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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
626
SFMG Wealth Advisors
Texas
$2.82M +$209K +3,994 +9%
SLWA
627
San Luis Wealth Advisors
California
$2.82M +$2.62M +49,985 New
GIA
628
Gladstone Institutional Advisory
Florida
$2.82M +$1.72M +32,890 +195%
GCP
629
Gill Capital Partners
Colorado
$2.82M – – –
HWM
630
Hohimer Wealth Management
Washington
$2.79M -$79.2K -1,512 -3%
DILIC
631
Dai-ichi Life Insurance Company
Japan
$2.78M -$943K -18,000 -27%
MCC
632
Malaga Cove Capital
California
$2.78M +$16.3K +312 +0.6%
SF
633
Synovus Financial
Georgia
$2.77M +$1.53M +29,168 +148%
HIP
634
HUB Investment Partners
Texas
$2.76M +$433K +8,267 +20%
SCA
635
Stonebridge Capital Advisors
Minnesota
$2.75M -$86.9K -1,659 -3%
PA
636
PFG Advisors
Arizona
$2.75M +$106K +2,029 +4%
SCM
637
SOL Capital Management
Maryland
$2.75M +$347K +6,623 +16%
TCPG
638
Trivant Custom Portfolio Group
California
$2.74M +$355K +6,771 +16%
API
639
Advisor Partners II
California
$2.74M +$966K +18,438 +62%
GGI
640
GPM Growth Investors
Michigan
$2.7M -$10.8K -207 -0.4%
ATIA
641
American Trust Investment Advisors
New Hampshire
$2.7M +$35.4K +675 +1%
V
642
Veritable
Delaware
$2.7M -$380K -7,262 -13%
CWA
643
Canvas Wealth Advisors
Kansas
$2.66M -$335K -6,396 -14%
BFG
644
Bleakley Financial Group
New Jersey
$2.66M +$1.2M +22,953 +96%
SIM
645
Sterling Investment Management
Arizona
$2.66M -$4.56K -87 -0.2%
MAA
646
Mraz Amerine & Associates
California
$2.66M – – –
NMIMC
647
Northwestern Mutual Investment Management Company
Wisconsin
$2.66M -$56K -1,070 -2%
BBI
648
Baxter Bros Inc
Connecticut
$2.65M -$22.6K -431 -0.9%
CTA
649
Colonial Trust Advisors
South Carolina
$2.65M +$118K +2,244 +5%
SWP
650
Stratos Wealth Partners
Ohio
$2.65M +$597K +11,396 +32%
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