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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1201
PDS Planning
Ohio
$281K +$25.5K +368 +10%
RPGK
1202
Retirement Planning Group (Kansas)
Kansas
$281K +$272K +3,912 New
GD
1203
Grandfield & Dodd
New York
$280K – – –
HTC
1204
Haverford Trust Company
Pennsylvania
$280K +$15.3K +220 +6%
PA
1205
Parkside Advisors
California
$279K -$32K -461 -11%
LC
1206
Lindbrook Capital
California
$278K +$79.4K +1,143 +42%
NPF
1207
Norris Perne & French
Michigan
$277K – – –
GL
1208
Graypoint LLC
New York
$277K +$267K +3,853 New
DIA
1209
Davidson Investment Advisors
Montana
$276K -$162K -2,340 -38%
BBI
1210
Baxter Bros Inc
Connecticut
$276K – – –
SBL
1211
Sargent Bickham Lagudis
Colorado
$276K +$69 +1 +0%
KA
1212
Klingman & Associates
New York
$275K +$1.6K +23 +0.6%
APWM
1213
Atlas Private Wealth Management
New York
$275K +$10.5K +151 +4%
KSWA
1214
Kathleen S. Wright Associates
Pennsylvania
$274K – – –
CA
1215
Carson Advisory
Georgia
$273K – – –
BWG
1216
Beta Wealth Group
California
$273K +$20.8K +300 +9%
GIA
1217
Gladstone Institutional Advisory
Florida
$272K -$7.36K -106 -3%
BJL
1218
Brighton Jones LLC
Washington
$272K +$7.08K +102 +3%
RIA
1219
Regal Investment Advisors
Michigan
$272K +$263K +3,783 New
CSPIA
1220
Cary Street Partners Investment Advisory
Virginia
$271K -$27.9K -402 -10%
ACA
1221
Affinity Capital Advisors
California
$271K – – –
SIMG
1222
Sonora Investment Management Group
Arizona
$270K – – –
SFA
1223
Souders Financial Advisors
Ohio
$269K -$903 -13 -0.3%
BFS
1224
Bradley Foster & Sargent
Connecticut
$269K +$4.72K +68 +2%
FCMT
1225
Founders Capital Management (Texas)
Texas
$267K – – –
47 48
49
50 51