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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1251
HMS Capital Management
Tennessee
$321K -$30.2K -389 -9%
ECG
1252
Edge Capital Group
Georgia
$321K +$154K +1,984 +106%
NPF
1253
Norris Perne & French
Michigan
$321K – – –
VCM
1254
Virtue Capital Management
Tennessee
$320K -$25.5K -329 -8%
LPAM
1255
Lodestar Private Asset Management
California
$320K +$298K +3,841 New
SBL
1256
Sargent Bickham Lagudis
Colorado
$320K – – –
BBI
1257
Baxter Bros Inc
Connecticut
$319K – – –
SAM
1258
Silvercrest Asset Management
New York
$318K +$62.1K +800 +26%
FBFS
1259
First Business Financial Services
Wisconsin
$318K -$641K -8,253 -68%
KSWA
1260
Kathleen S. Wright Associates
Pennsylvania
$317K – – –
CA
1261
Carson Advisory
Georgia
$317K – – –
SFA
1262
Souders Financial Advisors
Ohio
$315K +$3.57K +46 +1%
IAS
1263
Insigneo Advisory Services
Florida
$315K +$293K +3,779 New
MAWA
1264
Moss Adams Wealth Advisors
Washington
$313K +$292K +3,762 New
BFA
1265
Beaumont Financial Advisors
Massachusetts
$310K +$1.55K +20 +0.5%
CCM
1266
Carlson Capital Management
Minnesota
$309K +$4.11K +53 +1%
FCMT
1267
Founders Capital Management (Texas)
Texas
$309K – – –
RTC
1268
Riverview Trust Company
Washington
$309K – – –
CFO
1269
Callan Family Office
Pennsylvania
$309K +$288K +3,710 New
ACM
1270
Absolute Capital Management
Pennsylvania
$308K – – –
PWM
1271
Purus Wealth Management
California
$308K +$466 +6 +0.2%
KWM
1272
Kingsview Wealth Management
Oregon
$308K -$178K -2,293 -38%
PCIA
1273
Prime Capital Investment Advisors
Kansas
$305K +$33.2K +428 +13%
WCF
1274
West Coast Financial
California
$305K – – –
GCM
1275
Glaxis Capital Management
Florida
$305K +$776 +10 +0.3%
49 50
51
52 53