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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LGA
1101
Lebenthal Global Advisors
New York
$35K +$30.7K +678 New
RFA
1102
Reilly Financial Advisors
California
$34K +$5.88K +130 +26%
AF
1103
Arrow Financial
New York
$33K – – –
BFC
1104
Bedel Financial Consulting
Indiana
$32K +$1.31K +29 +5%
BAM
1105
Bellevue Asset Management
Washington
$31K – – –
SQA
1106
Simon Quick Advisors
New Jersey
$30K +$91 +2 +0.4%
AIG
1107
American International Group
New York
$28.8K +$5.06M +111,737 +26%
KPCM
1108
Kings Point Capital Management
New York
$27K -$1.81K -40 -7%
MA
1109
MCF Advisors
Kentucky
$27K – – –
IPW
1110
IronBridge Private Wealth
Texas
$27K +$23.1K +510 New
JPLA
1111
Joseph P. Lucia & Associates
New York
$26K +$22.5K +496 New
SGAM
1112
Smith Group Asset Management
Texas
$25K -$453 -10 -2%
CFO
1113
CVA Family Office
Colorado
$25K – – –
HFA
1114
HC Financial Advisors
California
$24K +$45 +1 +0.2%
BII
1115
Bainco International Investors
Massachusetts
$23K +$19.5K +431 New
M1FG
1116
Mach-1 Financial Group
Arkansas
$23K +$20.4K +450 New
O
1117
Ossiam
France
$22K -$607K -13,398 -97%
KC
1118
Knuff & Co
California
$21K -$27.2K -600 -60%
PFO
1119
Pathstone Family Office
New Jersey
$21K +$6.52K +144 +61%
TCM
1120
Tradewinds Capital Management
Washington
$21K +$7.56K +167 +76%
FBT
1121
First Bank & Trust
South Dakota
$20K – – –
HI
1122
Human Investing
Oregon
$20K – – –
AWG
1123
Altus Wealth Group
Colorado
$20K +$17.2K +379 New
SIAG
1124
Safeguard Investment Advisory Group
California
$20K +$17.3K +383 New
AWM
1125
AllSquare Wealth Management
New York
$19K – – –
43 44
45
46 47