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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
1451
Douglass Winthrop Advisors
New York
$266K – – –
TAM
1452
Trillium Asset Management
Massachusetts
$266K -$27.2K -414 -9%
BMC
1453
Benin Management Corp
Connecticut
$266K -$14.6K -222 -5%
CPA
1454
Court Place Advisors
Maryland
$266K -$13.1K -200 -5%
CA
1455
Calton & Associates
Florida
$265K +$39.7K +605 +17%
BWM
1456
Baron Wealth Management
Michigan
$264K -$35.5K -540 -12%
TF
1457
Trek Financial
Arizona
$263K +$267K +4,062 New
EL
1458
Essex LLC
Illinois
$262K -$24.3K -370 -8%
SWM
1459
SFG Wealth Management
Maryland
$262K – – –
MPM
1460
MBB Public Markets
Illinois
$262K -$6.75M -102,716 -96%
LFAS
1461
Level Four Advisory Services
Texas
$262K +$2.76K +42 +1%
EWA
1462
Exencial Wealth Advisors
Oklahoma
$261K -$111K -1,688 -30%
SFP
1463
Sweet Financial Partners
Minnesota
$261K -$9.53K -145 -3%
LTI
1464
Laffer Tengler Investments
Tennessee
$261K – – –
AA
1465
Alta Advisers
United Kingdom
$259K – – –
SMH
1466
Sanders Morris Harris
Texas
$259K – – –
FCH
1467
Freestone Capital Holdings
Washington
$257K +$37.8K +575 +17%
SVWAG
1468
Sound View Wealth Advisors Group
Georgia
$257K -$39.5K -601 -13%
SFA
1469
Souders Financial Advisors
Ohio
$257K -$10.1K -154 -4%
BFG
1470
Berger Financial Group
Minnesota
$257K +$1.25K +19 +0.5%
ASG
1471
Ariston Services Group
California
$257K -$130K -1,981 -33%
KA
1472
Klingman & Associates
New York
$257K -$4.86K -74 -2%
VST
1473
Van Strum & Towne
California
$256K – – –
BAM
1474
Boyar Asset Management
New York
$256K – – –
NRW
1475
Nova R Wealth
Kansas
$255K -$63.3K -964 -20%
57 58
59
60 61