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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
976
Providence Capital Advisors
North Carolina
$301K -$95K -1,567 -25%
PCS
977
Personal CFO Solutions
New Jersey
$300K -$32.4K -534 -10%
DAS
978
Dynamic Advisor Solutions
Arizona
$300K -$20.6K -339 -7%
JHCP
979
Jackson Hole Capital Partners
Oklahoma
$299K +$278K +4,592 New
PSUF
980
People's United Financial
Connecticut
$298K -$35K -577 -11%
MHR
981
Matthew Hamilton Rosenberg
$298K +$61 +1 +0%
ACM
982
Azimuth Capital Management
Michigan
$297K – – –
HCMT
983
Highland Capital Management (Tennessee)
Tennessee
$296K -$111K -1,827 -29%
RI
984
Ridgewood Investments
New Jersey
$294K -$357K -5,884 -57%
CWC
985
Carolinas Wealth Consulting
North Carolina
$294K -$121K -1,994 -31%
S
986
SimplyRich
California
$294K – – –
GBA
987
Garrison Bradford & Associates
New York
$293K +$273K +4,500 New
WAP
988
Wealthcare Advisory Partners
Pennsylvania
$292K +$272K +4,479 New
CWS
989
Cypress Wealth Services
California
$289K +$9.34K +154 +4%
SBL
990
Sargent Bickham Lagudis
Colorado
$288K -$18.3K -301 -6%
AFP
991
Ausdal Financial Partners
Iowa
$287K -$45.2K -745 -14%
CGA
992
Crescent Grove Advisors
Illinois
$287K -$6.06K -100 -2%
JIC
993
Joel Isaacson & Co
New York
$287K +$9.94K +164 +4%
BIM
994
Baldwin Investment Management
Pennsylvania
$284K +$264K +4,350 New
EB
995
Eastern Bank
Massachusetts
$282K -$110K -1,810 -30%
IHL
996
Investment House LLC
California
$282K -$13.8K -227 -5%
CAN
997
Claraphi Advisory Network
United States
$281K -$8K -132 -3%
BTWM
998
Baker Tilly Wealth Management
Wisconsin
$280K -$57.2K -944 -18%
EWA
999
Encompass Wealth Advisors
Oregon
$280K – – –
SOW
1000
State of Wyoming
Wyoming
$280K +$260K +4,294 New
38 39
40
41 42