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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
VST
1451
Van Strum & Towne
California
$225K – – –
SYBT
1452
Stock Yards Bank & Trust
Kentucky
$225K -$1.03K -17 -0.4%
CFG
1453
CKW Financial Group
Hawaii
$225K – – –
AWA
1454
Arete Wealth Advisors
Illinois
$224K -$744K -12,308 -75%
PWMG
1455
Prestige Wealth Management Group
New Jersey
$224K +$236K +3,905 +2,182%
CA
1456
CoreCap Advisors
Michigan
$224K -$1.79M -29,694 -88%
DTL
1457
Dynamic Technology Lab
Singapore
$224K +$246K +4,078 New
WCM
1458
Whitener Capital Management
North Carolina
$224K +$246K +4,078 New
FC
1459
Forte Capital
New York
$224K -$11.7K -193 -5%
KSWA
1460
Kathleen S. Wright Associates
Pennsylvania
$223K +$88.4K +1,462 +54%
SWM
1461
SFG Wealth Management
Maryland
$222K +$12.1K +200 +5%
JCM
1462
Jacobi Capital Management
Pennsylvania
$221K -$8.04K -133 -3%
LTI
1463
Laffer Tengler Investments
Tennessee
$221K -$866K -14,326 -78%
BWM
1464
BlackDiamond Wealth Management
New York
$221K -$2.9K -48 -1%
TIM
1465
Triad Investment Management
California
$220K – – –
AA
1466
Alta Advisers
United Kingdom
$220K – – –
PWM
1467
Purus Wealth Management
California
$218K +$6.53K +108 +3%
JDR
1468
Jay D. Rosenbaum
$217K -$11.7K -193 -5%
AF
1469
Apexium Financial
Texas
$216K +$13.8K +228 +6%
SWA
1470
Stratos Wealth Advisors
Ohio
$216K +$237K +3,928 New
PCMC
1471
Private Capital Management (Colorado)
Colorado
$216K -$7.37K -122 -3%
WW
1472
Westshore Wealth
California
$215K – – –
SMH
1473
Sanders Morris Harris
Texas
$215K – – –
MM
1474
MQS Management
New York
$214K +$235K +3,891 New
BOM
1475
Bank of Marin
California
$212K +$234K +3,867 New
57 58
59
60 61