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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
951
Symmetry Partners
Connecticut
$793K – – –
SCI
952
Stableford Capital II
Arizona
$792K +$871K +9,902 New
LWAC
953
Laurel Wealth Advisors (California)
California
$790K +$19.4K +221 +2%
CC
954
Cannell & Co
New York
$788K – – –
FB
955
Fulton Bank
Pennsylvania
$785K -$25.2K -286 -3%
IC
956
Inverness Counsel
New York
$785K -$10.2K -116 -1%
P
957
Pitcairn
Pennsylvania
$782K -$28.4K -323 -3%
SFG
958
SNS Financial Group
Minnesota
$775K -$66.3K -754 -8%
AWA
959
Arkadios Wealth Advisors
Georgia
$773K -$123K -1,395 -13%
SMC
960
Smith, Moore & Co
Missouri
$770K -$2.9K -33 -0.4%
IF
961
Ironwood Financial
Arizona
$768K – – –
AWM
962
Aries Wealth Management
Maine
$768K +$801K +9,111 New
OFG
963
Omega Financial Group
California
$768K +$801K +9,111 New
CWM
964
Concentric Wealth Management
California
$755K -$53K -603 -6%
CAM
965
Cozad Asset Management
Illinois
$743K -$22.7K -258 -3%
MWA
966
Monograph Wealth Advisors
California
$743K – – –
LWM
967
Lyell Wealth Management
California
$734K +$766K +8,705 New
4WM
968
44 Wealth Management
Oregon
$721K -$4.31K -49 -0.6%
PCP
969
Proficio Capital Partners
Massachusetts
$720K +$87.6K +996 +13%
AIA
970
Avalon Investment & Advisory
Texas
$717K -$56.3K -640 -7%
BFM
971
Boston Financial Management
Massachusetts
$716K +$38.3K +435 +5%
SS
972
Simplicity Solutions
Minnesota
$712K -$733K -8,338 -50%
TWA
973
TCI Wealth Advisors
Arizona
$707K +$51.3K +583 +7%
AG
974
AIA Group
Hong Kong
$704K +$226K +2,568 +44%
FCA
975
FinTrust Capital Advisors
South Carolina
$701K +$123K +1,393 +20%
37 38
39
40 41