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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1351
Novare Capital Management
North Carolina
$253K +$354K +4,834 New
SIC
1352
Sigma Investment Counselors
Michigan
$253K +$91.9K +1,255 +35%
PP
1353
PDS Planning
Ohio
$253K +$55.4K +757 +19%
CPA
1354
Court Place Advisors
Maryland
$251K -$14.6K -200 -4%
IA
1355
IFG Advisory
Georgia
$249K -$94K -1,284 -21%
NCM
1356
Noesis Capital Mangement
Florida
$249K +$117K +1,600 +51%
OWP
1357
Obermeyer Wealth Partners
Colorado
$249K -$21.8K -298 -6%
BIM
1358
Baldwin Investment Management
Pennsylvania
$247K -$335K -4,575 -49%
JWM
1359
Jeppson Wealth Management
California
$247K +$122K +1,668 +55%
CCM
1360
CAAS Capital Management
New York
$246K +$344K +4,700 New
PA
1361
Parkside Advisors
California
$246K – – –
DFA
1362
Delta Financial Advisors
Louisiana
$245K – – –
KP
1363
Keel Point
Alabama
$243K -$101K -1,383 -23%
FC
1364
Forte Capital
New York
$243K +$149K +2,031 +78%
KA
1365
Keene & Associates
Texas
$241K +$30.1K +411 +10%
SF
1366
Summit Financial
New Jersey
$241K +$99.2K +1,354 +42%
DS
1367
DRW Securities
Illinois
$241K -$149K -2,033 -31%
CFGS
1368
Concourse Financial Group Securities
Alabama
$241K +$74.8K +1,022 +29%
CIAS
1369
Capital Investment Advisory Services
North Carolina
$240K +$335K +4,577 New
RZH
1370
Relyea Zuckerberg Hanson
Connecticut
$239K -$79.3K -1,083 -19%
APA
1371
Astoria Portfolio Advisors
New York
$238K +$8.71K +119 +3%
LBWM
1372
Left Brain Wealth Management
Illinois
$237K +$333K +4,545 New
BPWM
1373
Badgley Phelps Wealth Managers
Washington
$237K -$4.39M -59,975 -93%
VWM
1374
Venturi Wealth Management
Texas
$237K +$331K +4,525 New
S
1375
SimplyRich
California
$237K – – –
53 54
55
56 57