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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
1026
Knightsbridge Asset Management
California
$455K +$223K +3,232 +81%
TWA
1027
TCI Wealth Advisors
Arizona
$454K -$82.5K -1,196 -14%
GPA
1028
Garrison Point Advisors
California
$454K – – –
BP
1029
BBR Partners
New York
$452K +$483 +7 +0.1%
SPC
1030
Sigma Planning Corp
Michigan
$450K -$10.1K -146 -2%
ET
1031
Equitable Trust
Tennessee
$448K +$156K +2,260 +47%
OIM
1032
Orca Investment Management
Oregon
$447K -$8.55K -124 -2%
CW
1033
Connectus Wealth
Ohio
$442K +$483K +7,002 New
DU
1034
Delphia (USA)
Ontario, Canada
$440K +$480K +6,957 New
NC
1035
NinePointTwo Capital
California
$435K +$475K +6,890 New
BWP
1036
BSW Wealth Partners
Colorado
$432K +$19.9K +289 +4%
NB
1037
NBT Bank
New York
$431K +$28.4K +412 +6%
SWM
1038
SeaCrest Wealth Management
New York
$427K +$107K +1,551 +30%
FFN
1039
Focus Financial Network
Minnesota
$423K -$9.17K -133 -2%
MSFS
1040
Main Street Financial Solutions
Pennsylvania
$423K +$3.59K +52 +0.8%
FDS
1041
First Dallas Securities
Texas
$423K +$10.3K +150 +2%
HWM
1042
HB Wealth Management
Georgia
$421K +$54.1K +784 +13%
RCM
1043
Radnor Capital Management
Pennsylvania
$418K +$457K +6,620 New
ACI
1044
Alpha Cubed Investments
California
$417K -$6.62K -96 -1%
BG
1045
Bahl & Gaynor
Ohio
$416K – – –
HAM
1046
Hyperion Asset Management
Australia
$413K – – –
SBIA
1047
Sheaff Brock Investment Advisors
Indiana
$413K +$17.4K +252 +4%
SIM
1048
Studio Investment Management
Illinois
$413K +$31.6K +458 +8%
HI
1049
Harbour Investments
Wisconsin
$413K +$451K +6,537 New
OPS
1050
Orion Portfolio Solutions
Nebraska
$412K +$9.59K +139 +2%
40 41
42
43 44