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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
1076
Boyd Watterson Asset Management
Ohio
$843K -$529K -7,072 -38%
DBIA
1077
Dumont & Blake Investment Advisors
New Jersey
$841K -$1.87K -25 -0.2%
USCWA
1078
U.S. Capital Wealth Advisors
Texas
$838K -$195K -2,607 -19%
BC
1079
BIT Capital
Germany
$836K +$845K +11,296 New
IFWM
1080
Institute for Wealth Management
Colorado
$835K -$12.9K -173 -2%
NCM
1081
Novare Capital Management
North Carolina
$832K -$171K -2,286 -17%
PCS
1082
Personal CFO Solutions
New Jersey
$832K +$9.73K +130 +1%
HH
1083
Hilltop Holdings
Texas
$831K -$106K -1,414 -11%
EBT
1084
Enterprise Bank & Trust
Massachusetts
$830K +$92.1K +1,231 +12%
MA
1085
Mutual Advisors
Nebraska
$826K -$42.4K -566 -5%
HKIMG
1086
Hutchens & Kramer Investment Management Group
Indiana
$825K -$70.9K -948 -8%
CA
1087
Commerzbank Aktiengesellschaft
Germany
$824K -$552K -7,374 -40%
RSVP
1088
Ramsay Stattman Vela & Price
Colorado
$823K +$130K +1,735 +18%
FFA
1089
Farther Finance Advisors
California
$820K -$1.22M -16,274 -60%
NA
1090
Navellier & Associates
Nevada
$818K +$221K +2,955 +36%
NJIM
1091
Nabity-Jensen Investment Management
Nebraska
$815K -$7.03K -94 -0.8%
CG
1092
Cynosure Group
Utah
$813K -$36.9K -493 -4%
SRWM
1093
Shira Ridge Wealth Management
California
$812K – – –
AMM
1094
American Money Management
California
$810K -$5.11M -68,298 -86%
MWM
1095
Modern Wealth Management
Kansas
$808K +$444K +5,939 +119%
SIC
1096
SJS Investment Consulting
Ohio
$801K +$41.3K +552 +5%
BC
1097
Bridgefront Capital
Texas
$798K +$807K +10,781 New
EAM
1098
Eschler Asset Management
United Kingdom
$794K +$28.4K +379 +4%
SS
1099
Sunbelt Securities
Texas
$790K -$19.5K -261 -2%
TIM
1100
Thor Investment Management
Ohio
$790K +$2.39K +32 +0.3%
42 43
44
45 46