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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
VST
1226
Van Strum & Towne
California
$341K – – –
BWG
1227
Beta Wealth Group
California
$341K +$23.3K +300 +8%
CFG
1228
CKW Financial Group
Hawaii
$341K -$23.3K -300 -7%
JCM
1229
Jacobi Capital Management
Pennsylvania
$339K +$36.5K +470 +13%
PP
1230
PDS Planning
Ohio
$339K +$12.4K +160 +4%
EL
1231
Essex LLC
Illinois
$337K – – –
NAS
1232
Nicolet Advisory Services
Wisconsin
$334K +$311K +4,007 New
TIM
1233
Triad Investment Management
California
$333K – – –
EWA
1234
Encompass Wealth Advisors
Oregon
$333K – – –
SMH
1235
Sanders Morris Harris
Texas
$333K – – –
WCM
1236
Wisconsin Capital Management
Wisconsin
$333K – – –
FC
1237
Fulcrum Capital
Washington
$333K +$310K +4,000 New
AA
1238
Alta Advisers
United Kingdom
$333K – – –
LFA
1239
Legacy Financial Advisors
Kentucky
$333K +$73.4K +946 +31%
ACA
1240
Affinity Capital Advisors
California
$331K +$15.8K +203 +5%
CGFA
1241
Colton Groome Financial Advisors
North Carolina
$329K +$81.1K +1,045 +36%
EWA
1242
EverSource Wealth Advisors
Alabama
$328K +$35.5K +458 +13%
MG
1243
Mather Group
Illinois
$327K +$22K +283 +8%
SVWAG
1244
Sound View Wealth Advisors Group
Georgia
$327K +$369K +4,750 New
RIA
1245
Regal Investment Advisors
Michigan
$326K +$10.5K +135 +4%
RPGK
1246
Retirement Planning Group (Kansas)
Kansas
$326K – – –
GD
1247
Grandfield & Dodd
New York
$323K -$5.9K -76 -2%
LC
1248
Lindbrook Capital
California
$323K +$388 +5 +0.1%
AFT
1249
Alpha Family Trust
California
$323K +$301K +3,875 New
LAM
1250
L2 Asset Management
Massachusetts
$322K +$38K +489 +14%
48 49
50
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