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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
876
Advisornet Financial
Minnesota
$173K -$9.38K -175 -5%
SIAS
877
Shine Investment Advisory Services
Colorado
$171K – – –
AIM
878
ARK Investment Management
Florida
$164K +$78.7K +1,469 +88%
FCAG
879
First Capital Advisors Group
New Jersey
$154K +$158K +2,943 New
CG
880
Cutler Group
California
$152K -$58.1K -1,084 -27%
GLI
881
Guardian Life Insurance
New York
$144K -$59.3K -1,107 -29%
BWL
882
Bogart Wealth LLC
Virginia
$144K +$38.4K +716 +35%
OWA
883
One Wealth Advisors
California
$143K -$1.39K -26 -0.9%
ZB
884
Zions Bancorporation
Utah
$143K +$4.77K +89 +3%
PR
885
Payden & Rygel
California
$137K – – –
EA
886
Edge Advisors
Georgia
$135K -$4.72K -88 -3%
SIM
887
Sonora Investment Management
Arizona
$133K – – –
PCG
888
Private Capital Group
Connecticut
$131K -$10K -187 -7%
FBT
889
First Bank & Trust
South Dakota
$131K +$5.41K +101 +4%
WA
890
WealthTrust-Arizona
Arizona
$129K +$54 +1 +0%
LWM
891
Lenox Wealth Management
Ohio
$126K +$17.3K +323 +15%
AIM
892
Anchor Investment Management
South Carolina
$123K +$5.36K +100 +4%
WDL
893
Well Done LLC
Michigan
$118K +$121K +2,262 New
DBT
894
Dubuque Bank & Trust
Iowa
$116K +$1.29K +24 +1%
HFP
895
Holistic Financial Partners
Indiana
$116K +$4.72K +88 +4%
AC
896
Avestar Capital
New York
$110K +$27.8K +519 +27%
KF
897
Krilogy Financial
Missouri
$109K +$29.6K +553 +36%
SQA
898
Simon Quick Advisors
New Jersey
$109K +$60.7K +1,133 +119%
HFM
899
Hartford Financial Management
Connecticut
$108K – – –
LWA
900
Lenox Wealth Advisors
New York
$106K +$94.3K +1,759 +633%
34 35
36
37 38