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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1126
Dynasty Wealth Management
Florida
$835K +$837K +10,667 New
BWP
1127
Balboa Wealth Partners
Arizona
$834K +$199K +2,535 +31%
HA
1128
Herold Advisors
New York
$833K -$154K -1,959 -16%
NWM
1129
Northcape Wealth Management
New York
$833K -$67.5K -860 -7%
GAM
1130
Gemmer Asset Management
California
$830K +$2.98K +38 +0.4%
HHAA
1131
Henry H. Armstrong Associates
Pennsylvania
$829K – – –
AMM
1132
American Money Management
California
$827K -$30.3K -386 -4%
SIC
1133
SJS Investment Consulting
Ohio
$825K -$22.6K -288 -3%
BAM
1134
Bayview Asset Management
Florida
$822K +$825K +10,506 New
VPW
1135
Variant Private Wealth
Virginia
$821K +$2.67K +34 +0.3%
P
1136
Pitcairn
Pennsylvania
$820K +$11.5K +146 +1%
BOS
1137
Bank of Stockton
California
$820K +$42K +535 +5%
MIM
1138
Moseley Investment Management
Florida
$817K – – –
DAS
1139
Diversify Advisory Services
Utah
$817K -$2.45M -31,263 -76%
FNA
1140
First National Advisers
Nebraska
$814K -$369K -4,700 -31%
TFS
1141
Thoroughbred Financial Services
Tennessee
$813K -$21.5K -274 -3%
HH
1142
Hilltop Holdings
Texas
$812K -$67.2K -856 -8%
EAM
1143
Eschler Asset Management
United Kingdom
$810K -$29.7K -379 -4%
SQA
1144
Simon Quick Advisors
New Jersey
$810K +$130K +1,654 +19%
TTIC
1145
Tower Trust & Investment Company
Iowa
$808K +$779K +9,930 New
MW
1146
Marcum Wealth
Ohio
$808K +$64K +816 +9%
GL
1147
Graypoint LLC
New York
$804K +$77.8K +991 +11%
KPWS
1148
Kestra Private Wealth Services
Texas
$793K +$56.6K +721 +8%
AC
1149
Avestar Capital
New York
$792K +$163K +2,079 +26%
VVP
1150
Venture Visionary Partners
Ohio
$786K +$176K +2,246 +29%
44 45
46
47 48