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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
1501
Curi RMB Capital
Illinois
$218K -$29.9K -570 -13%
FHA
1502
First Horizon Advisors
Tennessee
$218K +$35.5K +677 +21%
TA
1503
Trellis Advisors
Washington
$217K +$367 +7 +0.2%
DIA
1504
Dana Investment Advisors
Wisconsin
$216K +$200K +3,819 New
LD
1505
Lipe & Dalton
New York
$215K +$199K +3,800 New
HCM
1506
Hollencrest Capital Management
California
$215K +$1.41K +27 +0.7%
SIC
1507
Sigma Investment Counselors
Michigan
$214K -$55.3K -1,055 -22%
CWM
1508
Centric Wealth Management
Illinois
$213K +$193K +3,685 New
CBFP
1509
Cedar Brook Financial Partners
Ohio
$211K +$195K +3,725 New
AF
1510
Apexium Financial
Texas
$210K +$194K +3,711 New
CFO
1511
Callan Family Office
Pennsylvania
$210K -$1.41M -26,896 -88%
KFC
1512
Klingenstein Fields & Co
New York
$210K +$194K +3,707 New
OCG
1513
Opus Capital Group
Ohio
$210K +$194K +3,708 New
CCM
1514
Chiron Capital Management
Florida
$210K -$10.5K -200 -5%
QFA
1515
Quantum Financial Advisors
California
$210K +$194K +3,700 New
UIA
1516
Ulland Investment Advisors
Minnesota
$209K +$61.3K +1,170 +46%
BIAS
1517
Beacon Investment Advisory Services
New Jersey
$208K +$192K +3,671 New
FCP
1518
Fidelis Capital Partners
Florida
$208K +$192K +3,665 New
CCWM
1519
Cassaday & Co Wealth Management
Virginia
$208K +$192K +3,665 New
KA
1520
Klingman & Associates
New York
$208K +$192K +3,661 New
CK
1521
Cohen Klingenstein
New York
$207K +$192K +3,660 New
PCP
1522
Proficio Capital Partners
Massachusetts
$207K -$107K -2,043 -36%
SFA
1523
Source Financial Advisors
New York
$206K +$190K +3,630 New
CCFM
1524
Clear Creek Financial Management
Washington
$205K +$190K +3,620 New
TF
1525
Trek Financial
Arizona
$205K +$190K +3,618 New
59 60
61
62 63