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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
VST
1476
Van Strum & Towne
California
$286K – – –
PCS
1477
Private Client Services
Kentucky
$284K -$10.1K -153 -4%
LWM
1478
LongView Wealth Management
Georgia
$284K +$527 +8 +0.2%
CC
1479
Callan Capital
California
$282K +$3.16K +48 +1%
WW
1480
Westshore Wealth
California
$281K -$1.98K -30 -0.8%
KFC
1481
Klingenstein Fields & Co
New York
$281K -$1.12K -17 -0.4%
P
1482
&Partners
Tennessee
$281K +$256K +3,883 New
RBC
1483
Romano Brothers & Co
Illinois
$280K – – –
SIM
1484
Studio Investment Management
Illinois
$278K +$23.8K +362 +10%
KA
1485
Klingman & Associates
New York
$277K +$461 +7 +0.2%
OL
1486
OneFund LLC
Florida
$277K -$6.98K -106 -3%
YL
1487
YCG LLC
Texas
$277K – – –
AIFAIM
1488
American Institute for Advanced Investment Management
Arizona
$277K – – –
OC
1489
Oarsman Capital
Wisconsin
$276K +$7.31K +111 +3%
PF
1490
Prosperitas Financial
California
$276K -$34.8K -528 -12%
CWM
1491
Centric Wealth Management
Illinois
$276K +$922 +14 +0.4%
FHA
1492
First Horizon Advisors
Tennessee
$275K +$37.1K +563 +17%
SPA
1493
Sherbrooke Park Advisers
New York
$275K +$250K +3,795 New
NFP
1494
Narus Financial Partners
Utah
$273K -$3.03K -46 -1%
MFGM
1495
Marshall Financial Group (Maryland)
Maryland
$273K +$32.9K +500 +15%
NEI
1496
Northwest & Ethical Investments
Ontario, Canada
$271K +$247K +3,750 New
OCG
1497
Opus Capital Group
Ohio
$271K +$922 +14 +0.4%
RPCONE
1498
Retirement Planning Company of New England
Rhode Island
$270K -$424K -6,433 -63%
HTIM
1499
Harbour Trust & Investment Management
Indiana
$270K -$65.9K -1,000 -21%
BMMM
1500
Boston Mountain Money Management
Arkansas
$268K +$244K +3,708 New
58 59
60
61 62