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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
1051
Edge Capital Group
Georgia
$251K -$42.9K -708 -16%
GD
1052
Grandfield & Dodd
New York
$250K – – –
CBT
1053
CoreFirst Bank & Trust
Kansas
$249K – – –
GAM
1054
Gould Asset Management
California
$249K – – –
FA
1055
Fagan Associates
New York
$249K +$231K +3,813 New
PFWA
1056
Paces Ferry Wealth Advisors
Georgia
$247K -$73.8K -1,217 -24%
DJSG
1057
D.J. St. Germain
Massachusetts
$247K – – –
CCM
1058
Carlson Capital Management
Minnesota
$247K +$21.4K +353 +10%
VCM
1059
Vivaldi Capital Management
Illinois
$247K +$205K +3,374 New
LWIC
1060
Leith Wheeler Investment Counsel
British Columbia, Canada
$245K – – –
CIC
1061
Crawford Investment Counsel
Georgia
$244K -$18.5K -305 -8%
FCMT
1062
Founders Capital Management (Texas)
Texas
$244K – – –
CPA
1063
Clear Perspective Advisors
Illinois
$244K +$227K +3,743 New
TFS
1064
TrustCore Financial Services
Tennessee
$242K – – –
CCA
1065
Childress Capital Advisors
Texas
$242K +$108K +1,788 +93%
CFG
1066
CKW Financial Group
Hawaii
$241K -$6.06K -100 -3%
LCM
1067
LCM Capital Management
Illinois
$241K -$5.46K -90 -2%
CK
1068
Cohen Klingenstein
New York
$239K +$222K +3,660 New
SBIA
1069
Sheaff Brock Investment Advisors
Indiana
$238K +$222K +3,654 New
RZH
1070
Relyea Zuckerberg Hanson
Connecticut
$237K +$207K +3,407 New
CT
1071
Cambridge Trust
Massachusetts
$237K +$221K +3,642 New
KFC
1072
Klingenstein Fields & Co
New York
$236K +$219K +3,615 New
MGIA
1073
Moneta Group Investment Advisors
Missouri
$236K +$220K +3,621 New
WAM
1074
WNY Asset Management
New York
$236K +$220K +3,628 New
DLA
1075
Douglas Lane & Associates
New York
$235K -$265K -4,378 -55%
41 42
43
44 45