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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
951
Integrated Wealth Concepts
Massachusetts
$617K +$255K +3,151 +75%
GPA
952
Garrison Point Advisors
California
$613K – – –
BP
953
BBR Partners
New York
$611K -$24.9K -308 -4%
MYIA
954
Mount Yale Investment Advisors
Colorado
$609K -$8.17K -101 -1%
OIM
955
Orca Investment Management
Oregon
$606K -$28.2K -349 -5%
WA
956
Waddell & Associates
Tennessee
$601K +$162 +2 +0%
AI
957
AXS Investments
New York
$601K +$578K +7,145 New
PWAG
958
Polaris Wealth Advisory Group
California
$599K – – –
FDS
959
First Dallas Securities
Texas
$593K -$101K -1,250 -15%
AIA
960
Angeles Investment Advisors
California
$588K +$76K +940 +16%
RWA
961
Ropes Wealth Advisors
Massachusetts
$586K -$1.31M -16,169 -70%
QCM
962
Quest Capital Management
Texas
$586K -$728 -9 -0.1%
GC
963
GFG Capital
Florida
$586K – – –
VC
964
Veracity Capital
Georgia
$584K +$134K +1,659 +31%
FCA
965
FinTrust Capital Advisors
South Carolina
$583K +$146K +1,804 +35%
LA
966
LVW Advisors
New York
$576K +$59.1K +731 +12%
MME
967
Meag Munich Ergo
Germany
$575K – – –
PVH
968
Psagot Value Holdings
Israel
$574K +$286K +3,531 +107%
SB
969
Strategic Blueprint
Georgia
$572K -$15.1K -187 -3%
PAI
970
Pittenger & Anderson Inc
Nebraska
$572K +$349K +4,312 +173%
HCM
971
Hollencrest Capital Management
California
$571K +$3.96K +49 +0.7%
PWPS
972
Pinnacle Wealth Planning Services
Ohio
$570K +$36.4K +450 +7%
KFSC
973
Keystone Financial Services (Colorado)
Colorado
$566K +$545K +6,732 New
AC
974
ASB Consultores
Florida
$566K +$545K +6,733 New
MSFS
975
Main Street Financial Solutions
Pennsylvania
$560K +$25.2K +311 +5%
37 38
39
40 41