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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
1051
Sheaff Brock Investment Advisors
Indiana
$530K +$2.73K +31 +0.5%
MC
1052
Moors & Cabot
Massachusetts
$528K +$24.1K +274 +5%
VC
1053
Veracity Capital
Georgia
$527K -$61K -694 -10%
TF
1054
Tompkins Financial
New York
$526K – – –
PCS
1055
Personal CFO Solutions
New Jersey
$524K +$34.3K +390 +7%
DIA
1056
Davidson Investment Advisors
Montana
$521K – – –
TC
1057
TAGStone Capital
North Carolina
$520K +$1.32K +15 +0.2%
RWB
1058
RMR Wealth Builders
New Jersey
$519K +$542K +6,159 New
WI
1059
Wintrust Investments
Illinois
$515K – – –
SIM
1060
Studio Investment Management
Illinois
$512K -$24.5K -278 -4%
PCM
1061
Pointe Capital Management
Michigan
$511K +$14.8K +168 +3%
LA
1062
LVW Advisors
New York
$508K -$72K -819 -12%
BOTW
1063
Bank of the West
California
$507K -$38.4K -437 -7%
BCM
1064
BTR Capital Management
California
$505K – – –
AIA
1065
Angeles Investment Advisors
California
$503K -$89.8K -1,021 -15%
HWM
1066
HB Wealth Management
Georgia
$496K +$209K +2,374 +68%
TCA
1067
Transcend Capital Advisors
New Jersey
$494K -$3.52K -40 -0.7%
CCM
1068
Chilton Capital Management
Texas
$491K -$41.1K -467 -7%
MA
1069
Mutual Advisors
Nebraska
$491K -$3.87K -44 -0.8%
RCAG
1070
Rehmann Capital Advisory Group
Michigan
$487K +$7.39K +84 +1%
SCM
1071
Stevens Capital Management
Pennsylvania
$487K -$1.25M -14,253 -71%
CQS
1072
Credential Qtrade Securities
$486K +$16K +182 +3%
HFM
1073
Harvest Fund Management
China
$482K – – –
CB
1074
CNB Bank
Pennsylvania
$481K -$5.45K -62 -1%
QTM
1075
qPULA Trading Management
New York
$481K +$501K +5,700 New
41 42
43
44 45