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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MMC
801
Mizuho Markets Cayman
Cayman Islands
$1.51M +$517K +6,659 +58%
AI
802
AXS Investments
New York
$1.51M +$276K +3,552 +24%
SFA
803
Semmax Financial Advisors
North Carolina
$1.51M +$133K +1,712 +10%
HAM
804
Hedges Asset Management
Nevada
$1.5M – – –
VFA
805
Valeo Financial Advisors
Indiana
$1.49M -$64.8K -835 -4%
MCCP
806
Mission Creek Capital Partners
California
$1.48M +$6.99K +90 +0.5%
CCM
807
Coldstream Capital Management
Washington
$1.47M +$1.37M +17,607 New
GRP
808
Global Retirement Partners
California
$1.46M +$95K +1,224 +8%
PWW
809
Pettyjohn Wood & White
Virginia
$1.46M – – –
SIAG
810
Signet Investment Advisory Group
Rhode Island
$1.46M -$11.6K -150 -0.8%
CA
811
Continuum Advisory
Idaho
$1.46M +$6.36K +82 +0.5%
CPIG
812
Chicago Partners Investment Group
Illinois
$1.46M +$97.2K +1,252 +8%
NHC
813
Nicholas Hoffman & Company
Georgia
$1.45M +$39K +503 +3%
AIP
814
Ameritas Investment Partners
Nebraska
$1.45M -$19.4K -250 -1%
PCM
815
Poehling Capital Management
Wisconsin
$1.44M +$1.35M +17,349 New
PA
816
Profund Advisors
Maryland
$1.44M +$18.9K +243 +1%
FA
817
FDx Advisors
Illinois
$1.44M -$18.3K -236 -1%
AP
818
Americana Partners
Texas
$1.44M +$2.06M +26,490 +298%
DM
819
Delphi Management
Massachusetts
$1.43M +$1.34M +17,217 New
WP
820
WealthSource Partners
California
$1.43M +$73.7K +950 +6%
TAM
821
Trust Asset Management
Texas
$1.42M – – –
KLWA
822
Kelly Lawrence W & Associates
California
$1.42M – – –
GAM
823
Griffin Asset Management
New York
$1.41M -$7.76K -100 -0.6%
SCM
824
Silvant Capital Management
Georgia
$1.41M -$3.8K -49 -0.3%
MAM
825
McCarthy Asset Management
California
$1.41M – – –
31 32
33
34 35