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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1126
Integrated Investment Consultants
Michigan
$231K – – –
RI
1127
Ridgewood Investments
New Jersey
$230K -$95.1K -1,331 -30%
JCM
1128
Jacobi Capital Management
Pennsylvania
$230K -$6.93K -97 -3%
DLA
1129
Douglas Lane & Associates
New York
$229K -$16.8K -235 -7%
GIA
1130
Granite Investment Advisors
New Hampshire
$228K – – –
FC
1131
Financial Consulate
Maryland
$226K – – –
HB
1132
Homrich & Berg
Georgia
$226K – – –
FEG
1133
Financial Enhancement Group
Indiana
$226K +$9.78K +137 +5%
GIA
1134
Gladstone Institutional Advisory
Florida
$226K +$222K +3,107 New
NAMP
1135
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$225K – – –
ACA
1136
Atlas Capital Advisors
Wyoming
$224K +$173K +2,421 +369%
SAG
1137
Spotlight Asset Group
Illinois
$224K -$25.2K -353 -10%
CCG
1138
Cypress Capital Group
Florida
$223K – – –
WW
1139
Westshore Wealth
California
$221K -$88.5K -1,239 -29%
VAM
1140
Verity Asset Management
North Carolina
$220K +$14.9K +209 +7%
MW
1141
Marcum Wealth
Ohio
$220K +$216K +3,023 New
ACI
1142
Alpha Cubed Investments
California
$219K – – –
GLA
1143
Good Life Advisors
Pennsylvania
$218K -$3.64K -51 -2%
AIP
1144
Almanack Investment Partners
Pennsylvania
$218K +$214K +2,994 New
BI
1145
Berkeley Inc
Idaho
$217K +$286 +4 +0.1%
TCM
1146
Telos Capital Management
California
$217K +$213K +2,983 New
DS
1147
DRW Securities
Illinois
$216K -$82K -1,148 -28%
SFWC
1148
Strategic Family Wealth Counselors
New Jersey
$215K – – –
PK
1149
Pflug Koory
Nebraska
$213K -$7.71K -108 -4%
PNC
1150
Park National Corp
Ohio
$213K -$1.78K -25 -0.8%
44 45
46
47 48