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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
801
Great Valley Advisor Group
Delaware
$2.28M -$288K -3,675 -11%
CCP
802
Carmel Capital Partners
California
$2.28M +$54.2K +690 +2%
CTC
803
Cetera Trust Company
Minnesota
$2.25M +$43.2K +550 +2%
HIMS
804
Hager Investment Management Services
New Hampshire
$2.24M +$170K +2,162 +8%
DW30
805
Drucker Wealth 3.0
New Jersey
$2.24M -$698K -8,895 -24%
XWM
806
Xcel Wealth Management
Florida
$2.21M – – –
BA
807
Bellwether Advisors
Nebraska
$2.2M +$1.83M +23,352 +490%
AA
808
Ancora Advisors
Ohio
$2.18M -$193K -2,458 -8%
IIC
809
Integrated Investment Consultants
Michigan
$2.18M -$42.1K -536 -2%
S
810
SignatureFD
Georgia
$2.18M +$187K +2,387 +9%
WC
811
Wynn Capital
Georgia
$2.17M +$7.46K +95 +0.3%
RPC
812
Rossmore Private Capital
Connecticut
$2.17M +$8.32K +106 +0.4%
MCA
813
Martin Capital Advisors
Texas
$2.15M -$62.8K -800 -3%
GI
814
GAMCO Investors
Connecticut
$2.14M +$143K +1,823 +7%
HSA
815
HBK Sorce Advisory
Pennsylvania
$2.13M +$29.4K +374 +1%
GI
816
GAMMA Investing
California
$2.12M +$469K +5,973 +28%
QCM
817
QRG Capital Management
Illinois
$2.12M +$29.4K +375 +1%
AF
818
Ally Financial
Michigan
$2.11M +$2.12M +27,000 New
CF
819
Centaurus Financial
California
$2.1M -$4.32K -55 -0.2%
BF
820
BOK Financial
Oklahoma
$2.1M +$619K +7,891 +42%
BFG
821
Bleakley Financial Group
New Jersey
$2.07M +$84.9K +1,082 +4%
CSP
822
Cary Street Partners
Virginia
$2.06M +$522K +6,648 +34%
CPIG
823
Chicago Partners Investment Group
Illinois
$2.04M -$7.3K -93 -0.4%
VNA
824
Valley National Advisers
Pennsylvania
$2.03M -$154K -1,957 -7%
CAM
825
Columbia Asset Management
Michigan
$2.03M +$31K +395 +2%
31 32
33
34 35