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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1126
Granite Investment Advisors
New Hampshire
$228K – – –
FC
1127
Financial Consulate
Maryland
$226K – – –
HB
1128
Homrich & Berg
Georgia
$226K – – –
FEG
1129
Financial Enhancement Group
Indiana
$226K +$9.78K +137 +5%
GIA
1130
Gladstone Institutional Advisory
Florida
$226K +$222K +3,107 New
NAMP
1131
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$225K – – –
ACA
1132
Atlas Capital Advisors
Wyoming
$224K +$173K +2,421 +369%
SAG
1133
Spotlight Asset Group
Illinois
$224K -$25.2K -353 -10%
CCG
1134
Cypress Capital Group
Florida
$223K – – –
WW
1135
Westshore Wealth
California
$221K -$88.5K -1,239 -29%
VAM
1136
Verity Asset Management
North Carolina
$220K +$14.9K +209 +7%
MW
1137
Marcum Wealth
Ohio
$220K +$216K +3,023 New
ACI
1138
Alpha Cubed Investments
California
$219K – – –
GLA
1139
Good Life Advisors
Pennsylvania
$218K -$3.64K -51 -2%
AIP
1140
Almanack Investment Partners
Pennsylvania
$218K +$214K +2,994 New
BI
1141
Berkeley Inc
Idaho
$217K +$286 +4 +0.1%
TCM
1142
Telos Capital Management
California
$217K +$213K +2,983 New
DS
1143
DRW Securities
Illinois
$216K -$82K -1,148 -28%
SFWC
1144
Strategic Family Wealth Counselors
New Jersey
$215K – – –
PK
1145
Pflug Koory
Nebraska
$213K -$7.71K -108 -4%
PNC
1146
Park National Corp
Ohio
$213K -$1.78K -25 -0.8%
FM
1147
Family Management
New York
$210K -$13.1K -183 -6%
AL
1148
ACAS LLC
California
$210K – – –
SAM
1149
Silvercrest Asset Management
New York
$210K +$206K +2,887 New
DIM
1150
Delta Investment Management
California
$209K -$9.21K -129 -4%
44 45
46
47 48