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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
776
Bartlett & Co Wealth Management
Ohio
$1.66M -$48.4K -925 -3%
BC
777
Bartlett & Co
Ohio
$1.66M -$48.4K -925 -3%
OAM
778
Occidental Asset Management
California
$1.64M +$448K +8,547 +42%
WOC
779
West Oak Capital
California
$1.63M +$5.24K +100 +0.3%
NAM
780
NorthCrest Asset Manangement
Minnesota
$1.63M +$441K +8,417 +41%
CPIG
781
Chicago Partners Investment Group
Illinois
$1.62M -$7.44K -142 -0.6%
DCM
782
Davidson Capital Management
Texas
$1.62M +$493K +9,418 +49%
CAI
783
Capital Advisors Inc
Oklahoma
$1.62M +$8.48K +162 +0.6%
MJB
784
Mark J. Bradley
$1.61M +$1.48M +28,340 New
PFT
785
Providence First Trust
Arizona
$1.6M -$59.9K -1,143 -4%
ACS
786
Archford Capital Strategies
Illinois
$1.59M +$58.2K +1,112 +5%
IA
787
IFP Advisors
Florida
$1.59M +$347K +6,621 +31%
EIP
788
Epoch Investment Partners
New York
$1.58M +$139K +2,653 +10%
RCM
789
Riverpark Capital Management
New York
$1.58M – – –
EWA
790
EP Wealth Advisors
California
$1.57M -$1.25M -23,804 -50%
TCM
791
Tandem Capital Management
New Jersey
$1.56M +$603K +11,504 +71%
GT
792
Greenleaf Trust
Michigan
$1.56M -$35K -669 -2%
MCA
793
Martin Capital Advisors
Texas
$1.55M +$19.9K +379 +1%
GBA
794
Garrison Bradford & Associates
New York
$1.55M +$165K +3,155 +13%
PWP
795
Private Wealth Partners
California
$1.54M +$733 +14 +0.1%
UWM
796
Udine Wealth Management
Florida
$1.54M +$142K +2,709 +11%
AAS
797
Avantax Advisory Services
Texas
$1.53M +$649K +12,397 +85%
FFG
798
Frisch Financial Group
New York
$1.53M -$4.35K -83 -0.3%
WP
799
Waycross Partners
Kentucky
$1.52M +$1.4M +26,800 New
CA
800
Cornerstone Advisory
Maryland
$1.52M +$67.6K +1,290 +5%
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