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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1101
Sonora Investment Management
Arizona
$246K – – –
BFA
1102
Beaumont Financial Advisors
Massachusetts
$246K +$3.54K +50 +2%
BO
1103
BRR OpCo
Ohio
$245K -$98.1K -1,386 -29%
BAM
1104
Boyar Asset Management
New York
$244K – – –
MCM
1105
Maryland Capital Management
Maryland
$244K +$237K +3,350 New
IF
1106
Intrua Financial
Texas
$243K – – –
SAS
1107
Stelac Advisory Services
New York
$241K -$519K -7,331 -69%
EAM
1108
Evanson Asset Management
California
$241K +$2.9K +41 +1%
PVH
1109
Psagot Value Holdings
Israel
$240K – – –
EFS
1110
Essex Financial Services
Connecticut
$239K +$232K +3,282 New
TTWM
1111
TCV Trust & Wealth Management
Virginia
$237K – – –
JCM
1112
Jacobi Capital Management
Pennsylvania
$237K +$183K +2,586 +386%
VV
1113
Verity & Verity
South Carolina
$236K – – –
MF
1114
Magnetar Financial
Illinois
$234K +$228K +3,220 New
BAM
1115
Brave Asset Management
New Jersey
$233K – – –
SC
1116
Savant Capital
Illinois
$233K +$5.17K +73 +2%
BJL
1117
Brighton Jones LLC
Washington
$233K +$6.86K +97 +3%
IUHSA
1118
Itau Unibanco Holding S.A.
Brazil
$233K +$226K +3,200 New
IIC
1119
Integrated Investment Consultants
Michigan
$231K -$24.5K -346 -10%
VC
1120
Veracity Capital
Georgia
$231K +$225K +3,174 New
WCM
1121
Wedge Capital Management
North Carolina
$230K -$19.5K -275 -8%
GIA
1122
Granite Investment Advisors
New Hampshire
$228K +$2.41K +34 +1%
FC
1123
Financial Consulate
Maryland
$226K – – –
LA
1124
LVW Advisors
New York
$226K +$220K +3,108 New
HB
1125
Homrich & Berg
Georgia
$225K -$62.1K -877 -22%
43 44
45
46 47