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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
901
Kore Private Wealth
New York
$122K +$77K +1,835 +102%
SLF
902
Sun Life Financial
Ontario, Canada
$121K +$46.2K +1,100 +44%
QAM
903
QCI Asset Management
New York
$119K +$118K +2,800 +372%
CFA
904
Carroll Financial Associates
North Carolina
$117K -$152K -3,621 -51%
SMFS
905
Squar Milner Financial Services
California
$116K -$16K -382 -10%
VFA
906
Valeo Financial Advisors
Indiana
$115K -$67.2K -1,601 -34%
IBOK
907
Independence Bank of Kentucky
Kentucky
$114K – – –
AIS
908
Accurate Investment Solutions
Pennsylvania
$113K +$141K +3,355 New
FANJ
909
Financial Architects (New Jersey)
New Jersey
$112K -$8.39K -200 -6%
PFO
910
Pathstone Family Office
New Jersey
$110K -$12.9K -307 -9%
FBT
911
First Bank & Trust
South Dakota
$108K -$2.56K -61 -2%
SBSB
912
Sullivan, Bruyette, Speros & Blaney
Virginia
$107K -$160K -3,812 -55%
SIM
913
Sonora Investment Management
Arizona
$107K – – –
PCG
914
Private Capital Group
Connecticut
$99K -$65.6K -1,564 -35%
FEG
915
Financial Enhancement Group
Indiana
$95K +$19.1K +454 +19%
AIM
916
Anchor Investment Management
South Carolina
$92.5K – – –
PR
917
Payden & Rygel
California
$89K – – –
PRC
918
Pearl River Capital
Michigan
$88K -$388K -9,248 -78%
IAS
919
IMA Advisory Services
Colorado
$85K -$3.73K -89 -3%
MF
920
Manchester Financial
California
$77K +$9.02K +215 +10%
LWM
921
Lenox Wealth Management
Ohio
$77K +$45.9K +1,094 +91%
FHA
922
First Horizon Advisors
Tennessee
$71K -$1.22K -29 -1%
FCM
923
Firestone Capital Management
Florida
$67K +$10.5K +250 +14%
TF
924
TimeScale Financial
Massachusetts
$67K +$83.9K +2,000 New
PB
925
Pinnacle Bancorp
Nebraska
$66K +$34.2K +816 +71%
35 36
37
38 39