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SCHW

Charles Schwab
SCHW

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