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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
VVP
1076
Venture Visionary Partners
Ohio
$261K -$37.8K -534 -13%
PFGIA
1077
Patriot Financial Group Insurance Agency
Massachusetts
$261K -$32.1K -453 -11%
PCA
1078
Pallas Capital Advisors
Massachusetts
$261K +$273K +3,864 New
SIC
1079
Sigma Investment Counselors
Michigan
$260K – – –
CIA
1080
Capital Investment Advisors
Georgia
$260K +$3.54K +50 +1%
FC
1081
Forte Capital
New York
$260K +$253K +3,571 New
PAS
1082
Park Avenue Securities
New York
$260K +$253K +3,574 New
I2I
1083
Insight 2811 Inc
Illinois
$259K – – –
SFA
1084
Souders Financial Advisors
Ohio
$259K +$778 +11 +0.3%
BCA
1085
Berman Capital Advisors
Georgia
$259K +$61.8K +873 +32%
DCM
1086
Donaldson Capital Management
Indiana
$259K +$252K +3,558 New
CFG
1087
CKW Financial Group
Hawaii
$257K -$14.2K -200 -5%
AAM
1088
Autus Asset Management
Arizona
$257K -$3.47K -49 -1%
RZH
1089
Relyea Zuckerberg Hanson
Connecticut
$257K +$9.06K +128 +4%
KA
1090
Klingman & Associates
New York
$256K +$12.3K +174 +5%
GFP
1091
Gryphon Financial Partners
Ohio
$256K +$40.5K +572 +10%
9WM
1092
9258 Wealth Management
Ohio
$255K +$248K +3,503 New
CT
1093
Cambridge Trust
Massachusetts
$254K -$10.6K -150 -4%
FANJ
1094
Financial Architects (New Jersey)
New Jersey
$254K – – –
SYBT
1095
Stock Yards Bank & Trust
Kentucky
$254K – – –
VCG
1096
Vantage Consulting Group
Virginia
$252K +$245K +3,460 New
CFA
1097
CWS Financial Advisors
Michigan
$251K -$38.2K -540 -14%
SAG
1098
Spotlight Asset Group
Illinois
$250K -$7.15K -101 -3%
HA
1099
Hamel Associates
New Jersey
$249K – – –
CIC
1100
Crawford Investment Counsel
Georgia
$247K -$24.3K -343 -9%
42 43
44
45 46