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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
876
Jeppson Wealth Management
California
$1.3M +$44.6K +679 +4%
GA
877
Greenhaven Associates
New York
$1.3M – – –
PFA
878
Professional Financial Advisors
Nebraska
$1.3M +$61K +928 +5%
GAG
879
GM Advisory Group
New York
$1.3M -$26.3K -400 -2%
FFN
880
Focus Financial Network
Minnesota
$1.29M -$67.5K -1,028 -5%
SEC
881
Seven Eight Capital
New York
$1.29M -$260K -3,959 -17%
ETC
882
Exchange Traded Concepts
Oklahoma
$1.28M +$573K +8,721 +79%
CCM
883
Coldstream Capital Management
Washington
$1.28M +$42.9K +653 +4%
NAS
884
Nicolet Advisory Services
Wisconsin
$1.28M +$307K +4,677 +30%
BCG
885
BayBridge Capital Group
California
$1.25M +$54.5K +830 +5%
VVP
886
Venture Visionary Partners
Ohio
$1.25M -$500K -7,610 -28%
IA
887
Inspire Advisors
Idaho
$1.24M +$29.7K +452 +2%
PCIA
888
Prime Capital Investment Advisors
Kansas
$1.23M -$5.17M -78,771 -81%
KF
889
Krilogy Financial
Missouri
$1.23M +$42.6K +648 +4%
AAM
890
Advisors Asset Management
Colorado
$1.22M -$64K -974 -5%
CP
891
CenterBook Partners
Connecticut
$1.22M -$2.35M -35,794 -66%
BCM
892
BlueMar Capital Management
Florida
$1.22M – – –
BOH
893
Bank of Hawaii
Hawaii
$1.2M -$26.1K -398 -2%
PWA
894
Providence Wealth Advisors
Illinois
$1.2M +$26.3K +400 +2%
CA
895
Commerzbank Aktiengesellschaft
Germany
$1.2M +$1M +15,264 +471%
WA
896
Wealth Alliance
New York
$1.2M -$9.26K -141 -0.8%
SAG
897
SageView Advisory Group
California
$1.2M -$411K -6,255 -25%
FDS
898
First Dallas Securities
Texas
$1.2M -$364K -5,538 -23%
BWAM
899
Boyd Watterson Asset Management
Ohio
$1.2M +$298K +4,534 +33%
TAM
900
Trust Asset Management
Texas
$1.2M – – –
34 35
36
37 38