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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SSI
801
Scott & Selber Inc
Texas
$3.06M -$33.2K -350 -1%
FWM
802
Finer Wealth Management
Massachusetts
$3.06M +$6.17K +65 +0.2%
SWA
803
Strata Wealth Advisors
Texas
$3.04M – – –
KA
804
Kintegral Advisory
New York
$3.03M -$13.5K -142 -0.4%
TCPW
805
Twin City Private Wealth
North Carolina
$3.02M +$61.5K +648 +2%
DS
806
DRW Securities
Illinois
$3M -$3.52M -37,078 -54%
RIM
807
Rakuten Investment Management
Japan
$3M +$2.01M +21,177 New
GC
808
Grimes & Company
Massachusetts
$2.98M +$1.39M +14,649 +88%
CCM
809
Chaney Capital Management
Washington
$2.98M +$31K +327 +1%
MAA
810
Mraz Amerine & Associates
California
$2.97M – – –
CAMG
811
CWA Asset Management Group
Florida
$2.97M -$1.71K -18 -0.1%
RS
812
R Squared
Hong Kong
$2.95M +$1.7M +17,927 +138%
GRP
813
Global Retirement Partners
California
$2.94M +$11K +116 +0.4%
KF
814
Krilogy Financial
Missouri
$2.91M +$643K +6,771 +28%
CT
815
Coastline Trust
Rhode Island
$2.89M -$65.4K -689 -2%
LAM
816
LECAP Asset Management
United Kingdom
$2.89M +$756K +7,961 +36%
MAS
817
Meeder Advisory Services
Ohio
$2.88M +$277K +2,918 +11%
CIAS
818
Capital Investment Advisory Services
North Carolina
$2.88M -$44.2K -466 -2%
BFS
819
Bard Financial Services
Connecticut
$2.87M -$71.2K -750 -2%
ISB
820
Iowa State Bank
Iowa
$2.86M -$48.3K -509 -2%
S
821
SignatureFD
Georgia
$2.85M +$85.4K +900 +3%
VDI
822
Vaughan David Investments
Illinois
$2.85M -$306K -3,220 -10%
CAI
823
Capital Advisors Inc
Oklahoma
$2.85M -$475 -5 -0%
CPIG
824
Chicago Partners Investment Group
Illinois
$2.85M +$357K +3,757 +14%
MVA
825
Mount Vernon Associates
Maryland
$2.85M -$47.5K -500 -2%
31 32
33
34 35