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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1051
Gould Asset Management
California
$279K – – –
CCM
1052
Carlson Capital Management
Minnesota
$279K +$3.61K +51 +1%
LHC
1053
Little House Capital
Massachusetts
$279K +$271K +3,828 New
CBT
1054
CoreFirst Bank & Trust
Kansas
$278K – – –
PFWA
1055
Paces Ferry Wealth Advisors
Georgia
$277K +$991 +14 +0.4%
DJSG
1056
D.J. St. Germain
Massachusetts
$276K – – –
AFP
1057
Ausdal Financial Partners
Iowa
$275K -$44.2K -624 -14%
CA
1058
Claro Advisors
Massachusetts
$274K -$17.1K -241 -6%
FCMT
1059
Founders Capital Management (Texas)
Texas
$273K – – –
LWIC
1060
Leith Wheeler Investment Counsel
British Columbia, Canada
$273K – – –
SBIA
1061
Sheaff Brock Investment Advisors
Indiana
$273K +$7.08K +100 +3%
SB
1062
Sunflower Bank
Texas
$272K +$17.6K +248 +7%
IAA
1063
Independent Advisor Alliance
North Carolina
$271K +$23.6K +333 +10%
GLA
1064
Great Lakes Advisors
Illinois
$271K +$263K +3,720 New
CCA
1065
Childress Capital Advisors
Texas
$269K -$991 -14 -0.4%
EAM
1066
Erste Asset Management
Austria
$269K +$258K +3,650 +18,250%
PTC
1067
Private Trust Company
Ohio
$268K +$18.4K +260 +8%
AI
1068
AXS Investments
New York
$268K +$260K +3,680 New
DMBA
1069
Deseret Mutual Benefit Administrators
Utah
$267K +$260K +3,671 New
CK
1070
Cohen Klingenstein
New York
$266K – – –
MGIA
1071
Moneta Group Investment Advisors
Missouri
$265K +$1.34K +19 +0.5%
WAM
1072
WNY Asset Management
New York
$264K – – –
LCM
1073
LCM Capital Management
Illinois
$263K -$6.51K -92 -2%
KFC
1074
Klingenstein Fields & Co
New York
$263K – – –
VVP
1075
Venture Visionary Partners
Ohio
$261K -$37.8K -534 -13%
41 42
43
44 45