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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CK
1251
Cohen Klingenstein
New York
$231K – – –
EFG
1252
Everhart Financial Group
Ohio
$231K +$252K +3,648 New
FPS
1253
Fieldpoint Private Securities
Connecticut
$230K -$6.69K -97 -3%
GCM
1254
Glaxis Capital Management
Florida
$230K +$690 +10 +0.3%
WAM
1255
WNY Asset Management
New York
$229K – – –
KFC
1256
Klingenstein Fields & Co
New York
$228K – – –
JCM
1257
Jacobi Capital Management
Pennsylvania
$228K +$28.7K +416 +13%
SIC
1258
Sigma Investment Counselors
Michigan
$226K – – –
VCM
1259
Virtue Capital Management
Tennessee
$226K +$247K +3,579 New
WW
1260
Westshore Wealth
California
$225K +$36.8K +533 +18%
PP
1261
PDS Planning
Ohio
$224K +$17.9K +260 +8%
AWA
1262
Aaron Wealth Advisors
Illinois
$223K +$96.5K +1,400 +66%
BWG
1263
Beta Wealth Group
California
$221K +$20.7K +300 +9%
MME
1264
Meag Munich Ergo
Germany
$219K -$582K -8,445 -71%
LCM
1265
LCM Capital Management
Illinois
$219K – – –
EFS
1266
Essex Financial Services
Connecticut
$218K +$10.7K +155 +5%
CFA
1267
CWS Financial Advisors
Michigan
$216K -$552 -8 -0.2%
NFP
1268
Narus Financial Partners
Utah
$215K – – –
ACM
1269
Absolute Capital Management
Pennsylvania
$215K -$607K -8,800 -72%
IAN
1270
Integrated Advisors Network
Texas
$215K -$51.9K -753 -18%
MAM
1271
Mystic Asset Management
Rhode Island
$215K – – –
CI
1272
CX Institutional
Indiana
$214K -$55K -797 -19%
JWM
1273
Jeppson Wealth Management
California
$213K -$11.6K -168 -5%
HVIA
1274
Hudson Valley Investment Advisors
New York
$213K +$207 +3 +0.1%
AL
1275
ACAS LLC
California
$213K +$13.8K +200 +7%
49 50
51
52 53