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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
851
Martin Capital Advisors
Texas
$2.59M – – –
VDI
852
Vaughan David Investments
Illinois
$2.59M – – –
MVA
853
Mount Vernon Associates
Maryland
$2.58M -$164K -1,800 -6%
CC
854
Cypress Capital
Tennessee
$2.58M -$71.7K -786 -3%
VFA
855
Valeo Financial Advisors
Indiana
$2.58M -$37.1K -407 -1%
GI
856
GS Investments
Minnesota
$2.56M -$893K -9,787 -26%
GRP
857
Global Retirement Partners
California
$2.54M +$2.51M +27,556 New
RC
858
Roundview Capital
New Jersey
$2.53M -$1.14M -12,505 -31%
GBA
859
Garrison Bradford & Associates
New York
$2.52M – – –
FTWA
860
Fifth Third Wealth Advisors
Ohio
$2.52M -$139K -1,520 -5%
CTC
861
Cetera Trust Company
Minnesota
$2.52M -$2.28K -25 -0.1%
HCCM
862
Hudson Canyon Capital Management
New York
$2.5M -$83.3K -913 -3%
GSWM
863
Greenup Street Wealth Management
Michigan
$2.5M -$1.15M -12,648 -32%
RWA
864
Roberts Wealth Advisors
California
$2.5M +$65.8K +721 +3%
HSA
865
HBK Sorce Advisory
Pennsylvania
$2.5M -$9.85K -108 -0.5%
KA
866
Kozak & Associates
Colorado
$2.48M -$161K -1,762 -6%
CCWM
867
Correct Capital Wealth Management
Missouri
$2.48M -$127K -1,398 -5%
LAM
868
L2 Asset Management
Massachusetts
$2.47M -$132K -1,452 -5%
AWP
869
Ascent Wealth Partners
New York
$2.45M +$86.4K +947 +4%
BP
870
Ballentine Partners
Massachusetts
$2.44M -$7.75K -85 -0.3%
CT
871
Coastline Trust
Rhode Island
$2.44M -$7.02K -77 -0.3%
IGAM
872
iA Global Asset Management
Quebec, Canada
$2.44M -$7.59M -83,277 -76%
ASN
873
Advisory Services Network
Georgia
$2.41M -$141K -1,541 -6%
IAS
874
Insigneo Advisory Services
Florida
$2.4M +$665K +7,289 +39%
LFM
875
LGT Fund Management
Liechtenstein
$2.39M -$277K -3,037 -10%
33 34
35
36 37