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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1126
Sutton Wealth Advisors
Florida
$346K – – –
GBA
1127
Garrison Bradford & Associates
New York
$345K -$32.4K -400 -9%
VST
1128
Van Strum & Towne
California
$345K -$8.09K -100 -2%
AG
1129
Ascent Group
Virginia
$345K +$313K +3,871 New
SMH
1130
Sanders Morris Harris
Texas
$342K – – –
TC
1131
TownSquare Capital
Utah
$341K -$61.3K -758 -16%
CCA
1132
Childress Capital Advisors
Texas
$340K +$30.7K +379 +10%
HA
1133
Hamel Associates
New Jersey
$340K +$49.7K +615 +18%
LGA
1134
Lebenthal Global Advisors
New York
$338K -$492K -6,078 -60%
9WM
1135
9258 Wealth Management
Ohio
$338K +$30K +371 +10%
TIM
1136
Triad Investment Management
California
$337K +$324K +4,005 New
EWA
1137
Encompass Wealth Advisors
Oregon
$336K – – –
WCM
1138
Wisconsin Capital Management
Wisconsin
$336K – – –
FPS
1139
Fieldpoint Private Securities
Connecticut
$334K -$12.5K -155 -4%
LTI
1140
Laffer Tengler Investments
Tennessee
$333K – – –
JHCP
1141
Jackson Hole Capital Partners
Oklahoma
$333K -$51K -630 -14%
HI
1142
HBK Investments
Texas
$331K +$318K +3,937 New
GD
1143
Grandfield & Dodd
New York
$330K +$6.15K +76 +2%
KSWA
1144
Kathleen S. Wright Associates
Pennsylvania
$329K +$316K +3,908 New
RWA
1145
Redhawk Wealth Advisors
Minnesota
$328K +$315K +3,900 New
MGIA
1146
Moneta Group Investment Advisors
Missouri
$326K +$50.3K +622 +19%
SSCA
1147
South Shore Capital Advisors
Massachusetts
$325K +$313K +3,870 New
EAM
1148
Evanson Asset Management
California
$324K -$19.1K -236 -6%
GAM
1149
Gould Asset Management
California
$322K – – –
PA
1150
Parkside Advisors
California
$322K – – –
44 45
46
47 48