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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1201
Chatham Capital Group
Georgia
$336K +$123K +1,400 +54%
DJSG
1202
D.J. St. Germain
Massachusetts
$335K +$15.8K +180 +5%
KAM
1203
Knightsbridge Asset Management
California
$335K +$22.4K +255 +7%
LTI
1204
Laffer Tengler Investments
Tennessee
$334K – – –
JIC
1205
Joel Isaacson & Co
New York
$333K -$3.96K -45 -1%
GD
1206
Grandfield & Dodd
New York
$330K – – –
AWM
1207
Axxcess Wealth Management
California
$330K +$57.2K +650 +20%
SBL
1208
Sargent Bickham Lagudis
Colorado
$328K -$52.7K -599 -13%
CIC
1209
Crawford Investment Counsel
Georgia
$328K +$26.4K +300 +8%
GAM
1210
Gould Asset Management
California
$323K – – –
BBNA
1211
Bremer Bank National Association
Minnesota
$322K -$25.5K -290 -7%
WJA
1212
Willis Johnson & Associates
Texas
$322K +$336K +3,825 New
KSWA
1213
Kathleen S. Wright Associates
Pennsylvania
$321K -$8.62K -98 -3%
CA
1214
Carson Advisory
Georgia
$321K – – –
BJL
1215
Brighton Jones LLC
Washington
$321K +$23.5K +267 +8%
ACA
1216
Affinity Capital Advisors
California
$318K -$56.1K -638 -14%
FPS
1217
Fieldpoint Private Securities
Connecticut
$315K -$20.7K -235 -6%
FCMT
1218
Founders Capital Management (Texas)
Texas
$315K – – –
SFA
1219
Souders Financial Advisors
Ohio
$313K +$2.38K +27 +0.7%
KFS
1220
Kaizen Financial Strategies
California
$312K -$840K -9,545 -72%
IIC
1221
Integrated Investment Consultants
Michigan
$311K -$146K -1,663 -31%
APP
1222
Avantax Planning Partners
Iowa
$311K +$19.1K +217 +6%
APWM
1223
Atlas Private Wealth Management
New York
$309K -$5.45K -62 -2%
CK
1224
Cohen Klingenstein
New York
$309K – – –
FC
1225
Forte Capital
New York
$309K – – –
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