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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
1251
Edge Capital Group
Georgia
$321K +$154K +1,984 +106%
NPF
1252
Norris Perne & French
Michigan
$321K – – –
VCM
1253
Virtue Capital Management
Tennessee
$320K -$25.5K -329 -8%
LPAM
1254
Lodestar Private Asset Management
California
$320K +$298K +3,841 New
SBL
1255
Sargent Bickham Lagudis
Colorado
$320K – – –
BBI
1256
Baxter Bros Inc
Connecticut
$319K – – –
SAM
1257
Silvercrest Asset Management
New York
$318K +$62.1K +800 +26%
FBFS
1258
First Business Financial Services
Wisconsin
$318K -$641K -8,253 -68%
KSWA
1259
Kathleen S. Wright Associates
Pennsylvania
$317K – – –
CA
1260
Carson Advisory
Georgia
$317K – – –
SFA
1261
Souders Financial Advisors
Ohio
$315K +$3.57K +46 +1%
IAS
1262
Insigneo Advisory Services
Florida
$315K +$293K +3,779 New
MAWA
1263
Moss Adams Wealth Advisors
Washington
$313K +$292K +3,762 New
BFA
1264
Beaumont Financial Advisors
Massachusetts
$310K +$1.55K +20 +0.5%
CCM
1265
Carlson Capital Management
Minnesota
$309K +$4.11K +53 +1%
FCMT
1266
Founders Capital Management (Texas)
Texas
$309K – – –
RTC
1267
Riverview Trust Company
Washington
$309K – – –
CFO
1268
Callan Family Office
Pennsylvania
$309K +$288K +3,710 New
ACM
1269
Absolute Capital Management
Pennsylvania
$308K – – –
PWM
1270
Purus Wealth Management
California
$308K +$466 +6 +0.2%
KWM
1271
Kingsview Wealth Management
Oregon
$308K -$178K -2,293 -38%
PCIA
1272
Prime Capital Investment Advisors
Kansas
$305K +$33.2K +428 +13%
WCF
1273
West Coast Financial
California
$305K – – –
GCM
1274
Glaxis Capital Management
Florida
$305K +$776 +10 +0.3%
CK
1275
Cohen Klingenstein
New York
$305K – – –
49 50
51
52 53