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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
1026
Joel Isaacson & Co
New York
$323K +$2K +28 +0.6%
OIA
1027
OneDigital Investment Advisors
Kansas
$321K -$187K -2,618 -37%
GA
1028
Geller Advisors
New York
$315K +$19.3K +270 +7%
CGA
1029
Crescent Grove Advisors
Illinois
$313K -$7.14K -100 -2%
DWM
1030
Defined Wealth Management
Oregon
$311K +$5.14K +72 +2%
CWS
1031
Cypress Wealth Services
California
$310K -$17.2K -241 -5%
YMRC
1032
Yorktown Management & Research Company
Virginia
$308K – – –
SMH
1033
Sanders Morris Harris
Texas
$307K – – –
KAM
1034
Knightsbridge Asset Management
California
$307K +$301K +4,218 New
VST
1035
Van Strum & Towne
California
$306K – – –
RZH
1036
Relyea Zuckerberg Hanson
Connecticut
$306K +$47.7K +668 +19%
TFS
1037
TrustCore Financial Services
Tennessee
$305K +$5.86K +82 +2%
IWC
1038
Integrated Wealth Concepts
Massachusetts
$305K +$299K +4,191 New
KP
1039
Keel Point
Alabama
$303K +$297K +4,160 New
AIM
1040
Anchor Investment Management
South Carolina
$303K +$133K +1,864 +81%
APA
1041
American Portfolios Advisors
New York
$301K -$26.9K -377 -8%
FPS
1042
Fieldpoint Private Securities
Connecticut
$300K +$6.57K +92 +2%
EAM
1043
Evanson Asset Management
California
$300K +$55.5K +777 +23%
SWA
1044
Sutton Wealth Advisors
Florida
$300K -$1.14K -16 -0.4%
BBNA
1045
Bremer Bank National Association
Minnesota
$299K -$24.1K -337 -8%
HPWM
1046
Highland Private Wealth Management
Washington
$298K +$9.57K +134 +3%
AC
1047
Abbrea Capital
California
$297K – – –
BPWM
1048
Badgley Phelps Wealth Managers
Washington
$297K +$292K +4,083 New
PSUF
1049
People's United Financial
Connecticut
$294K -$38.6K -540 -12%
IFWM
1050
Institute for Wealth Management
Colorado
$294K – – –
40 41
42
43 44