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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IAMOG
1501
Investors Asset Management of Georgia
Georgia
$326K -$46.9K -597 -13%
VCM
1502
Versant Capital Management
Arizona
$325K +$206K +2,622 +171%
TAM
1503
Trillium Asset Management
Massachusetts
$325K – – –
WF
1504
Welch & Forbes
Massachusetts
$321K -$35.3K -450 -10%
DWA
1505
Douglass Winthrop Advisors
New York
$321K – – –
CA
1506
CoreCap Advisors
Michigan
$321K -$108K -1,372 -25%
TCOTS
1507
Trust Company of the South
North Carolina
$320K – – –
HTHT
1508
Hemenway Trust Hemenway Trust
New Hampshire
$320K +$321K +4,085 New
OPWM
1509
Oxinas Partners Wealth Management
Indiana
$320K +$157 +2 +0%
RPCONE
1510
Retirement Planning Company of New England
Rhode Island
$319K +$16.8K +214 +6%
WA
1511
Waddell & Associates
Tennessee
$319K -$4.24K -54 -1%
EL
1512
Essex LLC
Illinois
$317K – – –
FA
1513
Fiduciary Alliance
South Carolina
$316K -$9.97K -127 -3%
SB
1514
Strategic Blueprint
Georgia
$315K -$317K -4,038 -50%
LTI
1515
Laffer Tengler Investments
Tennessee
$315K – – –
OC
1516
Oarsman Capital
Wisconsin
$312K -$47.2K -601 -13%
RBC
1517
Romano Brothers & Co
Illinois
$311K – – –
SMH
1518
Sanders Morris Harris
Texas
$311K – – –
SIM
1519
Studio Investment Management
Illinois
$310K -$8.55K -109 -3%
ASG
1520
Ariston Services Group
California
$310K – – –
EP
1521
Edgestream Partners
New Jersey
$309K -$1.28M -16,272 -80%
OL
1522
OneFund LLC
Florida
$309K -$392 -5 -0.1%
BAM
1523
Boyar Asset Management
New York
$309K – – –
VST
1524
Van Strum & Towne
California
$309K – – –
NRW
1525
Nova R Wealth
Kansas
$308K – – –
59 60
61
62 63