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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1901
Silverlake Wealth Management
Vermont
$225K +$182 +2 +0.1%
DWA
1902
Douglass Winthrop Advisors
New York
$224K – – –
NMC
1903
Nine Masts Capital
Hong Kong
$224K +$124K +1,365 +129%
VAG
1904
VisionPoint Advisory Group
Texas
$222K +$2.01K +22 +0.9%
SYBT
1905
Stock Yards Bank & Trust
Kentucky
$222K +$5.93K +65 +3%
MC
1906
Marest Capital
California
$221K +$219K +2,398 New
BBP
1907
Banco BTG Pactual
Brazil
$221K +$219K +2,397 New
SCP
1908
Stevens Capital Partners
Nebraska
$221K +$219K +2,397 New
MM
1909
MQS Management
New York
$221K +$218K +2,395 New
ZIC
1910
ZWJ Investment Counsel
Georgia
$220K +$91 +1 +0%
SWM
1911
Segment Wealth Management
Texas
$219K -$8.03K -88 -4%
PHWM
1912
Pine Harbor Wealth Management
Maryland
$218K – – –
GKIM
1913
GW&K Investment Management
Massachusetts
$218K -$21.5K -236 -9%
LWM
1914
Liberty Wealth Management
California
$218K – – –
CG
1915
Corundum Group
Colorado
$218K +$16.9K +185 +9%
CIS
1916
Capital International Sarl
California
$218K -$22.7K -249 -10%
SFG
1917
Sather Financial Group
Texas
$217K -$60.8K -667 -22%
CCIA
1918
Cherry Creek Investment Advisors
Colorado
$217K +$274 +3 +0.1%
MCM
1919
Manchester Capital Management
Vermont
$216K -$12.8K -140 -6%
SDWMA
1920
Schneider Downs Wealth Management Advisors
Pennsylvania
$216K +$3.74K +41 +2%
MAM
1921
McLean Asset Management
Virginia
$216K +$187K +2,050 New
WWM
1922
Whalen Wealth Management
Nevada
$215K +$212K +2,329 New
JMA
1923
J.M. Arbour
Maine
$214K +$1.82K +20 +0.9%
CPA
1924
Cardiff Park Advisors
California
$214K +$274 +3 +0.1%
LWM
1925
LeConte Wealth Management
Tennessee
$213K +$6.93K +76 +3%
75 76
77
78 79