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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HHAA
901
Henry H. Armstrong Associates
Pennsylvania
$1.42M – – –
BOH
902
Bank of Hawaii
Hawaii
$1.41M -$6.13K -93 -0.5%
BCM
903
Buckhead Capital Management
Georgia
$1.41M +$131K +1,994 +11%
PA
904
PFG Advisors
Arizona
$1.41M -$195K -2,956 -13%
WA
905
Wealth Alliance
New York
$1.41M -$37.1K -564 -3%
LNC
906
Lincoln National Corp
Pennsylvania
$1.4M +$72.4K +1,099 +6%
JLBC
907
J.L. Bainbridge & Co
Florida
$1.39M – – –
ZIG
908
Zullo Investment Group
Pennsylvania
$1.39M +$16.4K +249 +1%
GAA
909
Guardian Asset Advisors
Pennsylvania
$1.38M +$24.8K +376 +2%
SWM
910
Spire Wealth Management
Virginia
$1.37M -$40K -607 -3%
BCM
911
Birmingham Capital Management
Alabama
$1.37M -$98.8K -1,500 -7%
MIM
912
Morningstar Investment Management
Illinois
$1.37M – – –
RP
913
Riverwater Partners
Wisconsin
$1.36M -$45.5K -691 -4%
IWC
914
Integrated Wealth Concepts
Massachusetts
$1.36M +$221K +3,354 +22%
IAS
915
Insigneo Advisory Services
Florida
$1.36M -$54.4K -826 -4%
CGA
916
Crescent Grove Advisors
Illinois
$1.36M -$52.7K -800 -4%
PFA
917
Professional Financial Advisors
Nebraska
$1.35M +$135K +2,046 +12%
FNBT
918
FineMark National Bank & Trust
Florida
$1.35M -$817K -12,413 -40%
EF
919
Empowered Funds
Pennsylvania
$1.35M -$440K -6,684 -26%
IA
920
Inspire Advisors
Idaho
$1.35M +$86.7K +1,316 +8%
BCG
921
BayBridge Capital Group
California
$1.35M +$51.3K +779 +4%
BWP
922
Balboa Wealth Partners
Arizona
$1.35M +$4.35K +66 +0.4%
AI
923
AXS Investments
New York
$1.34M -$124K -1,884 -9%
TAM
924
Trust Asset Management
Texas
$1.34M -$9.81K -149 -0.8%
TP
925
Tranquility Partners
Tennessee
$1.33M -$76.7K -1,165 -6%
35 36
37
38 39