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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
951
Hall Capital Management
Rhode Island
$850K +$51.6K +705 +5%
BAAM
952
Baker Avenue Asset Management
California
$844K -$12.7M -173,590 -92%
IWC
953
Integrated Wealth Concepts
Massachusetts
$844K +$670K +9,155 +132%
TCM
954
Tandem Capital Management
New Jersey
$843K +$1.18M +16,097 New
PWMAG
955
Pinnacle Wealth Management Advisory Group
New Jersey
$841K -$269K -3,673 -19%
KFP
956
KB Financial Partners
New Jersey
$836K -$19.5K -266 -2%
RIL
957
Rothschild Investment LLC
Illinois
$828K +$1.16M +15,800 New
CT
958
Caldwell Trust
Florida
$827K -$25K -342 -2%
EAM
959
Eagle Asset Management
Florida
$823K +$192K +2,618 +20%
TF
960
TLWM Financial
Texas
$816K +$1.14M +15,570 New
BMCM
961
Burns Matteson Capital Management
New York
$815K +$191K +2,612 +20%
FIM
962
Fruth Investment Management
Texas
$813K – – –
JFA
963
JNBA Financial Advisors
Minnesota
$807K -$7.25K -99 -0.6%
HWM
964
HB Wealth Management
Georgia
$804K +$193K +2,635 +21%
EWM
965
Elmwood Wealth Management
California
$803K +$192K +2,627 +21%
IA
966
IFP Advisors
Florida
$801K +$663K +9,053 +74%
ADIM
967
Alpha DNA Investment Management
Maryland
$799K -$818K -11,176 -42%
LNC
968
Lincoln National Corp
Pennsylvania
$797K +$673K +9,197 +153%
PWS
969
Precision Wealth Strategies
Missouri
$797K +$1.11M +15,214 New
BCM
970
Brown Capital Management
Maryland
$792K +$65.8K +899 +6%
KCG
971
Kinsale Capital Group
Virginia
$791K +$740K +10,099 +202%
IIM
972
InTrack Investment Management
Vermont
$791K +$1.16M +15,812 New
ZIMP
973
Zimmermann Investment Management & Planning
Pennsylvania
$788K +$369K +5,041 +50%
SC
974
Shay Capital
New York
$786K +$1.1M +15,000 New
LHC
975
Little House Capital
Massachusetts
$783K +$853K +11,644 +353%
37 38
39
40 41