
981
Brinker Capital Investments
Pennsylvania
$53K +$55.5K +1,230 New
CHC
982
City Holding Co
West Virginia
$52K – – –
OIA
983
Optimum Investment Advisors
Illinois
$52K – – –
SQA
984
Simon Quick Advisors
New Jersey
$51K -$2.57K -57 -5%
OC
985
Oakworth Capital
Alabama
$51K – – –
TFA
986
Toth Financial Advisory
Virginia
$51K +$90 +2 +0.2%
AF
987
Advisornet Financial
Minnesota
$50K +$11.5K +255 +28%
BCM
988
Blume Capital Management
California
$49K – – –
FIB
989
First Interstate Bank
Montana
$49K +$1.13K +25 +2%
LFA
990
Legacy Financial Advisors
Kentucky
$49K +$41.6K +922 +394%
SMG
991
Spectrum Management Group
Indiana
$46K +$14.9K +330 +45%
PCP
992
Proficio Capital Partners
Massachusetts
$44K +$361 +8 +0.8%
BCA
993
Berman Capital Advisors
Georgia
$44K +$34.1K +756 +261%
BWA
994
BDO Wealth Advisors
Florida
$44K +$46.4K +1,027 New
GSWM
995
Golden State Wealth Management
California
$43K +$44.9K +994 New
ATC
996
Adirondack Trust Company
New York
$41K -$46.1K -1,020 -53%
MCM
997
Manchester Capital Management
Vermont
$41K – – –
EWM
998
Executive Wealth Management
Michigan
$40K -$16.2K -358 -28%
LWM
999
Liberty Wealth Management
California
$40K -$11.6K -258 -22%
CGT
1000
Capital Guardian Trust
California
$38K +$40.6K +900 New
38 39
40
41 42