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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1151
Operose Advisors
Wisconsin
$389K +$528 +6 +0.1%
FAFN
1152
First Affirmative Financial Network
Colorado
$386K +$23.6K +268 +6%
RA
1153
RFG Advisory
Alabama
$385K +$39.9K +454 +11%
RZH
1154
Relyea Zuckerberg Hanson
Connecticut
$384K +$11.7K +133 +3%
HCMT
1155
Highland Capital Management (Tennessee)
Tennessee
$383K – – –
HPWM
1156
Highland Private Wealth Management
Washington
$383K +$17.6K +200 +5%
DAS
1157
Dynamic Advisor Solutions
Arizona
$382K -$40K -455 -9%
S
1158
SimplyRich
California
$382K – – –
AC
1159
Abbrea Capital
California
$379K +$11K +125 +3%
CWS
1160
Cypress Wealth Services
California
$379K +$11.7K +133 +3%
PI
1161
PineBridge Investments
New York
$376K -$2.4M -27,292 -86%
IWC
1162
Integrated Wealth Concepts
Massachusetts
$376K -$254K -2,884 -39%
EP
1163
Edgestream Partners
New Jersey
$371K -$296K -3,368 -43%
ACM
1164
Azimuth Capital Management
Michigan
$371K -$2.81K -32 -0.7%
MCM
1165
Murphy Capital Management
New Jersey
$371K +$388K +4,410 New
KP
1166
Keel Point
Alabama
$368K -$19.1K -217 -5%
WPC
1167
Wedmont Private Capital
Pennsylvania
$368K +$131K +1,484 +50%
GL
1168
Graypoint LLC
New York
$367K +$382K +4,347 New
VWA
1169
V Wealth Advisors
Kansas
$366K -$7.21K -82 -2%
GA
1170
Geller Advisors
New York
$365K +$1.76K +20 +0.5%
PTC
1171
Private Trust Company
Ohio
$364K +$97.6K +1,109 +35%
Q
1172
QVR
California
$364K +$380K +4,323 New
DWM
1173
Defined Wealth Management
Oregon
$360K – – –
HA
1174
Hamel Associates
New Jersey
$360K +$19.8K +225 +6%
CFG
1175
CKW Financial Group
Hawaii
$359K +$88K +1,000 +30%
45 46
47
48 49