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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DLA
626
Douglas Lane & Associates
New York
$783K -$979K -27,338 -54%
LIA
627
LS Investment Advisors
Michigan
$780K +$4.94K +138 +0.6%
RC
628
Roundview Capital
New Jersey
$774K -$133K -3,726 -14%
AWM
629
Avior Wealth Management
Nebraska
$771K -$142K -3,962 -15%
SWP
630
Stratos Wealth Partners
Ohio
$770K +$71.4K +1,993 +10%
RWA
631
Ropes Wealth Advisors
Massachusetts
$763K +$810K +22,601 New
SM
632
SG3 Management
Puerto Rico
$759K +$806K +22,500 New
SFS
633
Sowell Financial Services
Arkansas
$756K -$581K -16,231 -42%
FCH
634
Freestone Capital Holdings
Washington
$750K -$299K -8,355 -27%
GCP
635
GSA Capital Partners
United Kingdom
$742K +$788K +21,992 New
LCM
636
Leisure Capital Management
California
$737K -$122K -3,403 -13%
RFC
637
Regions Financial Corp
Alabama
$730K +$22.1K +616 +3%
BCM
638
Brown Capital Management
Maryland
$726K -$23K -643 -3%
BPCA
639
Bank Pictet & Cie (Asia)
Singapore
$718K – – –
GJIC
640
Gamble Jones Investment Counsel
California
$716K -$11.4K -319 -1%
NGA
641
Naples Global Advisors
Florida
$711K +$12.2K +340 +2%
CCP
642
Corient Capital Partners
California
$710K -$91.6K -2,558 -11%
ANRIA
643
American National Registered Investment Advisor
Texas
$709K – – –
PP
644
PDT Partners
New York
$705K +$748K +20,888 New
FCI
645
Financial Counselors Inc
Kansas
$704K +$401K +11,189 +116%
WKWM
646
Walter & Keenan Wealth Management
Indiana
$703K +$745K +20,800 New
WA
647
Wealth Alliance
New York
$697K +$170K +4,749 +30%
AP
648
Advisor Partners
California
$682K -$35.3K -985 -5%
GCMG
649
Gyroscope Capital Management Group
Florida
$679K +$56.6K +1,581 +9%
CP
650
Cumberland Partners
Ontario, Canada
$675K – – –
24 25
26
27 28