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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
1076
Eastern Bank
Massachusetts
$264K -$18.4K -257 -7%
WAM
1077
WNY Asset Management
New York
$264K – – –
PFGIA
1078
Patriot Financial Group Insurance Agency
Massachusetts
$264K +$2.5K +35 +1%
KFC
1079
Klingenstein Fields & Co
New York
$263K – – –
VCG
1080
Vantage Consulting Group
Virginia
$263K +$11.2K +157 +5%
CIA
1081
Capital Investment Advisors
Georgia
$261K +$714 +10 +0.3%
CFG
1082
CKW Financial Group
Hawaii
$260K – – –
SIC
1083
Sigma Investment Counselors
Michigan
$260K – – –
KA
1084
Klingman & Associates
New York
$258K +$1.36K +19 +0.5%
CIC
1085
Crawford Investment Counsel
Georgia
$257K +$8.93K +125 +4%
MS
1086
Maven Securities
Jersey
$256K -$192K -2,693 -43%
SYBT
1087
Stock Yards Bank & Trust
Kentucky
$254K – – –
QIM
1088
Quantitative Investment Management
Virginia
$254K +$249K +3,490 New
QTM
1089
qPULA Trading Management
New York
$254K +$249K +3,491 New
LCM
1090
LCM Capital Management
Illinois
$253K -$9.86K -138 -4%
CWC
1091
Carolinas Wealth Consulting
North Carolina
$252K -$76.4K -1,070 -24%
FANJ
1092
Financial Architects (New Jersey)
New Jersey
$252K -$2K -28 -0.8%
BO
1093
BRR OpCo
Ohio
$252K +$7.43K +104 +3%
MCM
1094
Manchester Capital Management
Vermont
$251K -$136K -1,911 -36%
LWIC
1095
Leith Wheeler Investment Counsel
British Columbia, Canada
$251K -$21.9K -306 -8%
CIP
1096
Convergence Investment Partners
Florida
$250K -$48.5K -679 -17%
HA
1097
Hamel Associates
New Jersey
$249K – – –
CT
1098
Cambridge Trust
Massachusetts
$248K -$6.14K -86 -2%
EFS
1099
Essex Financial Services
Connecticut
$248K +$8.64K +121 +4%
CS
1100
Comerica Securities
Michigan
$248K +$244K +3,411 New
42 43
44
45 46