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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
1026
Essex Financial Services
Connecticut
$961K -$35.4K -473 -4%
FCFC
1027
First Commonwealth Financial Corp
Pennsylvania
$961K +$38.8K +519 +4%
ORC
1028
O'Rourke & Company
Massachusetts
$959K +$10.6K +142 +1%
JFGIW
1029
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$958K -$455K -6,080 -34%
DS
1030
DRW Securities
Illinois
$954K +$441K +5,891 +84%
HWA
1031
HCR Wealth Advisors
California
$951K -$9.8K -131 -1%
NA
1032
Nautilus Advisors
California
$950K +$960K +12,831 New
FCA
1033
FLC Capital Advisors
California
$949K -$41.8K -559 -4%
PG
1034
Proffitt & Goodson
Tennessee
$948K -$2.17K -29 -0.2%
KIA
1035
Knollwood Investment Advisory
Maryland
$948K – – –
GIP
1036
Granite Investment Partners
California
$947K – – –
KWM
1037
Kingsview Wealth Management
Oregon
$946K +$452K +6,039 +90%
PIA
1038
Panoramic Investment Advisors
Colorado
$935K +$27.3K +365 +3%
KCM
1039
Kanawha Capital Management
Virginia
$934K +$945K +12,623 New
UBG
1040
United Bank (Georgia)
Georgia
$933K +$93.8K +1,254 +11%
SAM
1041
Summit Asset Management
Tennessee
$933K – – –
WFA
1042
West Financial Advisors
Iowa
$933K – – –
HA
1043
Herold Advisors
New York
$932K +$10.3K +138 +1%
UPS
1044
UHLMANN PRICE SECURITIES
Illinois
$931K +$2.62K +35 +0.3%
SP
1045
Stablepoint Partners
Massachusetts
$924K +$10.6K +141 +1%
CFP
1046
Catalyst Financial Partners
Massachusetts
$908K +$5.24K +70 +0.6%
HHRDM
1047
H&H Retirement Design & Management
Nevada
$904K -$74.8K -999 -8%
GSEP
1048
Golden State Equity Partners
California
$903K -$124K -1,658 -12%
VT
1049
Vise Technologies
New York
$899K +$543K +7,261 +149%
PPG
1050
Peak Planning Group
Colorado
$898K +$748 +10 +0.1%
40 41
42
43 44