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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1476
Reitz Capital Advisors
Michigan
$232K +$215K +4,096 New
CFG
1477
CKW Financial Group
Hawaii
$232K – – –
VV
1478
Verity & Verity
South Carolina
$232K +$214K +4,085 New
CCG
1479
Cypress Capital Group
Florida
$231K +$214K +4,084 New
SMH
1480
Sanders Morris Harris
Texas
$231K +$210K +4,000 New
PCMC
1481
Private Capital Management (Colorado)
Colorado
$229K +$576 +11 +0.3%
KLCM
1482
KG&L Capital Management
Louisiana
$229K +$212K +4,045 New
AP
1483
Arlington Partners
Alabama
$228K +$183K +3,488 +647%
TIM
1484
Triad Investment Management
California
$227K -$210 -4 -0.1%
AA
1485
Alta Advisers
United Kingdom
$227K – – –
CWA
1486
Clarus Wealth Advisors
Arizona
$226K +$209K +3,987 New
FBFS
1487
First Business Financial Services
Wisconsin
$226K – – –
JSL
1488
JT Stratford LLC
Georgia
$226K -$675K -12,879 -76%
LFAS
1489
Level Four Advisory Services
Texas
$224K +$207K +3,958 New
BS
1490
Banco Santander
Spain
$224K +$207K +3,955 New
GWM
1491
GSB Wealth Management
Connecticut
$222K +$206K +3,925 New
CAAS
1492
Capital Asset Advisory Services
Michigan
$222K +$199K +3,800 New
WW
1493
Westshore Wealth
California
$222K +$4.92K +94 +2%
HIIFS
1494
Harel Insurance Investments & Financial Services
Israel
$222K +$203K +3,880 New
PWM
1495
Prosperity Wealth Management
California
$222K -$125K -2,388 -38%
GD
1496
Grandfield & Dodd
New York
$220K – – –
GWM
1497
Gray Wealth Management
Maine
$220K +$203K +3,880 New
PWM
1498
Purus Wealth Management
California
$219K -$61.4K -1,172 -23%
SWM
1499
SFG Wealth Management
Maryland
$218K +$202K +3,850 New
FFG
1500
Fortem Financial Group
California
$218K +$201K +3,842 New
58 59
60
61 62