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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
976
Delta Financial Advisors
Louisiana
$309K +$11.5K +190 +4%
BO
977
BRR OpCo
Ohio
$309K +$288K +4,746 New
SS
978
Simplicity Solutions
Minnesota
$305K -$2.69M -44,432 -90%
CQS
979
Credential Qtrade Securities
$305K +$21.9K +362 +8%
BBNA
980
Bremer Bank National Association
Minnesota
$302K -$25.7K -424 -8%
PCA
981
Providence Capital Advisors
North Carolina
$301K -$95K -1,567 -25%
PCS
982
Personal CFO Solutions
New Jersey
$300K -$32.4K -534 -10%
DAS
983
Dynamic Advisor Solutions
Arizona
$300K -$20.6K -339 -7%
JHCP
984
Jackson Hole Capital Partners
Oklahoma
$299K +$278K +4,592 New
PSUF
985
People's United Financial
Connecticut
$298K -$35K -577 -11%
MHR
986
Matthew Hamilton Rosenberg
$298K +$61 +1 +0%
ACM
987
Azimuth Capital Management
Michigan
$297K – – –
HCMT
988
Highland Capital Management (Tennessee)
Tennessee
$296K -$111K -1,827 -29%
RI
989
Ridgewood Investments
New Jersey
$294K -$357K -5,884 -57%
CWC
990
Carolinas Wealth Consulting
North Carolina
$294K -$121K -1,994 -31%
S
991
SimplyRich
California
$294K – – –
GBA
992
Garrison Bradford & Associates
New York
$293K +$273K +4,500 New
WAP
993
Wealthcare Advisory Partners
Pennsylvania
$292K +$272K +4,479 New
CWS
994
Cypress Wealth Services
California
$289K +$9.34K +154 +4%
SBL
995
Sargent Bickham Lagudis
Colorado
$288K -$18.3K -301 -6%
AFP
996
Ausdal Financial Partners
Iowa
$287K -$45.2K -745 -14%
CGA
997
Crescent Grove Advisors
Illinois
$287K -$6.06K -100 -2%
JIC
998
Joel Isaacson & Co
New York
$287K +$9.94K +164 +4%
BIM
999
Baldwin Investment Management
Pennsylvania
$284K +$264K +4,350 New
EB
1000
Eastern Bank
Massachusetts
$282K -$110K -1,810 -30%
38 39
40
41 42