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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1426
Affinity Capital Advisors
California
$331K – – –
BFA
1427
Beaumont Financial Advisors
Massachusetts
$330K +$10.1K +137 +3%
AF
1428
Aviso Financial
Ontario, Canada
$330K +$331K +4,479 New
KP
1429
Keel Point
Alabama
$330K -$43.6K -590 -10%
CPW
1430
Catalyst Private Wealth
California
$329K +$330K +4,468 New
KA
1431
KLCM Advisors
Wisconsin
$329K -$5.91K -80 -2%
WF
1432
Welch & Forbes
Massachusetts
$327K -$97.4K -1,318 -23%
DFA
1433
Delta Financial Advisors
Louisiana
$326K +$74 +1 +0%
EL
1434
Essex LLC
Illinois
$326K -$11.1K -150 -3%
IAMOG
1435
Investors Asset Management of Georgia
Georgia
$325K -$3.47K -47 -1%
LIA
1436
LBMC Investment Advisors
Tennessee
$323K – – –
BTWM
1437
Baker Tilly Wealth Management
Wisconsin
$322K -$493K -6,678 -60%
TF
1438
Tompkins Financial
New York
$321K – – –
TCOT
1439
Trust Company of Toledo
Ohio
$321K +$79.4K +1,075 +33%
BFM
1440
Boston Financial Management
Massachusetts
$320K +$1.77K +24 +0.6%
FA
1441
Fiduciary Alliance
South Carolina
$319K +$318K +4,302 New
BMC
1442
Benin Management Corp
Connecticut
$318K – – –
WB
1443
WesBanco Bank
West Virginia
$318K +$4.73K +64 +2%
LNB
1444
Ledyard National Bank
$317K +$443 +6 +0.1%
CPA
1445
Court Place Advisors
Maryland
$317K -$11.1K -150 -3%
WPWM
1446
Western Pacific Wealth Management
Illinois
$316K – – –
WG
1447
Welch Group
Alabama
$315K +$665 +9 +0.2%
ECM
1448
Exchange Capital Management
Michigan
$313K +$313K +4,243 New
OHWP
1449
Oak Harbor Wealth Partners
North Carolina
$312K +$74 +1 +0%
CCM
1450
Chilton Capital Management
Texas
$311K +$66.5K +900 +27%
56 57
58
59 60