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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1051
Axxcess Wealth Management
California
$1.43M +$14K +148 +1%
FIA
1052
Foundations Investment Advisors
Arizona
$1.43M -$216K -2,279 -13%
ACA
1053
Aptus Capital Advisors
Alabama
$1.42M +$56.2K +592 +4%
CA
1054
Continuum Advisory
Idaho
$1.42M -$129K -1,358 -8%
KLWA
1055
Kelly Lawrence W & Associates
California
$1.41M -$9.49K -100 -0.7%
JFA
1056
JNBA Financial Advisors
Minnesota
$1.41M -$4.75K -50 -0.3%
FC
1057
Fusion Capital
South Carolina
$1.41M -$5.5K -58 -0.4%
VIM
1058
VELA Investment Management
Ohio
$1.41M -$798K -8,411 -36%
VAM
1059
Verity Asset Management
North Carolina
$1.41M +$717K +7,559 +105%
NP
1060
NorthRock Partners
Minnesota
$1.41M +$508K +5,357 +57%
IAS
1061
Insigneo Advisory Services
Florida
$1.41M -$44.4K -468 -3%
FFG
1062
Frisch Financial Group
New York
$1.41M -$35.4K -373 -2%
RMDI
1063
R.M. Davis Inc
Maine
$1.4M – – –
TFA
1064
Toth Financial Advisory
Virginia
$1.39M +$859K +9,048 +165%
TGIA
1065
Torrey Growth & Income Advisors
California
$1.39M +$1.38M +14,512 New
FIM
1066
Fruth Investment Management
Texas
$1.38M – – –
PAM
1067
Paradigm Asset Management
New York
$1.38M – – –
WKWM
1068
Walter & Keenan Wealth Management
Indiana
$1.38M +$1.14K +12 +0.1%
NB
1069
Nicolet Bankshares
Wisconsin
$1.38M +$131K +1,380 +11%
UCI
1070
Uncommon Cents Investing
Wisconsin
$1.37M +$1.8K +19 +0.1%
GFG
1071
Greystone Financial Group
Michigan
$1.37M -$20.4K -215 -1%
SC
1072
Stance Capital
Massachusetts
$1.37M -$49.1K -517 -3%
SMC
1073
Smith, Moore & Co
Missouri
$1.35M -$27.6K -291 -2%
VAG
1074
VisionPoint Advisory Group
Texas
$1.35M +$9.02K +95 +0.7%
SRC
1075
Sage Rhino Capital
California
$1.35M -$15K -158 -1%
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