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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1051
D.J. St. Germain
Massachusetts
$247K – – –
CCM
1052
Carlson Capital Management
Minnesota
$247K +$21.4K +353 +10%
VCM
1053
Vivaldi Capital Management
Illinois
$247K +$205K +3,374 New
LWIC
1054
Leith Wheeler Investment Counsel
British Columbia, Canada
$245K – – –
CIC
1055
Crawford Investment Counsel
Georgia
$244K -$18.5K -305 -8%
FCMT
1056
Founders Capital Management (Texas)
Texas
$244K – – –
CPA
1057
Clear Perspective Advisors
Illinois
$244K +$227K +3,743 New
TFS
1058
TrustCore Financial Services
Tennessee
$242K – – –
CCA
1059
Childress Capital Advisors
Texas
$242K +$108K +1,788 +93%
CFG
1060
CKW Financial Group
Hawaii
$241K -$6.06K -100 -3%
LCM
1061
LCM Capital Management
Illinois
$241K -$5.46K -90 -2%
CK
1062
Cohen Klingenstein
New York
$239K +$222K +3,660 New
SBIA
1063
Sheaff Brock Investment Advisors
Indiana
$238K +$222K +3,654 New
RZH
1064
Relyea Zuckerberg Hanson
Connecticut
$237K +$207K +3,407 New
CT
1065
Cambridge Trust
Massachusetts
$237K +$221K +3,642 New
KFC
1066
Klingenstein Fields & Co
New York
$236K +$219K +3,615 New
MGIA
1067
Moneta Group Investment Advisors
Missouri
$236K +$220K +3,621 New
WAM
1068
WNY Asset Management
New York
$236K +$220K +3,628 New
DLA
1069
Douglas Lane & Associates
New York
$235K -$265K -4,378 -55%
BAM
1070
Belpointe Asset Management
Nevada
$234K -$826K -13,619 -79%
AAM
1071
Autus Asset Management
Arizona
$234K +$217K +3,583 New
GA
1072
GoalVest Advisory
New York
$233K +$216K +3,568 New
SIC
1073
Sigma Investment Counselors
Michigan
$233K +$217K +3,574 New
I2I
1074
Insight 2811 Inc
Illinois
$232K -$19.6K -324 -8%
SFA
1075
Souders Financial Advisors
Ohio
$231K +$215K +3,540 New
41 42
43
44 45