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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1251
Western Wealth Management
Colorado
$236K +$227K +2,803 New
WA1
1252
Wimmer Associates 1
California
$235K – – –
GKWIM
1253
Gerber Kawasaki Wealth & Investment Management
California
$234K +$141K +1,739 +229%
JSW
1254
Journey Strategic Wealth
New Jersey
$234K +$226K +2,788 New
MA
1255
MONECO Advisors
Connecticut
$232K +$212K +2,615 New
JWCA
1256
J.W. Cole Advisors
Florida
$232K +$223K +2,755 New
LFA
1257
Legacy Financial Advisors
Kentucky
$232K +$224K +2,763 New
CWM
1258
Centric Wealth Management
Illinois
$231K +$223K +2,753 New
CCIA
1259
Cherry Creek Investment Advisors
Colorado
$230K +$221K +2,730 New
BFS
1260
Bradley Foster & Sargent
Connecticut
$228K +$219K +2,712 New
MF
1261
Manchester Financial
California
$226K +$217K +2,684 New
SXL
1262
Summit X LLC
Missouri
$225K +$215K +2,661 New
QCM
1263
Quantinno Capital Management
New York
$225K +$217K +2,678 New
SYBT
1264
Stock Yards Bank & Trust
Kentucky
$223K -$67.5K -835 -24%
RI
1265
Ridgewood Investments
New Jersey
$223K -$40.4K -499 -16%
ACM
1266
Academy Capital Management
Texas
$223K +$215K +2,656 New
AIM
1267
Acropolis Investment Management
Missouri
$222K – – –
BP
1268
Broadleaf Partners
Ohio
$222K +$214K +2,640 New
CNC
1269
Citizens & Northern Corp
Pennsylvania
$221K +$212K +2,624 New
PB
1270
Pinnacle Bancorp
Nebraska
$220K – – –
KWM
1271
Kolinsky Wealth Management
New Jersey
$220K +$211K +2,613 New
CG
1272
Cutler Group
California
$219K -$489K -6,048 -70%
DLA
1273
Douglas Lane & Associates
New York
$218K -$44.1K -545 -17%
CCG
1274
Chatham Capital Group
Georgia
$217K +$209K +2,580 New
PP
1275
PDS Planning
Ohio
$215K +$207K +2,557 New
49 50
51
52 53