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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
976
Cidel Asset Management
Ontario, Canada
$1.8M +$52.3K +573 +3%
BW
977
Blalock Williams
Alabama
$1.8M +$323K +3,547 +22%
PWM
978
Power Wealth Management
Georgia
$1.79M -$422K -4,630 -19%
BAM
979
Bayview Asset Management
Florida
$1.79M -$873K -9,570 -33%
SSA
980
Shepherd Street Advisors
California
$1.78M -$48.3K -530 -3%
MNBTD
981
Moody National Bank Trust Division
Texas
$1.77M -$90.6K -994 -5%
WF
982
Whelan Financial
California
$1.77M +$121K +1,326 +7%
HAM
983
Harmony Asset Management
Arizona
$1.77M +$1.75M +19,156 New
JWM
984
Jeppson Wealth Management
California
$1.77M +$3.65K +40 +0.2%
GC
985
Garde Capital
Washington
$1.76M -$75.3K -826 -4%
CSIC
986
Clifford Swan Investment Counsel
California
$1.76M -$14.4K -158 -0.8%
PCIA
987
Prime Capital Investment Advisors
Kansas
$1.75M +$17.9K +196 +1%
LAM
988
Lummis Asset Management
Texas
$1.75M -$27.4K -300 -2%
AC
989
Arjuna Capital
North Carolina
$1.75M -$39.3K -431 -2%
DWM
990
Ducere Wealth Management
California
$1.74M +$384K +4,207 +29%
WBC
991
Westpac Banking Corp
Australia
$1.74M +$3.56K +39 +0.2%
SA
992
SPWM Advisors
Michigan
$1.73M -$394K -4,325 -20%
TF
993
TLWM Financial
Texas
$1.72M -$25.3K -277 -1%
SA
994
Sovran Advisors
California
$1.72M +$59.3K +650 +4%
GAA
995
Guardian Asset Advisors
Pennsylvania
$1.71M +$192K +2,102 +13%
RC
996
RBF Capital
California
$1.71M – – –
PWA
997
Providence Wealth Advisors
Illinois
$1.7M -$5.75K -63 -0.4%
AIM
998
Advyzon Investment Management
Illinois
$1.7M +$162K +1,772 +11%
HPC
999
HM Payson & Co
Maine
$1.7M +$105K +1,150 +7%
TAM
1000
Trust Asset Management
Texas
$1.7M +$146K +1,596 +10%
38 39
40
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