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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TNBTD
1201
Trustmark National Bank Trust Department
Mississippi
$282K +$17.4K +250 +7%
PP
1202
PDS Planning
Ohio
$281K +$25.5K +368 +10%
RPGK
1203
Retirement Planning Group (Kansas)
Kansas
$281K +$272K +3,912 New
GD
1204
Grandfield & Dodd
New York
$280K – – –
HTC
1205
Haverford Trust Company
Pennsylvania
$280K +$15.3K +220 +6%
PA
1206
Parkside Advisors
California
$279K -$32K -461 -11%
LC
1207
Lindbrook Capital
California
$278K +$79.4K +1,143 +42%
NPF
1208
Norris Perne & French
Michigan
$277K – – –
GL
1209
Graypoint LLC
New York
$277K +$267K +3,853 New
DIA
1210
Davidson Investment Advisors
Montana
$276K -$162K -2,340 -38%
BBI
1211
Baxter Bros Inc
Connecticut
$276K – – –
SBL
1212
Sargent Bickham Lagudis
Colorado
$276K +$69 +1 +0%
KA
1213
Klingman & Associates
New York
$275K +$1.6K +23 +0.6%
APWM
1214
Atlas Private Wealth Management
New York
$275K +$10.5K +151 +4%
KSWA
1215
Kathleen S. Wright Associates
Pennsylvania
$274K – – –
CA
1216
Carson Advisory
Georgia
$273K – – –
BWG
1217
Beta Wealth Group
California
$273K +$20.8K +300 +9%
GIA
1218
Gladstone Institutional Advisory
Florida
$272K -$7.36K -106 -3%
BJL
1219
Brighton Jones LLC
Washington
$272K +$7.08K +102 +3%
RIA
1220
Regal Investment Advisors
Michigan
$272K +$263K +3,783 New
CSPIA
1221
Cary Street Partners Investment Advisory
Virginia
$271K -$27.9K -402 -10%
ACA
1222
Affinity Capital Advisors
California
$271K – – –
SIMG
1223
Sonora Investment Management Group
Arizona
$270K – – –
SFA
1224
Souders Financial Advisors
Ohio
$269K -$903 -13 -0.3%
BFS
1225
Bradley Foster & Sargent
Connecticut
$269K +$4.72K +68 +2%
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