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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
926
Comerica Securities
Michigan
$905K +$1.05M +14,362 +493%
FFA
927
Fairfield Financial Advisors
Massachusetts
$901K +$21.4K +292 +2%
AT
928
Avalon Trust
New Mexico
$900K +$1.26M +17,180 New
GSEP
929
Golden State Equity Partners
California
$899K +$1.26M +17,164 New
GRP
930
Global Retirement Partners
California
$896K +$81.4K +1,112 +6%
KLWA
931
Kelly Lawrence W & Associates
California
$894K – – –
GAM
932
Griffin Asset Management
New York
$893K +$6.96K +95 +0.6%
FFS
933
Founders Financial Securities
Maryland
$888K +$72.3K +987 +6%
GIA
934
Gladstone Institutional Advisory
Florida
$886K +$980K +13,388 +380%
RFC
935
Regions Financial Corp
Alabama
$885K -$310K -4,234 -20%
MAM
936
McCarthy Asset Management
California
$884K – – –
JSL
937
JT Stratford LLC
Georgia
$883K -$1.01M -13,848 -45%
KF
938
Krilogy Financial
Missouri
$881K +$132K +1,800 +12%
WAP
939
Wealthcare Advisory Partners
Pennsylvania
$871K +$793K +10,824 +186%
TAM
940
Tealwood Asset Management
Minnesota
$870K -$19.5K -266 -2%
BCAM
941
Boston Common Asset Management
Massachusetts
$869K – – –
DPIM
942
Duff & Phelps Investment Management
Illinois
$868K +$36.6K +500 +3%
PCA
943
Pallas Capital Advisors
Massachusetts
$867K +$1.2M +16,320 New
MBT
944
Montecito Bank & Trust
California
$866K -$267K -3,647 -18%
BWAM
945
Boyd Watterson Asset Management
Ohio
$864K +$193K +2,636 +19%
PWA
946
Providence Wealth Advisors
Illinois
$864K +$10.3K +140 +0.9%
RP
947
Riverwater Partners
Wisconsin
$862K +$455K +6,209 +61%
CA
948
Cetera Advisors
Colorado
$859K +$220K +3,002 +22%
CGL
949
Clarius Group LLC
Washington
$858K +$54K +738 +5%
WP
950
WealthPLAN Partners
Nebraska
$851K +$1.19M +16,243 New
36 37
38
39 40