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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
801
Platform Technology Partners
New York
$1.16M -$1.46K -18 -0.1%
SIA
802
Schechter Investment Advisors
Michigan
$1.16M +$1.12M +13,796 New
PWW
803
Pettyjohn Wood & White
Virginia
$1.14M -$145K -1,794 -12%
CCA
804
Checchi Capital Advisers
California
$1.14M +$30.3K +375 +3%
TAM
805
Trust Asset Management
Texas
$1.13M – – –
EWM
806
Evermay Wealth Management
Virginia
$1.13M +$663K +8,197 +157%
KFP
807
KB Financial Partners
New Jersey
$1.12M +$425K +5,258 +65%
CGL
808
Clarius Group LLC
Washington
$1.12M +$45.9K +568 +4%
KFS
809
Kaizen Financial Strategies
California
$1.11M -$96.7K -1,195 -8%
MGP
810
Metis Global Partners
California
$1.11M +$1.06M +13,148 New
CAI
811
Capital Advisors Inc
Oklahoma
$1.1M +$20.3K +251 +2%
CIA
812
Cascade Investment Advisors
Oregon
$1.1M -$34K -420 -3%
LSAG
813
Lake Street Advisors Group
New Hampshire
$1.1M +$10.8K +133 +1%
MMA
814
Miracle Mile Advisors
California
$1.09M +$526K +6,502 +100%
OQS
815
Occudo Quantitative Strategies
Florida
$1.09M -$34.1K -421 -3%
AWM
816
Avior Wealth Management
Nebraska
$1.09M -$86.1K -1,065 -8%
SLF
817
Sun Life Financial
Ontario, Canada
$1.08M +$56.8K +702 +6%
BP
818
Ballentine Partners
Massachusetts
$1.08M +$226K +2,800 +28%
GBT
819
Grove Bank & Trust
Florida
$1.08M – – –
HWA
820
HCR Wealth Advisors
California
$1.08M -$56.9K -703 -5%
FFM
821
Forum Financial Management
Illinois
$1.07M +$1.03M +12,731 New
LS
822
Livforsakringsbolaget Skandia
Sweden
$1.06M -$526K -6,500 -34%
WFA
823
West Financial Advisors
Iowa
$1.06M – – –
SFA
824
Semmax Financial Advisors
North Carolina
$1.06M -$269K -3,324 -21%
BWA
825
Bordeaux Wealth Advisors
California
$1.05M +$1.01M +12,531 New
31 32
33
34 35