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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
B
1126
Bridgeworth
Alabama
$612K +$565K +10,790 New
UCB
1127
United Community Bank
South Carolina
$612K +$565K +10,790 New
ECG
1128
Edge Capital Group
Georgia
$611K +$273K +5,220 +94%
SIM
1129
Sentry Investment Management
Wisconsin
$610K – – –
NO
1130
Ninety One
South Africa
$609K +$167K +3,179 +42%
SAM
1131
Seelaus Asset Management
New Jersey
$609K +$563K +10,743 New
OPCM
1132
Osborne Partners Capital Management
California
$605K -$32.9K -628 -6%
CWAG
1133
Compton Wealth Advisory Group
Virginia
$604K +$34.8K +665 +7%
DT
1134
Diversified Trust
Tennessee
$602K -$114K -2,183 -17%
ICG
1135
InterOcean Capital Group
Tennessee
$597K -$105 -2 -0%
MIM
1136
Moseley Investment Management
Florida
$597K +$52 +1 +0%
GAG
1137
GM Advisory Group
New York
$596K -$458K -8,750 -45%
WCM
1138
Washburn Capital Management
Florida
$593K +$548K +10,464 New
HI
1139
Horizon Investments
North Carolina
$592K +$33.7K +643 +7%
CGH
1140
CMG Global Holdings
Texas
$592K +$547K +10,436 New
KJWM
1141
Kiley Juergens Wealth Management
Washington
$591K -$471 -9 -0.1%
BAM
1142
Berkshire Asset Management
Pennsylvania
$587K +$143K +2,735 +36%
AO
1143
Advisor OS
Illinois
$584K +$540K +10,301 New
WQ
1144
Wealth Quarterback
New Jersey
$583K +$539K +10,285 New
RA
1145
Royce & Associates
New York
$582K -$231K -4,401 -30%
CYG
1146
Clean Yield Group
Vermont
$580K -$49.2K -940 -8%
MSS
1147
Mitchell Sinkler & Starr
Pennsylvania
$577K +$51.3K +980 +11%
VA
1148
Valmark Advisers
Ohio
$574K +$38.1K +727 +8%
BWP
1149
Balboa Wealth Partners
Arizona
$573K -$566K -10,797 -52%
FFA
1150
Fairfield Financial Advisors
Massachusetts
$573K -$370K -7,056 -41%
44 45
46
47 48