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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1201
Lountzis Asset Management
Pennsylvania
$497K – – –
GCM
1202
Glaxis Capital Management
Florida
$493K +$455K +8,692 New
EFS
1203
Essex Financial Services
Connecticut
$491K +$78.1K +1,492 +21%
TCM
1204
Twin Capital Management
Pennsylvania
$490K -$5.45K -104 -1%
CL
1205
Choreo LLC
Illinois
$489K +$37K +706 +9%
CWM
1206
Concentric Wealth Management
California
$486K +$1.83K +35 +0.4%
NBT
1207
Northwest Bank & Trust
Iowa
$485K +$448K +8,557 New
DGAM
1208
Desjardins Global Asset Management
Quebec, Canada
$485K -$208K -3,963 -32%
BCM
1209
Brookstone Capital Management
Illinois
$484K -$716K -13,677 -62%
SC
1210
Savant Capital
Illinois
$484K +$49.7K +948 +12%
FHC
1211
First Heartland Consultants
Missouri
$482K +$59.2K +1,130 +15%
MAM
1212
Meeder Asset Management
Ohio
$480K +$338K +6,453 +320%
AWM
1213
Axxcess Wealth Management
California
$480K +$242K +4,629 +121%
HHRDM
1214
H&H Retirement Design & Management
Nevada
$479K +$210K +4,000 +100%
IA
1215
Inspire Advisors
Idaho
$476K +$440K +8,398 New
GC
1216
Garde Capital
Washington
$474K +$22.5K +430 +5%
BCM
1217
Boltwood Capital Management
California
$472K +$18.1K +345 +4%
AA
1218
Apriem Advisors
California
$472K -$15.6K -298 -3%
BFM
1219
Boston Financial Management
Massachusetts
$471K -$21.4K -409 -5%
CAM
1220
Cozad Asset Management
Illinois
$469K -$44.9K -858 -9%
ORC
1221
O'Rourke & Company
Massachusetts
$468K +$433K +8,265 New
BWA
1222
Bordeaux Wealth Advisors
California
$466K -$21.2K -404 -5%
DI
1223
DAGCO Inc
Ohio
$463K – – –
PWPS
1224
Pinnacle Wealth Planning Services
Ohio
$462K -$889K -16,977 -68%
CFG
1225
Cooper Financial Group
California
$461K -$6.81K -130 -2%
47 48
49
50 51