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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
JSSH
1501
J. Safra Sarasin Holding
$328K +$95.4K +1,215 +41%
LFAS
1502
Level Four Advisory Services
Texas
$326K +$11.3K +144 +4%
IAMOG
1503
Investors Asset Management of Georgia
Georgia
$326K -$46.9K -597 -13%
VCM
1504
Versant Capital Management
Arizona
$325K +$206K +2,622 +171%
TAM
1505
Trillium Asset Management
Massachusetts
$325K – – –
WF
1506
Welch & Forbes
Massachusetts
$321K -$35.3K -450 -10%
DWA
1507
Douglass Winthrop Advisors
New York
$321K – – –
CA
1508
CoreCap Advisors
Michigan
$321K -$108K -1,372 -25%
TCOTS
1509
Trust Company of the South
North Carolina
$320K – – –
HTHT
1510
Hemenway Trust Hemenway Trust
New Hampshire
$320K +$321K +4,085 New
OPWM
1511
Oxinas Partners Wealth Management
Indiana
$320K +$157 +2 +0%
RPCONE
1512
Retirement Planning Company of New England
Rhode Island
$319K +$16.8K +214 +6%
WA
1513
Waddell & Associates
Tennessee
$319K -$4.24K -54 -1%
EL
1514
Essex LLC
Illinois
$317K – – –
FA
1515
Fiduciary Alliance
South Carolina
$316K -$9.97K -127 -3%
SB
1516
Strategic Blueprint
Georgia
$315K -$317K -4,038 -50%
LTI
1517
Laffer Tengler Investments
Tennessee
$315K – – –
OC
1518
Oarsman Capital
Wisconsin
$312K -$47.2K -601 -13%
RBC
1519
Romano Brothers & Co
Illinois
$311K – – –
SMH
1520
Sanders Morris Harris
Texas
$311K – – –
SIM
1521
Studio Investment Management
Illinois
$310K -$8.55K -109 -3%
ASG
1522
Ariston Services Group
California
$310K – – –
EP
1523
Edgestream Partners
New Jersey
$309K -$1.28M -16,272 -80%
OL
1524
OneFund LLC
Florida
$309K -$392 -5 -0.1%
BAM
1525
Boyar Asset Management
New York
$309K – – –
59 60
61
62 63