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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
KJWM
926
Kiley Juergens Wealth Management
Washington
$749K -$13.6K -196 -2%
GBT
927
Grove Bank & Trust
Florida
$749K – – –
TC
928
TownSquare Capital
Utah
$748K +$73.4K +1,057 +11%
MFG
929
Monte Financial Group
Connecticut
$747K +$11.5K +165 +2%
GT
930
Glenview Trust
Kentucky
$738K +$21K +303 +3%
RP
931
Riverwater Partners
Wisconsin
$737K – – –
SFS
932
Sowell Financial Services
Arkansas
$736K +$711K +10,238 New
AIM
933
Aspen Investment Management
Michigan
$732K – – –
SIM
934
Sentry Investment Management
Wisconsin
$729K – – –
LCM
935
Logan Capital Management
Pennsylvania
$726K +$18.5K +266 +3%
NI
936
Nuance Investments
Missouri
$725K -$9.7M -139,704 -93%
LJAC
937
L.J. Altfest & Co
New York
$725K +$350K +5,039 +100%
CAG
938
Compass Advisory Group
New York
$719K – – –
CM
939
Crestline Management
Texas
$719K +$694K +10,000 New
SP
940
Symmetry Partners
Connecticut
$716K +$38.7K +558 +6%
CC
941
Cannell & Co
New York
$710K +$36.6K +527 +6%
ATPW
942
Ashton Thomas Private Wealth
Arizona
$709K +$4.72K +68 +0.7%
CA
943
Clearstead Advisors
Ohio
$699K +$15.1K +217 +2%
MWM
944
Meridian Wealth Management
Kentucky
$698K +$4.79K +69 +0.7%
P
945
Pitcairn
Pennsylvania
$698K +$8.4K +121 +1%
SICM
946
Sustainable Insight Capital Management
New York
$697K -$798K -11,500 -54%
DWM
947
Drive Wealth Management
Utah
$697K +$2.22K +32 +0.3%
AWM
948
Axxcess Wealth Management
California
$695K +$354K +5,096 +112%
GP
949
Greenline Partners
New York
$683K +$659K +9,499 New
SFA
950
Sequoia Financial Advisors
Ohio
$681K -$322K -4,645 -33%
36 37
38
39 40