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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TP
751
Tranquility Partners
Tennessee
$1.47M +$45.1K +558 +3%
PMG
752
ProVise Management Group
Florida
$1.46M +$529K +6,538 +61%
KLWA
753
Kelly Lawrence W & Associates
California
$1.45M – – –
TAM
754
Tealwood Asset Management
Minnesota
$1.45M +$1.4M +17,291 New
CG
755
Colony Group
Massachusetts
$1.44M -$4.77K -59 -0.3%
FFG
756
Frisch Financial Group
New York
$1.43M -$10.4K -129 -0.5%
PWA
757
Providence Wealth Advisors
Illinois
$1.42M – – –
MAM
758
McCarthy Asset Management
California
$1.42M – – –
ACG
759
Allen Capital Group
Nebraska
$1.42M +$94.5K +1,168 +7%
IA
760
IFG Advisory
Georgia
$1.42M -$14.7K -182 -1%
TC
761
Titleist Capital
Texas
$1.41M +$1.36M +16,809 New
SS
762
Simplicity Solutions
Minnesota
$1.41M +$757K +9,363 +126%
SFO
763
Stokes Family Office
Louisiana
$1.41M +$16.7K +207 +1%
NCM
764
Neumann Capital Management
California
$1.41M -$49.3K -609 -4%
S
765
Seeyond
France
$1.4M -$6.23K -77 -0.5%
GAM
766
Gemmer Asset Management
California
$1.4M -$101K -1,245 -7%
BCAM
767
Boston Common Asset Management
Massachusetts
$1.4M – – –
BCM
768
Brown Capital Management
Maryland
$1.36M +$275K +3,398 +27%
DIS
769
Diversified Investment Strategies
Louisiana
$1.35M -$12.2K -151 -0.9%
JFA
770
JNBA Financial Advisors
Minnesota
$1.35M – – –
FA
771
Faithward Advisors
Pennsylvania
$1.33M -$15.7K -194 -1%
ONB
772
Old National Bancorp
Indiana
$1.33M -$56.6K -700 -4%
GAM
773
Gotham Asset Management
New York
$1.32M -$233K -2,884 -15%
SFS
774
Sowell Financial Services
Arkansas
$1.32M +$103K +1,274 +9%
FA
775
FDx Advisors
Illinois
$1.32M +$193K +2,383 +18%
29 30
31
32 33