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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1001
HCR Wealth Advisors
California
$1.04M +$103K +1,561 +12%
RMDI
1002
R.M. Davis Inc
Maine
$1.04M -$122K -1,854 -11%
MFG
1003
Merit Financial Group
Georgia
$1.04M -$1.9M -28,898 -68%
AT
1004
Avalon Trust
New Mexico
$1.01M – – –
WKWM
1005
Walter & Keenan Wealth Management
Indiana
$1M +$2.11K +32 +0.2%
NAS
1006
Nicolet Advisory Services
Wisconsin
$1,000K -$60.8K -923 -6%
HKIMG
1007
Hutchens & Kramer Investment Management Group
Indiana
$994K -$60.3K -916 -6%
JSL
1008
JT Stratford LLC
Georgia
$993K +$15.8K +240 +2%
AC
1009
ASB Consultores
Florida
$991K +$902K +13,698 New
GI
1010
GAMMA Investing
California
$990K +$142K +2,161 +19%
CNC
1011
Citizens & Northern Corp
Pennsylvania
$988K -$19.8K -300 -2%
ATWA
1012
Arbor Trust Wealth Advisors
Michigan
$988K -$7.24K -110 -0.8%
TNBTD
1013
Trustmark National Bank Trust Department
Mississippi
$986K – – –
NS
1014
NBC Securities
Alabama
$985K -$108K -1,646 -11%
PIA
1015
Panoramic Investment Advisors
Colorado
$983K -$21.4K -325 -2%
FFC
1016
First Financial Corp
Indiana
$982K -$31K -471 -3%
TNB
1017
Thomasville National Bank
Georgia
$982K – – –
GAM
1018
Gemmer Asset Management
California
$977K +$55K +835 +7%
CCA
1019
Checchi Capital Advisers
California
$976K +$1.78K +27 +0.2%
AWA
1020
Aaron Wealth Advisors
Illinois
$971K +$74.5K +1,132 +9%
HA
1021
Hamel Associates
New Jersey
$969K +$39.5K +600 +5%
WC
1022
Waterloo Capital
Texas
$961K +$232K +3,521 +36%
OA
1023
Operose Advisors
Wisconsin
$961K -$5K -76 -0.6%
SAM
1024
Summit Asset Management
Tennessee
$960K – – –
ORC
1025
O'Rourke & Company
Massachusetts
$958K +$67K +1,018 +8%
39 40
41
42 43