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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LTI
1201
Laffer Tengler Investments
Tennessee
$334K – – –
JIC
1202
Joel Isaacson & Co
New York
$333K -$3.96K -45 -1%
GD
1203
Grandfield & Dodd
New York
$330K – – –
AWM
1204
Axxcess Wealth Management
California
$330K +$57.2K +650 +20%
SBL
1205
Sargent Bickham Lagudis
Colorado
$328K -$52.7K -599 -13%
CIC
1206
Crawford Investment Counsel
Georgia
$328K +$26.4K +300 +8%
GAM
1207
Gould Asset Management
California
$323K – – –
BBNA
1208
Bremer Bank National Association
Minnesota
$322K -$25.5K -290 -7%
WJA
1209
Willis Johnson & Associates
Texas
$322K +$336K +3,825 New
KSWA
1210
Kathleen S. Wright Associates
Pennsylvania
$321K -$8.62K -98 -3%
CA
1211
Carson Advisory
Georgia
$321K – – –
BJL
1212
Brighton Jones LLC
Washington
$321K +$23.5K +267 +8%
ACA
1213
Affinity Capital Advisors
California
$318K -$56.1K -638 -14%
FPS
1214
Fieldpoint Private Securities
Connecticut
$315K -$20.7K -235 -6%
FCMT
1215
Founders Capital Management (Texas)
Texas
$315K – – –
SFA
1216
Souders Financial Advisors
Ohio
$313K +$2.38K +27 +0.7%
KFS
1217
Kaizen Financial Strategies
California
$312K -$840K -9,545 -72%
IIC
1218
Integrated Investment Consultants
Michigan
$311K -$146K -1,663 -31%
APP
1219
Avantax Planning Partners
Iowa
$311K +$19.1K +217 +6%
APWM
1220
Atlas Private Wealth Management
New York
$309K -$5.45K -62 -2%
CK
1221
Cohen Klingenstein
New York
$309K – – –
FC
1222
Forte Capital
New York
$309K – – –
CIA
1223
Capital Investment Advisors
Georgia
$309K +$6.33K +72 +2%
WAM
1224
WNY Asset Management
New York
$306K – – –
GCM
1225
Glaxis Capital Management
Florida
$306K +$319K +3,632 New
47 48
49
50 51