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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LS
1051
Livforsakringsbolaget Skandia
Sweden
$772K +$609K +9,275 +352%
NERM
1052
New England Research & Management
Illinois
$771K -$900K -13,700 -54%
IWC
1053
Integrated Wealth Concepts
Massachusetts
$771K -$339K -5,159 -30%
NS
1054
NBC Securities
Alabama
$770K -$162K -2,470 -17%
NL
1055
Navalign LLC
California
$765K +$18.7K +284 +2%
IIM
1056
Intact Investment Management
Quebec, Canada
$761K +$72.3K +1,100 +10%
AWM
1057
Avondale Wealth Management
Texas
$758K +$118K +1,800 +18%
LWM
1058
Lodestone Wealth Management
Washington
$753K +$1.25K +19 +0.2%
DLHL
1059
Donald L. Hagan LLC
Florida
$751K -$49.1K -747 -6%
CFB
1060
Cullen/Frost Bankers
Texas
$746K -$368K -5,606 -33%
TNB
1061
Thomasville National Bank
Georgia
$746K -$164K -2,500 -18%
NWM
1062
Northcape Wealth Management
New York
$745K – – –
CG
1063
Cynosure Group
Utah
$744K +$33.9K +516 +5%
IFWM
1064
Institute for Wealth Management
Colorado
$743K +$184K +2,801 +32%
CWA
1065
Canvas Wealth Advisors
Kansas
$740K +$36.9K +561 +5%
MTIM
1066
Marathon Trading Investment Management
Pennsylvania
$739K +$749K +11,400 New
DBIA
1067
Dumont & Blake Investment Advisors
New Jersey
$738K -$748K -11,386 -50%
UBG
1068
United Bank (Georgia)
Georgia
$736K +$86K +1,309 +13%
OAM
1069
Oxford Asset Management
United Kingdom
$733K +$743K +11,309 New
SAM
1070
Smartleaf Asset Management
Massachusetts
$731K +$216K +3,291 +41%
TCM
1071
Triumph Capital Management
Colorado
$724K +$734K +11,174 New
PCS
1072
Personal CFO Solutions
New Jersey
$720K -$52K -791 -7%
NJIM
1073
Nabity-Jensen Investment Management
Nebraska
$720K – – –
IIA
1074
Integral Investment Advisors
California
$715K – – –
SRWM
1075
Shira Ridge Wealth Management
California
$711K +$131 +2 +0%
41 42
43
44 45