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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SBL
1226
Sargent Bickham Lagudis
Colorado
$242K -$3.93K -57 -1%
GAM
1227
Gould Asset Management
California
$242K – – –
WJA
1228
Willis Johnson & Associates
Texas
$242K – – –
BBI
1229
Baxter Bros Inc
Connecticut
$242K +$265K +3,837 New
BBNA
1230
Bremer Bank National Association
Minnesota
$241K – – –
KSWA
1231
Kathleen S. Wright Associates
Pennsylvania
$241K +$138 +2 +0.1%
KA
1232
Klingman & Associates
New York
$241K +$13.3K +193 +5%
DJSG
1233
D.J. St. Germain
Massachusetts
$240K -$12.4K -180 -5%
CA
1234
Carson Advisory
Georgia
$240K – – –
CC
1235
Centiva Capital
New York
$239K -$115K -1,665 -31%
CIC
1236
Crawford Investment Counsel
Georgia
$239K -$7.79K -113 -3%
ACA
1237
Affinity Capital Advisors
California
$238K – – –
KFS
1238
Kaizen Financial Strategies
California
$238K +$4.07K +59 +2%
CIA
1239
Capital Investment Advisors
Georgia
$238K +$6.55K +95 +3%
SFA
1240
Souders Financial Advisors
Ohio
$237K +$2.48K +36 +1%
Koshinski Asset Management
1241
Koshinski Asset Management
Illinois
$236K +$49.4K +717 +24%
FCMT
1242
Founders Capital Management (Texas)
Texas
$235K -$2.48K -36 -1%
BJL
1243
Brighton Jones LLC
Washington
$233K -$8.48K -123 -3%
CCM
1244
Carlson Capital Management
Minnesota
$233K +$7.52K +109 +3%
APWM
1245
Atlas Private Wealth Management
New York
$232K +$621 +9 +0.2%
BFA
1246
Beaumont Financial Advisors
Massachusetts
$232K +$21.4K +310 +9%
BFS
1247
Bradley Foster & Sargent
Connecticut
$232K +$31K +450 +14%
HTC
1248
Haverford Trust Company
Pennsylvania
$232K +$253K +3,669 New
TNBTD
1249
Trustmark National Bank Trust Department
Mississippi
$232K +$253K +3,672 New
WG
1250
Welch Group
Alabama
$232K +$253K +3,675 New