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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
1151
Parrish Capital
Georgia
$1.17M -$175K -1,922 -13%
KIA
1152
Knollwood Investment Advisory
Maryland
$1.17M – – –
GCP
1153
GSA Capital Partners
United Kingdom
$1.17M +$921K +10,100 +393%
PG
1154
Proffitt & Goodson
Tennessee
$1.17M +$11.3K +124 +1%
EFS
1155
Essex Financial Services
Connecticut
$1.17M -$109K -1,196 -9%
RIM
1156
Redwood Investment Management
Arizona
$1.17M +$132K +1,442 +13%
PCS
1157
Personal CFO Solutions
New Jersey
$1.16M +$56.4K +618 +5%
KFA
1158
Kelleher Financial Advisors
New York
$1.16M +$575K +6,307 +100%
SLI
1159
Sumitomo Life Insurance
Japan
$1.16M -$61.6K -676 -5%
SP
1160
Stablepoint Partners
Massachusetts
$1.16M +$14.9K +163 +1%
BA
1161
Birinyi Associates
Connecticut
$1.16M +$121K +1,326 +12%
FA
1162
Fiduciary Alliance
South Carolina
$1.16M +$56.1K +615 +5%
GIA
1163
Gateway Investment Advisers
Ohio
$1.16M -$27.2M -298,781 -96%
SWM
1164
Spire Wealth Management
Virginia
$1.16M -$4.58M -50,179 -80%
ICM
1165
Islay Capital Management
Texas
$1.16M +$99.3K +1,089 +10%
GA
1166
Greenhaven Associates
New York
$1.15M – – –
HA
1167
Hamel Associates
New Jersey
$1.15M -$41K -450 -3%
HHRDM
1168
H&H Retirement Design & Management
Nevada
$1.15M -$6.2K -68 -0.6%
PCMU
1169
Paragon Capital Management (Utah)
Utah
$1.15M +$1.13M +12,416 New
VIM
1170
VELA Investment Management
Ohio
$1.15M -$1.46K -16 -0.1%
OC
1171
Opal Capital
Florida
$1.14M +$199K +2,184 +21%
CP
1172
Cumberland Partners
Ontario, Canada
$1.14M – – –
AAS
1173
Ameritas Advisory Services
Nebraska
$1.14M +$247K +2,712 +28%
LWAM
1174
Legacy Wealth Asset Management
Minnesota
$1.13M +$7.66K +84 +0.7%
HWM
1175
Hohimer Wealth Management
Washington
$1.12M +$41.9K +459 +4%
45 46
47
48 49