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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
1476
Financial Advocates Investment Management
Washington
$286K -$22.4K -340 -8%
BAM
1477
Boyar Asset Management
New York
$286K -$105K -1,598 -29%
VST
1478
Van Strum & Towne
California
$286K – – –
PCS
1479
Private Client Services
Kentucky
$284K -$10.1K -153 -4%
LWM
1480
LongView Wealth Management
Georgia
$284K +$527 +8 +0.2%
CC
1481
Callan Capital
California
$282K +$3.16K +48 +1%
WW
1482
Westshore Wealth
California
$281K -$1.98K -30 -0.8%
KFC
1483
Klingenstein Fields & Co
New York
$281K -$1.12K -17 -0.4%
P
1484
&Partners
Tennessee
$281K +$256K +3,883 New
RBC
1485
Romano Brothers & Co
Illinois
$280K – – –
SIM
1486
Studio Investment Management
Illinois
$278K +$23.8K +362 +10%
KA
1487
Klingman & Associates
New York
$277K +$461 +7 +0.2%
OL
1488
OneFund LLC
Florida
$277K -$6.98K -106 -3%
YL
1489
YCG LLC
Texas
$277K – – –
AIFAIM
1490
American Institute for Advanced Investment Management
Arizona
$277K – – –
OC
1491
Oarsman Capital
Wisconsin
$276K +$7.31K +111 +3%
PF
1492
Prosperitas Financial
California
$276K -$34.8K -528 -12%
CWM
1493
Centric Wealth Management
Illinois
$276K +$922 +14 +0.4%
FHA
1494
First Horizon Advisors
Tennessee
$275K +$37.1K +563 +17%
SPA
1495
Sherbrooke Park Advisers
New York
$275K +$250K +3,795 New
NFP
1496
Narus Financial Partners
Utah
$273K -$3.03K -46 -1%
MFGM
1497
Marshall Financial Group (Maryland)
Maryland
$273K +$32.9K +500 +15%
NEI
1498
Northwest & Ethical Investments
Ontario, Canada
$271K +$247K +3,750 New
OCG
1499
Opus Capital Group
Ohio
$271K +$922 +14 +0.4%
RPCONE
1500
Retirement Planning Company of New England
Rhode Island
$270K -$424K -6,433 -63%
58 59
60
61 62