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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
KFC
1226
Klingenstein Fields & Co
New York
$305K – – –
KA
1227
Klingman & Associates
New York
$305K +$1.58K +18 +0.5%
CCM
1228
Carlson Capital Management
Minnesota
$302K +$528 +6 +0.2%
SGA
1229
Seaport Global Advisors
Massachusetts
$302K +$315K +3,577 New
SIC
1230
Sigma Investment Counselors
Michigan
$301K – – –
JWM
1231
Jeppson Wealth Management
California
$298K -$109K -1,235 -26%
MFW
1232
Meristem Family Wealth
Minnesota
$298K -$18.1K -206 -6%
NIM
1233
NuWave Investment Management
New Jersey
$298K +$311K +3,535 New
MGIA
1234
Moneta Group Investment Advisors
Missouri
$294K -$34.2K -389 -10%
FEG
1235
Financial Enhancement Group
Indiana
$294K -$1.76K -20 -0.6%
LCM
1236
LCM Capital Management
Illinois
$293K – – –
AWA
1237
Arete Wealth Advisors
Illinois
$289K +$301K +3,426 New
MAM
1238
Mystic Asset Management
Rhode Island
$288K – – –
CFA
1239
CWS Financial Advisors
Michigan
$288K +$1.06K +12 +0.4%
CT
1240
Cambridge Trust
Massachusetts
$287K -$63.5K -722 -18%
NFP
1241
Narus Financial Partners
Utah
$287K +$299K +3,403 New
AIP
1242
Almanack Investment Partners
Pennsylvania
$286K +$31.4K +357 +12%
EB
1243
Eastern Bank
Massachusetts
$285K -$18.3K -208 -6%
FIBT
1244
First International Bank & Trust
North Dakota
$285K +$5.1K +58 +2%
BFA
1245
Beaumont Financial Advisors
Massachusetts
$284K – – –
PCA
1246
Providence Capital Advisors
North Carolina
$284K – – –
HVIA
1247
Hudson Valley Investment Advisors
New York
$284K +$45.6K +518 +18%
TC
1248
TownSquare Capital
Utah
$283K -$62.3K -708 -17%
BAM
1249
Boyar Asset Management
New York
$282K -$17.6K -200 -6%
SB
1250
Sunflower Bank
Texas
$282K -$11.9K -135 -4%
48 49
50
51 52