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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SYBT
1451
Stock Yards Bank & Trust
Kentucky
$225K -$1.03K -17 -0.4%
CFG
1452
CKW Financial Group
Hawaii
$225K – – –
AWA
1453
Arete Wealth Advisors
Illinois
$224K -$744K -12,308 -75%
PWMG
1454
Prestige Wealth Management Group
New Jersey
$224K +$236K +3,905 +2,182%
CA
1455
CoreCap Advisors
Michigan
$224K -$1.79M -29,694 -88%
DTL
1456
Dynamic Technology Lab
Singapore
$224K +$246K +4,078 New
WCM
1457
Whitener Capital Management
North Carolina
$224K +$246K +4,078 New
FC
1458
Forte Capital
New York
$224K -$11.7K -193 -5%
KSWA
1459
Kathleen S. Wright Associates
Pennsylvania
$223K +$88.4K +1,462 +54%
SWM
1460
SFG Wealth Management
Maryland
$222K +$12.1K +200 +5%
JCM
1461
Jacobi Capital Management
Pennsylvania
$221K -$8.04K -133 -3%
LTI
1462
Laffer Tengler Investments
Tennessee
$221K -$866K -14,326 -78%
BWM
1463
BlackDiamond Wealth Management
New York
$221K -$2.9K -48 -1%
TIM
1464
Triad Investment Management
California
$220K – – –
AA
1465
Alta Advisers
United Kingdom
$220K – – –
PWM
1466
Purus Wealth Management
California
$218K +$6.53K +108 +3%
JDR
1467
Jay D. Rosenbaum
$217K -$11.7K -193 -5%
AF
1468
Apexium Financial
Texas
$216K +$13.8K +228 +6%
SWA
1469
Stratos Wealth Advisors
Ohio
$216K +$237K +3,928 New
PCMC
1470
Private Capital Management (Colorado)
Colorado
$216K -$7.37K -122 -3%
WW
1471
Westshore Wealth
California
$215K – – –
SMH
1472
Sanders Morris Harris
Texas
$215K – – –
MM
1473
MQS Management
New York
$214K +$235K +3,891 New
BOM
1474
Bank of Marin
California
$212K +$234K +3,867 New
KWM
1475
Kolinsky Wealth Management
New Jersey
$212K +$233K +3,862 New
57 58
59
60 61