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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1001
Jeppson Wealth Management
California
$351K +$714 +10 +0.2%
TC
1002
TownSquare Capital
Utah
$351K +$344K +4,817 New
PAS
1003
Park Avenue Securities
New York
$350K +$87.8K +1,230 +34%
DFA
1004
Delta Financial Advisors
Louisiana
$346K – – –
DIM
1005
DC Investments Management
Virginia
$345K +$338K +4,730 New
AR
1006
Advisory Research
Illinois
$342K -$383K -5,359 -53%
ET
1007
Equitable Trust
Tennessee
$339K – – –
WAP
1008
Wealthcare Advisory Partners
Pennsylvania
$339K +$10.4K +145 +3%
IHL
1009
Investment House LLC
California
$337K +$21.4K +300 +7%
EI
1010
Ellevest Inc
New York
$337K +$251K +3,518 +316%
PCA
1011
Providence Capital Advisors
North Carolina
$336K – – –
FHA
1012
First Horizon Advisors
Tennessee
$336K +$191K +2,669 +137%
TA
1013
Tiedemann Advisors
New York
$335K -$11.9K -166 -3%
JHCP
1014
Jackson Hole Capital Partners
Oklahoma
$334K – – –
CA
1015
Claro Advisors
Massachusetts
$332K +$56.6K +793 +21%
HCMT
1016
Highland Capital Management (Tennessee)
Tennessee
$331K – – –
PFS
1017
Prospera Financial Services
Texas
$329K +$8.21K +115 +3%
SWM
1018
SeaCrest Wealth Management
New York
$329K +$10.1K +141 +3%
GBA
1019
Garrison Bradford & Associates
New York
$328K – – –
S
1020
SimplyRich
California
$328K – – –
SBL
1021
Sargent Bickham Lagudis
Colorado
$327K +$1.43K +20 +0.4%
ALAM
1022
Asahi Life Asset Management
Japan
$327K +$321K +4,490 New
MAFM
1023
Mid Atlantic Financial Management
Pennsylvania
$326K +$2.07K +29 +0.7%
VWA
1024
V Wealth Advisors
Kansas
$324K +$4.93K +69 +2%
ACM
1025
Azimuth Capital Management
Michigan
$323K -$10.7K -150 -3%
39 40
41
42 43