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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
776
Mount Yale Investment Advisors
Colorado
$3.23M -$585K -6,419 -15%
AF
777
Ally Financial
Michigan
$3.23M +$1.73M +19,000 +119%
RCA
778
Resonant Capital Advisors
Wisconsin
$3.2M -$93.5K -1,025 -3%
SAW
779
Signal Advisors Wealth
Michigan
$3.18M +$686K +7,519 +28%
TCPW
780
Twin City Private Wealth
North Carolina
$3.18M +$24.1K +264 +0.8%
CIA
781
Cascade Investment Advisors
Oregon
$3.18M +$49.7K +545 +2%
AT
782
American Trust
Kentucky
$3.16M -$289K -3,170 -8%
BCB
783
Brian C. Broderick
$3.15M +$264K +2,890 +9%
FAP
784
Financial Advisory Partners
Florida
$3.13M -$12.3K -135 -0.4%
LCM
785
LRT Capital Management
Texas
$3.11M +$1.27M +13,880 +70%
FDP
786
Financiere des Professionnels
Quebec, Canada
$3.11M – – –
WB
787
Webster Bank
Connecticut
$3.09M -$131K -1,441 -4%
MAS
788
Meeder Advisory Services
Ohio
$3.08M -$57.2K -627 -2%
AM
789
AGF Management
Ontario, Canada
$3.08M +$3.04M +33,386 New
CWM
790
Chemistry Wealth Management
New York
$3.07M -$16.7K -183 -0.5%
PCIG
791
Partners Capital Investment Group
Massachusetts
$3.04M -$513K -5,628 -15%
CWA
792
Crux Wealth Advisors
California
$3.04M -$104K -1,137 -3%
CIA
793
Choate Investment Advisors
Massachusetts
$3.04M -$103K -1,128 -3%
LC
794
Lakehouse Capital
Australia
$3.04M – – –
MK
795
MASTERINVEST Kapitalanlage
$3.02M +$541K +5,934 +22%
HA
796
Harfst & Associates
Wyoming
$3.02M +$69.3K +760 +2%
FWM
797
Finer Wealth Management
Massachusetts
$3.01M +$22.4K +246 +0.8%
DCM
798
Decatur Capital Management
Georgia
$2.99M +$2.96M +32,459 New
CAMG
799
CWA Asset Management Group
Florida
$2.97M -$87.4K -958 -3%
OIA
800
Oakmont Investment Advisors
Pennsylvania
$2.96M +$2.93M +32,113 New
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