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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
1151
Ferguson Wellman Capital Management
Oregon
– -$215K -5,020 Closed
PCMC
1152
Private Capital Management (Colorado)
Colorado
– -$211K -4,944 Closed
PCM
1153
Pointe Capital Management
Michigan
– -$211K -4,928 Closed
AIA
1154
Armor Investment Advisors
North Carolina
– -$207K -4,841 Closed
PFS
1155
Physicians Financial Services
North Carolina
– -$203K -4,752 Closed
ACM
1156
Azimuth Capital Management
Michigan
– -$201K -4,700 Closed
PWPS
1157
Pinnacle Wealth Planning Services
Ohio
– -$200K -4,684 Closed
WAG
1158
Winthrop Advisory Group
Massachusetts
– -$201K -4,637 Closed
SWM
1159
SeaCrest Wealth Management
New York
– -$184K -4,306 Closed
EMG
1160
ETF Managers Group
New Jersey
– -$118K -2,753 Closed
OWA
1161
One Wealth Advisors
California
– -$109K -2,552 Closed
LC
1162
Lavaca Capital
Texas
– -$84K -1,971 Closed
LFA
1163
Legacy Financial Advisors
Kentucky
– -$49K -1,156 Closed
FIB
1164
First Interstate Bank
Montana
– -$49K -1,135 Closed
CGT
1165
Capital Guardian Trust
California
– -$38K -900 Closed
MSA
1166
Marino Stram & Associates
Massachusetts
– -$36K -864 Closed
VCM
1167
Vigilant Capital Management
Maine
– -$29K -675 Closed
KPW
1168
Kore Private Wealth
New York
– -$28K -650 Closed
FC
1169
Ferris Capital
Massachusetts
– -$26K -613 Closed
AIC
1170
Ameritas Investment Company
Nebraska
– -$24K -550 Closed
CHP
1171
Cable Hill Partners
Oregon
– -$23K -543 Closed
SWP
1172
Strategic Wealth Partners
Ohio
– -$19K -420 Closed
AIA
1173
Alera Investment Advisors
Illinois
– -$14K -332 Closed
PGWM
1174
Parisi Gray Wealth Management
New Jersey
– -$8K -177 Closed
HWA
1175
Heritage Wealth Advisors
Virginia
– -$7.4K -173 Closed
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