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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
1101
Hudson Valley Investment Advisors
New York
$215K +$200K +3,301 New
FCA
1102
FinTrust Capital Advisors
South Carolina
$214K -$312K -5,146 -61%
IA
1103
Insight Advisors
Pennsylvania
$214K +$184K +3,036 New
EAM
1104
Evanson Asset Management
California
$214K +$199K +3,276 New
BIA
1105
Barry Investment Advisors
Massachusetts
$213K +$198K +3,264 New
TTWM
1106
TCV Trust & Wealth Management
Virginia
$211K +$196K +3,234 New
BAM
1107
Brave Asset Management
New Jersey
$209K -$48.5K -800 -20%
ACI
1108
Alpha Cubed Investments
California
$209K +$194K +3,200 New
PFO
1109
Pathstone Family Office
New Jersey
$205K +$168K +2,777 +731%
SC
1110
Savant Capital
Illinois
$204K +$189K +3,123 New
MFGM
1111
Marshall Financial Group (Maryland)
Maryland
$203K +$189K +3,121 New
NAMP
1112
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$202K +$187K +3,090 New
MGWM
1113
Marks Group Wealth Management
Minnesota
$202K +$188K +3,093 New
GIA
1114
Granite Investment Advisors
New Hampshire
$202K +$188K +3,100 New
BJL
1115
Brighton Jones LLC
Washington
$202K +$188K +3,104 New
FC
1116
Financial Consulate
Maryland
$202K +$188K +3,106 New
NL
1117
NWAM LLC
Washington
$201K +$187K +3,079 New
N
1118
Natixis
France
$201K +$187K +3,082 New
FM
1119
Family Management
New York
$200K +$186K +3,072 New
PK
1120
Pflug Koory
Nebraska
$191K -$32.8K -541 -16%
HIA
1121
Harbor Investment Advisory
Maryland
$183K -$18.2K -300 -10%
FQ
1122
First Quadrant
California
$183K – – –
HWA
1123
Heritage Wealth Advisors
Virginia
$181K – – –
FEG
1124
Financial Enhancement Group
Indiana
$181K -$9.1K -150 -5%
MF
1125
Manchester Financial
California
$175K – – –
43 44
45
46 47