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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
1051
TCI Wealth Advisors
Arizona
$1M -$54.3K -692 -5%
GIP
1052
Granite Investment Partners
California
$1M – – –
UPS
1053
UHLMANN PRICE SECURITIES
Illinois
$999K +$14.1K +180 +1%
PG
1054
Proffitt & Goodson
Tennessee
$998K -$5.42K -69 -0.5%
EWA
1055
EverSource Wealth Advisors
Alabama
$997K -$807K -10,280 -45%
ORC
1056
O'Rourke & Company
Massachusetts
$996K -$18.1K -230 -2%
CAM
1057
Costello Asset Management
Pennsylvania
$995K +$964K +12,279 +2,823%
CFP
1058
Catalyst Financial Partners
Massachusetts
$994K +$34K +433 +4%
GSEP
1059
Golden State Equity Partners
California
$994K +$38.1K +485 +4%
KCM
1060
Kanawha Capital Management
Virginia
$988K – – –
SAM
1061
Summit Asset Management
Tennessee
$986K – – –
WFA
1062
West Financial Advisors
Iowa
$986K – – –
AG
1063
AIA Group
Hong Kong
$982K +$695K +8,854 +240%
PIA
1064
Panoramic Investment Advisors
Colorado
$981K -$7.85K -100 -0.8%
JFGIW
1065
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$979K +$72.4K +923 +8%
NA
1066
Nautilus Advisors
California
$977K -$27.5K -350 -3%
VWM
1067
VCI Wealth Management
Missouri
$976K -$150K -1,906 -13%
RBWA
1068
RFG - Bristol Wealth Advisors
Massachusetts
$972K +$71K +904 +8%
IWC
1069
Integrated Wealth Concepts
Massachusetts
$971K +$69.6K +887 +8%
ICM
1070
Islay Capital Management
Texas
$969K +$577K +7,357 +147%
NB
1071
NBT Bank
New York
$968K +$221K +2,822 +30%
BW
1072
Blalock Williams
Alabama
$965K +$52.3K +666 +6%
JSL
1073
JT Stratford LLC
Georgia
$963K -$113K -1,440 -10%
SH
1074
Svenska Handelsbanken
Sweden
$961K +$963K +12,275 New
HWA
1075
HCR Wealth Advisors
California
$960K -$46K -586 -5%
41 42
43
44 45