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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HAM
976
Harmony Asset Management
Arizona
$1.77M +$1.75M +19,156 New
JWM
977
Jeppson Wealth Management
California
$1.77M +$3.65K +40 +0.2%
GC
978
Garde Capital
Washington
$1.76M -$75.3K -826 -4%
CSIC
979
Clifford Swan Investment Counsel
California
$1.76M -$14.4K -158 -0.8%
PCIA
980
Prime Capital Investment Advisors
Kansas
$1.75M +$17.9K +196 +1%
LAM
981
Lummis Asset Management
Texas
$1.75M -$27.4K -300 -2%
AC
982
Arjuna Capital
North Carolina
$1.75M -$39.3K -431 -2%
DWM
983
Ducere Wealth Management
California
$1.74M +$384K +4,207 +29%
WBC
984
Westpac Banking Corp
Australia
$1.74M +$3.56K +39 +0.2%
SA
985
SPWM Advisors
Michigan
$1.73M -$394K -4,325 -20%
TF
986
TLWM Financial
Texas
$1.72M -$25.3K -277 -1%
SA
987
Sovran Advisors
California
$1.72M +$59.3K +650 +4%
GAA
988
Guardian Asset Advisors
Pennsylvania
$1.71M +$192K +2,102 +13%
RC
989
RBF Capital
California
$1.71M – – –
PWA
990
Providence Wealth Advisors
Illinois
$1.7M -$5.75K -63 -0.4%
AIM
991
Advyzon Investment Management
Illinois
$1.7M +$162K +1,772 +11%
HPC
992
HM Payson & Co
Maine
$1.7M +$105K +1,150 +7%
TAM
993
Trust Asset Management
Texas
$1.7M +$146K +1,596 +10%
HAS
994
HBW Advisory Services
California
$1.69M +$124K +1,358 +8%
FFN
995
Focus Financial Network
Minnesota
$1.68M +$228K +2,503 +16%
SHF
996
Safe Harbor Fiduciary
Florida
$1.68M +$221K +2,422 +15%
AWE
997
Avidian Wealth Enterprises
Texas
$1.66M +$105K +1,150 +7%
CT
998
Caldwell Trust
Florida
$1.66M -$220K -2,408 -12%
HBT
999
Hills Bank & Trust
Iowa
$1.65M -$59.5K -652 -4%
CHAM
1000
Clear Harbor Asset Management
Connecticut
$1.65M +$182K +1,999 +13%
38 39
40
41 42