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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1076
OneDigital Investment Advisors
Kansas
$535K +$36.2K +466 +8%
BWP
1077
BSW Wealth Partners
Colorado
$531K -$22.7K -293 -4%
LA
1078
Latitude Advisors
Florida
$530K -$18.2K -234 -4%
QPWM
1079
Quadrant Private Wealth Management
Pennsylvania
$528K +$493K +6,347 New
AGA
1080
Accuvest Global Advisors
Utah
$528K +$492K +6,344 New
WI
1081
Wintrust Investments
Illinois
$522K +$12.4K +160 +3%
RSWM
1082
Robertson Stephens Wealth Management
California
$520K +$110K +1,411 +29%
RCAG
1083
Rehmann Capital Advisory Group
Michigan
$520K +$20.9K +269 +5%
MHR
1084
Matthew Hamilton Rosenberg
$520K – – –
TC
1085
TAGStone Capital
North Carolina
$518K +$1.32K +17 +0.3%
IIC
1086
Integrated Investment Consultants
Michigan
$518K +$79.9K +1,029 +20%
GC
1087
Garde Capital
Washington
$517K +$206K +2,660 +75%
HH
1088
Hilltop Holdings
Texas
$517K +$482K +6,208 New
RCM
1089
Radnor Capital Management
Pennsylvania
$515K – – –
AIA
1090
Angeles Investment Advisors
California
$514K +$479K +6,171 New
CC
1091
Corton Capital
Ontario, Canada
$511K -$59.5K -767 -11%
WAM
1092
WNY Asset Management
New York
$509K +$193K +2,490 +69%
JLBC
1093
J.L. Bainbridge & Co
Florida
$509K +$20.4K +263 +4%
IA
1094
IFP Advisors
Florida
$509K -$200K -2,583 -17%
IA
1095
IFG Advisory
Georgia
$503K -$10.2K -132 -2%
LNC
1096
Lincoln National Corp
Pennsylvania
$502K +$41.4K +533 +10%
KP
1097
Keel Point
Alabama
$501K -$4.58K -59 -1%
PPG
1098
Peak Planning Group
Colorado
$500K – – –
PMFA
1099
Plante Moran Financial Advisors
Michigan
$499K +$5.98K +77 +1%
SIM
1100
Studio Investment Management
Illinois
$496K +$17.1K +220 +4%
42 43
44
45 46