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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
951
J.W. Cole Advisors
Florida
$1.92M +$1.9M +20,808 New
MA
952
Modus Advisors
Minnesota
$1.9M -$75.4K -827 -4%
RFC
953
Regions Financial Corp
Alabama
$1.89M -$23.9K -262 -1%
CFM
954
Catalyst Funds Management
Australia
$1.89M +$1.86M +20,450 New
SI
955
Stephens Inc
Arkansas
$1.89M -$2.92M -32,058 -61%
TW
956
TritonPoint Wealth
Maryland
$1.87M +$1.62M +17,727 +685%
CBA
957
Coastal Bridge Advisors
Connecticut
$1.87M +$1.85M +20,281 New
CRM
958
Cramer Rosenthal McGlynn
Connecticut
$1.87M -$27.4K -300 -1%
RBWA
959
RFG - Bristol Wealth Advisors
Massachusetts
$1.87M -$7.93K -87 -0.4%
SWP
960
Strategic Wealth Partners
Ohio
$1.87M -$1.35M -14,798 -42%
IFO
961
Intrepid Family Office
Florida
$1.85M +$912K +10,000 +100%
PAM
962
Paradigm Asset Management
New York
$1.84M +$579K +6,350 +47%
VIA
963
Virtus Investment Advisers
Connecticut
$1.83M +$143K +1,563 +9%
MC
964
Moors & Cabot
Massachusetts
$1.83M -$45.7K -501 -2%
BIM
965
Bridges Investment Management
Nebraska
$1.82M +$335K +3,676 +23%
F8IS
966
Figure 8 Investment Strategies
Idaho
$1.82M +$215K +2,362 +14%
SC
967
Stance Capital
Massachusetts
$1.81M +$1.76M +19,256 +4,814%
NB
968
NBT Bank
New York
$1.81M -$23.4K -257 -1%
CAM
969
Cidel Asset Management
Ontario, Canada
$1.8M +$52.3K +573 +3%
BW
970
Blalock Williams
Alabama
$1.8M +$323K +3,547 +22%
PWM
971
Power Wealth Management
Georgia
$1.79M -$422K -4,630 -19%
BAM
972
Bayview Asset Management
Florida
$1.79M -$873K -9,570 -33%
SSA
973
Shepherd Street Advisors
California
$1.78M -$48.3K -530 -3%
MNBTD
974
Moody National Bank Trust Division
Texas
$1.77M -$90.6K -994 -5%
WF
975
Whelan Financial
California
$1.77M +$121K +1,326 +7%
37 38
39
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