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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
826
U.S. Capital Wealth Advisors
Texas
$1.13M -$31.4K -453 -3%
JFA
827
JNBA Financial Advisors
Minnesota
$1.13M -$12.8K -185 -1%
CAG
828
Csenge Advisory Group
Florida
$1.12M +$29.1K +419 +3%
WEG
829
World Equity Group
Illinois
$1.12M +$108K +1,555 +11%
DWM
830
Destination Wealth Management
California
$1.12M -$153K -2,197 -12%
FIM
831
Fruth Investment Management
Texas
$1.12M – – –
NCM
832
Neumann Capital Management
California
$1.1M -$66K -950 -6%
UCFA
833
United Capital Financial Advisors
Texas
$1.1M -$65.3K -941 -6%
BP
834
Ballentine Partners
Massachusetts
$1.1M +$148K +2,130 +16%
FFS
835
Founders Financial Securities
Maryland
$1.09M +$833 +12 +0.1%
CCP
836
Carmel Capital Partners
California
$1.09M +$35.1K +506 +3%
WS
837
Wedbush Securities
California
$1.08M +$233K +3,363 +29%
HCM
838
Hall Capital Management
Rhode Island
$1.08M +$178K +2,562 +20%
CGL
839
Clarius Group LLC
Washington
$1.07M +$14.2K +205 +1%
FMAEN1
840
Fund Management at Engine No 1
California
$1.05M -$37.9K -546 -4%
RA
841
Royce & Associates
New York
$1.05M – – –
DCM
842
Difesa Capital Management
New York
$1.05M +$670K +9,650 +193%
AI
843
AXS Investments
New York
$1.05M -$36K -518 -3%
KF
844
Krilogy Financial
Missouri
$1.05M -$6.67K -96 -0.7%
CNWM
845
Clay Northam Wealth Management
California
$1.05M +$1.8K +26 +0.2%
UCI
846
Uncommon Cents Investing
Wisconsin
$1.05M – – –
MJRIC
847
Mogy Joel R Investment Counsel
California
$1.03M – – –
QCG
848
Quadrant Capital Group
Ohio
$1.03M +$112K +1,615 +13%
WHCI
849
W.H. Cornerstone Investments
Massachusetts
$1.03M +$995K +14,334 New
DWM
850
Dakota Wealth Management
Florida
$1.02M +$987K +14,219 New
32 33
34
35 36