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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LIP
776
Lighthouse Investment Partners
Florida
$2.1M +$2.12M +28,368 New
IIC
777
Integrated Investment Consultants
Michigan
$2.1M -$5.68M -75,922 -73%
MCA
778
Martin Capital Advisors
Texas
$2.09M +$748 +10 +0%
BIM
779
Bridges Investment Management
Nebraska
$2.09M +$4.19K +56 +0.2%
XWM
780
Xcel Wealth Management
Florida
$2.09M -$74.8K -1,000 -3%
CTC
781
Cetera Trust Company
Minnesota
$2.08M +$13.1K +175 +0.6%
ATPW
782
Ashton Thomas Private Wealth
Arizona
$2.08M -$161K -2,155 -7%
AIM
783
Anchor Investment Management
South Carolina
$2.07M -$617K -8,251 -23%
VNA
784
Valley National Advisers
Pennsylvania
$2.07M -$166K -2,217 -7%
GC
785
Guggenheim Capital
Illinois
$2.06M -$3.84M -51,261 -65%
WC
786
Wynn Capital
Georgia
$2.05M +$22.1K +295 +1%
AWM
787
Avior Wealth Management
Nebraska
$2.04M -$160K -2,140 -7%
RPC
788
Rossmore Private Capital
Connecticut
$2.04M – – –
SWP
789
Strategic Wealth Partners
Ohio
$2.04M +$112K +1,497 +6%
3IP
790
3Chopt Investment Partners
Virginia
$2M -$177K -2,370 -8%
CF
791
Centaurus Financial
California
$1.99M +$113K +1,512 +6%
HSA
792
HBK Sorce Advisory
Pennsylvania
$1.98M +$34.6K +463 +2%
OIAM
793
OFI Invest Asset Management
France
$1.98M +$2.07M +27,683 New
QCM
794
QRG Capital Management
Illinois
$1.98M +$146K +1,954 +8%
PAM
795
Palisade Asset Management
Minnesota
$1.97M -$5.61K -75 -0.3%
HIMS
796
Hager Investment Management Services
New Hampshire
$1.96M +$1.98M +26,491 New
CP
797
CenterBook Partners
Connecticut
$1.96M +$572K +7,647 +41%
FPGT
798
Financial Partners Group (Tennessee)
Tennessee
$1.94M -$321K -4,294 -14%
IAS
799
Investment Advisory Services
Texas
$1.91M -$42.4K -567 -2%
SIC
800
Salem Investment Counselors
North Carolina
$1.91M -$30.5K -407 -2%
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