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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1301
Bradley Foster & Sargent
Connecticut
$283K -$27.2K -350 -9%
C
1302
Covestor
United Kingdom
$282K -$4.42K -57 -2%
EFG
1303
Everhart Financial Group
Ohio
$282K -$122K -1,575 -32%
DIA
1304
Davidson Investment Advisors
Montana
$282K -$34.9K -450 -12%
HVIA
1305
Hudson Valley Investment Advisors
New York
$281K – – –
EB
1306
Eastern Bank
Massachusetts
$280K – – –
BAM
1307
Boyar Asset Management
New York
$279K – – –
SFA
1308
Source Financial Advisors
New York
$278K +$259K +3,341 New
TBWA
1309
Three Bridge Wealth Advisors
California
$278K – – –
JSW
1310
Journey Strategic Wealth
New Jersey
$277K +$23.9K +308 +10%
CCM
1311
Chiron Capital Management
Florida
$275K -$23.3K -300 -8%
LHC
1312
Little House Capital
Massachusetts
$275K – – –
KTC
1313
Kistler-Tiffany Companies
Pennsylvania
$273K +$190K +2,445 +294%
LRIA
1314
Leonard Rickey Investment Advisors
Washington
$271K +$253K +3,255 New
SF
1315
Summit Financial
New Jersey
$270K +$9K +116 +4%
WAM
1316
Wolverine Asset Management
Illinois
$270K +$251K +3,239 New
VV
1317
Verity & Verity
South Carolina
$269K – – –
JFGIW
1318
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$268K – – –
SA
1319
Syntax Advisors
New York
$268K -$34.7K -447 -12%
VCG
1320
Vantage Consulting Group
Virginia
$268K -$34.7K -447 -12%
CHP
1321
Cable Hill Partners
Oregon
$267K +$22K +284 +10%
BAM
1322
Brave Asset Management
New Jersey
$266K – – –
WCM
1323
Wedge Capital Management
North Carolina
$266K +$248K +3,191 New
GIM
1324
Grassi Investment Management
California
$266K +$248K +3,193 New
SWM
1325
Stockman Wealth Management
Montana
$265K – – –
51 52
53
54 55