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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FCMT
1226
Founders Capital Management (Texas)
Texas
$267K – – –
RTC
1227
Riverview Trust Company
Washington
$267K +$80.7K +1,162 +46%
MFGM
1228
Marshall Financial Group (Maryland)
Maryland
$266K -$20.1K -290 -7%
BFA
1229
Beaumont Financial Advisors
Massachusetts
$266K +$1.74K +25 +0.7%
HIIFS
1230
Harel Insurance Investments & Financial Services
Israel
$266K +$254K +3,660 New
ACM
1231
Absolute Capital Management
Pennsylvania
$266K +$20.8K +300 +9%
PWM
1232
Purus Wealth Management
California
$265K -$10.6K -152 -4%
CIC
1233
Crawford Investment Counsel
Georgia
$265K -$5.76K -83 -2%
SA
1234
Syntax Advisors
New York
$263K -$30.4K -438 -11%
VCG
1235
Vantage Consulting Group
Virginia
$263K -$30.4K -438 -11%
WCF
1236
West Coast Financial
California
$263K -$29.9K -430 -11%
CCM
1237
Carlson Capital Management
Minnesota
$263K -$2.01K -29 -0.8%
CK
1238
Cohen Klingenstein
New York
$263K – – –
GCM
1239
Glaxis Capital Management
Florida
$263K +$833 +12 +0.3%
APP
1240
Avantax Planning Partners
Iowa
$262K -$21.2K -306 -8%
QFA
1241
Quantum Financial Advisors
California
$262K +$625 +9 +0.2%
MG
1242
Mather Group
Illinois
$262K +$20.1K +290 +9%
WAM
1243
WNY Asset Management
New York
$261K – – –
KFC
1244
Klingenstein Fields & Co
New York
$260K – – –
CCM
1245
Chiron Capital Management
Florida
$259K -$139K -2,000 -36%
JCM
1246
Jacobi Capital Management
Pennsylvania
$259K +$347 +5 +0.1%
KFS
1247
Kaizen Financial Strategies
California
$257K -$13.5K -194 -5%
SIC
1248
Sigma Investment Counselors
Michigan
$257K – – –
IAN
1249
Integrated Advisors Network
Texas
$257K +$11.7K +168 +5%
EH
1250
Equitable Holdings
New York
$257K +$248K +3,577 New
48 49
50
51 52