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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
1001
Quadrant Capital Group
Ohio
$874K +$132K +2,520 +20%
JFA
1002
JNBA Financial Advisors
Minnesota
$873K – – –
EWM
1003
Elmwood Wealth Management
California
$873K +$2.93K +56 +0.4%
HWA
1004
HCR Wealth Advisors
California
$869K +$182K +3,483 +29%
SWM
1005
SeaCrest Wealth Management
New York
$864K +$85.5K +1,633 +12%
IAS
1006
Insigneo Advisory Services
Florida
$860K +$199K +3,791 +33%
BCM
1007
Brown Capital Management
Maryland
$857K – – –
CP
1008
Castleview Partners
Texas
$850K +$673K +12,856 +598%
HAI
1009
Hennessy Advisors Inc
California
$850K +$262K +5,000 +50%
PFO
1010
PMC FIG Opportunities
Israel
$850K +$786K +15,000 New
BCAM
1011
Boston Common Asset Management
Massachusetts
$849K -$83.8K -1,600 -10%
PFGIA
1012
Patriot Financial Group Insurance Agency
Massachusetts
$847K +$177K +3,380 +29%
PWA
1013
Providence Wealth Advisors
Illinois
$845K -$34.8K -665 -4%
SXL
1014
Summit X LLC
Missouri
$845K +$115K +2,205 +17%
NCM
1015
Neumann Capital Management
California
$841K – – –
UCI
1016
Uncommon Cents Investing
Wisconsin
$833K – – –
MJRIC
1017
Mogy Joel R Investment Counsel
California
$832K – – –
SMC
1018
Smith, Moore & Co
Missouri
$832K +$5.18K +99 +0.7%
FCA
1019
FinTrust Capital Advisors
South Carolina
$828K +$52.4K +1,000 +10%
EA
1020
Emerald Advisers
Pennsylvania
$826K +$92.3K +1,763 +14%
BP
1021
Ballentine Partners
Massachusetts
$825K +$92.1K +1,758 +14%
PCA
1022
Pallas Capital Advisors
Massachusetts
$823K -$120K -2,285 -14%
CT
1023
Coastline Trust
Rhode Island
$820K +$758K +14,475 New
HBT
1024
Hills Bank & Trust
Iowa
$820K +$332K +6,338 +78%
SOS
1025
Silver Oak Securities
Tennessee
$819K +$467K +8,916 +161%
39 40
41
42 43