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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1001
Neumann Capital Management
California
$814K – – –
CFP
1002
Catalyst Financial Partners
Massachusetts
$810K +$48.1K +796 +6%
UCI
1003
Uncommon Cents Investing
Wisconsin
$807K – – –
PWA
1004
Providence Wealth Advisors
Illinois
$805K +$9.07K +150 +1%
BP
1005
Ballentine Partners
Massachusetts
$802K +$2.24K +37 +0.3%
CNC
1006
Citizens & Northern Corp
Pennsylvania
$797K +$15.3K +253 +2%
NB
1007
Nicolet Bankshares
Wisconsin
$796K -$232K -3,843 -21%
IAS
1008
Insigneo Advisory Services
Florida
$790K -$46.7K -773 -5%
FFC
1009
First Financial Corp
Indiana
$790K +$4.41K +73 +0.5%
CAM
1010
Cidel Asset Management
Ontario, Canada
$785K – – –
TA
1011
Tiedemann Advisors
New York
$785K – – –
VWM
1012
Venturi Wealth Management
Texas
$781K +$78.4K +1,297 +10%
SMC
1013
Smith, Moore & Co
Missouri
$772K -$36.8K -609 -4%
DAS
1014
Dynamic Advisor Solutions
Arizona
$771K +$41K +679 +5%
RIA
1015
Realta Investment Advisors
Delaware
$769K -$36.3K -601 -4%
AT
1016
Avalon Trust
New Mexico
$769K -$181K -3,000 -18%
OA
1017
Operose Advisors
Wisconsin
$767K +$26.4K +437 +3%
TFS
1018
Thoroughbred Financial Services
Tennessee
$767K +$845K +13,979 New
PIA
1019
Panoramic Investment Advisors
Colorado
$764K +$841K +13,915 New
OIA
1020
OneDigital Investment Advisors
Kansas
$762K +$6.53K +108 +0.8%
ICM
1021
IMS Capital Management
Oregon
$762K +$13.6K +225 +2%
BF
1022
BOK Financial
Oklahoma
$761K +$325K +5,385 +58%
CCM
1023
Coldstream Capital Management
Washington
$761K +$76.6K +1,268 +10%
WKWM
1024
Walter & Keenan Wealth Management
Indiana
$760K +$13.8K +228 +2%
KF
1025
Krilogy Financial
Missouri
$752K -$216K -3,566 -21%
39 40
41
42 43