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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1051
GoalVest Advisory
New York
$280K +$19.2K +272 +8%
GAM
1052
Gould Asset Management
California
$279K – – –
CCM
1053
Carlson Capital Management
Minnesota
$279K +$3.61K +51 +1%
LHC
1054
Little House Capital
Massachusetts
$279K +$271K +3,828 New
CBT
1055
CoreFirst Bank & Trust
Kansas
$278K – – –
PFWA
1056
Paces Ferry Wealth Advisors
Georgia
$277K +$991 +14 +0.4%
DJSG
1057
D.J. St. Germain
Massachusetts
$276K – – –
AFP
1058
Ausdal Financial Partners
Iowa
$275K -$44.2K -624 -14%
CA
1059
Claro Advisors
Massachusetts
$274K -$17.1K -241 -6%
FCMT
1060
Founders Capital Management (Texas)
Texas
$273K – – –
LWIC
1061
Leith Wheeler Investment Counsel
British Columbia, Canada
$273K – – –
SBIA
1062
Sheaff Brock Investment Advisors
Indiana
$273K +$7.08K +100 +3%
SB
1063
Sunflower Bank
Texas
$272K +$17.6K +248 +7%
IAA
1064
Independent Advisor Alliance
North Carolina
$271K +$23.6K +333 +10%
GLA
1065
Great Lakes Advisors
Illinois
$271K +$263K +3,720 New
CCA
1066
Childress Capital Advisors
Texas
$269K -$991 -14 -0.4%
EAM
1067
Erste Asset Management
Austria
$269K +$258K +3,650 +18,250%
PTC
1068
Private Trust Company
Ohio
$268K +$18.4K +260 +8%
AI
1069
AXS Investments
New York
$268K +$260K +3,680 New
DMBA
1070
Deseret Mutual Benefit Administrators
Utah
$267K +$260K +3,671 New
CK
1071
Cohen Klingenstein
New York
$266K – – –
MGIA
1072
Moneta Group Investment Advisors
Missouri
$265K +$1.34K +19 +0.5%
WAM
1073
WNY Asset Management
New York
$264K – – –
LCM
1074
LCM Capital Management
Illinois
$263K -$6.51K -92 -2%
KFC
1075
Klingenstein Fields & Co
New York
$263K – – –
41 42
43
44 45