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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IB
1001
Intrust Bank
Kansas
$719K +$351K +4,788 +54%
RFM
1002
Royal Fund Management
Florida
$715K +$999K +13,647 New
SWM
1003
SeaCrest Wealth Management
New York
$713K +$407K +5,559 +69%
AF
1004
Allworth Financial
California
$712K +$155K +2,114 +18%
OA
1005
Operose Advisors
Wisconsin
$712K +$81K +1,106 +9%
XWM
1006
Xcel Wealth Management
Florida
$706K +$987K +13,485 New
DAM
1007
Doheny Asset Management
California
$706K +$372K +5,076 +60%
LTI
1008
Laffer Tengler Investments
Tennessee
$706K +$42.2K +576 +4%
CCM
1009
Coldstream Capital Management
Washington
$700K -$310K -4,238 -24%
BWM
1010
BerganKDV Wealth Management
Minnesota
$683K +$40.6K +554 +4%
PCIA
1011
Prime Capital Investment Advisors
Kansas
$679K +$681K +9,294 +253%
HFS
1012
Howard Financial Services
Texas
$676K +$945K +12,911 New
QCG
1013
Quadrant Capital Group
Ohio
$676K -$192K -2,620 -17%
SAM
1014
Summit Asset Management
Tennessee
$671K +$67K +915 +8%
DT
1015
Diversified Trust
Tennessee
$671K +$40.2K +549 +4%
BP
1016
Ballentine Partners
Massachusetts
$671K -$230K -3,146 -20%
EA
1017
Emerald Advisers
Pennsylvania
$671K +$938K +12,805 New
SFO
1018
Stokes Family Office
Louisiana
$670K -$171K -2,334 -15%
BFM
1019
Boothbay Fund Management
New York
$667K +$932K +12,734 New
IAA
1020
Independent Advisor Alliance
North Carolina
$667K +$932K +12,733 New
SXL
1021
Summit X LLC
Missouri
$666K +$465K +6,353 +100%
GAM
1022
Gemmer Asset Management
California
$664K +$6.88K +94 +0.7%
MFG
1023
Menard Financial Group
Texas
$664K +$928K +12,671 New
WFA
1024
West Financial Advisors
Iowa
$660K – – –
SG
1025
Stonnington Group
California
$657K -$134K -1,829 -13%
39 40
41
42 43