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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1276
ACAS LLC
California
$213K +$13.8K +200 +7%
BWM
1277
BNC Wealth Management
Oregon
$213K +$34.8K +504 +18%
EB
1278
Eastern Bank
Massachusetts
$212K -$1.66K -24 -0.7%
BAM
1279
Boyar Asset Management
New York
$212K – – –
LHC
1280
Little House Capital
Massachusetts
$212K – – –
WA
1281
Waddell & Associates
Tennessee
$212K +$1.66K +24 +0.7%
MG
1282
Mather Group
Illinois
$212K +$31.2K +453 +16%
TBWA
1283
Three Bridge Wealth Advisors
California
$211K – – –
SWM
1284
Stockman Wealth Management
Montana
$210K -$4.15M -60,138 -95%
FBFS
1285
First Business Financial Services
Wisconsin
$209K +$33.9K +492 +17%
PFGIA
1286
Patriot Financial Group Insurance Agency
Massachusetts
$207K +$127K +1,848 +130%
BI
1287
Berkeley Inc
Idaho
$206K +$19.5K +283 +9%
AFP
1288
Ausdal Financial Partners
Iowa
$205K +$28K +406 +14%
VV
1289
Verity & Verity
South Carolina
$204K – – –
NL
1290
NWAM LLC
Washington
$204K +$222K +3,214 New
PTC
1291
Private Trust Company
Ohio
$203K -$76.3K -1,106 -26%
BAM
1292
Brave Asset Management
New Jersey
$202K – – –
CT
1293
Cambridge Trust
Massachusetts
$199K -$17.7K -257 -8%
SSG
1294
Summit Securities Group
New York
$199K +$175K +2,536 +412%
CWC
1295
Carolinas Wealth Consulting
North Carolina
$197K +$4K +58 +2%
MCM
1296
Manchester Capital Management
Vermont
$191K – – –
AIM
1297
Acropolis Investment Management
Missouri
$186K -$3.72K -54 -2%
PK
1298
Pflug Koory
Nebraska
$186K – – –
EWA
1299
EverSource Wealth Advisors
Alabama
$183K +$84.1K +1,220 +72%
C
1300
Covestor
United Kingdom
$183K +$114K +1,658 +134%
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52
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