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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1476
CKW Financial Group
Hawaii
$232K – – –
VV
1477
Verity & Verity
South Carolina
$232K +$214K +4,085 New
CCG
1478
Cypress Capital Group
Florida
$231K +$214K +4,084 New
SMH
1479
Sanders Morris Harris
Texas
$231K +$210K +4,000 New
PCMC
1480
Private Capital Management (Colorado)
Colorado
$229K +$576 +11 +0.3%
KLCM
1481
KG&L Capital Management
Louisiana
$229K +$212K +4,045 New
AP
1482
Arlington Partners
Alabama
$228K +$183K +3,488 +647%
TIM
1483
Triad Investment Management
California
$227K -$210 -4 -0.1%
AA
1484
Alta Advisers
United Kingdom
$227K – – –
CWA
1485
Clarus Wealth Advisors
Arizona
$226K +$209K +3,987 New
FBFS
1486
First Business Financial Services
Wisconsin
$226K – – –
JSL
1487
JT Stratford LLC
Georgia
$226K -$675K -12,879 -76%
LFAS
1488
Level Four Advisory Services
Texas
$224K +$207K +3,958 New
BS
1489
Banco Santander
Spain
$224K +$207K +3,955 New
GWM
1490
GSB Wealth Management
Connecticut
$222K +$206K +3,925 New
CAAS
1491
Capital Asset Advisory Services
Michigan
$222K +$199K +3,800 New
WW
1492
Westshore Wealth
California
$222K +$4.92K +94 +2%
HIIFS
1493
Harel Insurance Investments & Financial Services
Israel
$222K +$203K +3,880 New
PWM
1494
Prosperity Wealth Management
California
$222K -$125K -2,388 -38%
GD
1495
Grandfield & Dodd
New York
$220K – – –
GWM
1496
Gray Wealth Management
Maine
$220K +$203K +3,880 New
PWM
1497
Purus Wealth Management
California
$219K -$61.4K -1,172 -23%
SWM
1498
SFG Wealth Management
Maryland
$218K +$202K +3,850 New
FFG
1499
Fortem Financial Group
California
$218K +$201K +3,842 New
CRC
1500
Curi RMB Capital
Illinois
$218K -$29.9K -570 -13%
58 59
60
61 62