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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1151
Abbrea Capital
California
$333K +$29.5K +425 +10%
PFM
1152
Premier Fund Managers
United Kingdom
$332K -$52.8M -761,175 -99%
YWP
1153
YorkBridge Wealth Partners
New York
$332K -$9.51K -137 -3%
RZH
1154
Relyea Zuckerberg Hanson
Connecticut
$332K +$23.7K +341 +8%
SFO
1155
Standard Family Office
South Dakota
$329K +$318K +4,583 New
TRIA
1156
Trail Ridge Investment Advisors
Colorado
$328K – – –
GA
1157
Geller Advisors
New York
$327K +$19K +274 +6%
GBA
1158
Garrison Bradford & Associates
New York
$327K +$30.1K +434 +11%
KA
1159
Keene & Associates
Texas
$326K -$3.47K -50 -1%
S
1160
SimplyRich
California
$326K – – –
DP
1161
Denver PWM
Colorado
$325K +$278 +4 +0.1%
CIC
1162
Chilton Investment Company
Connecticut
$325K +$314K +4,519 New
YMRC
1163
Yorktown Management & Research Company
Virginia
$323K +$312K +4,500 New
OA
1164
Operose Advisors
Wisconsin
$322K -$9.58K -138 -3%
CF
1165
Centaurus Financial
California
$322K +$311K +4,480 New
RWA
1166
River Wealth Advisors
Pennsylvania
$320K +$2.78K +40 +0.9%
ACIM
1167
Azimuth Capital Investment Management
Michigan
$316K – – –
CFG
1168
CKW Financial Group
Hawaii
$316K – – –
FEG
1169
Financial Enhancement Group
Indiana
$315K +$8.05K +116 +3%
BFEC
1170
Benjamin F. Edwards & Company
Missouri
$315K +$160K +2,305 +111%
9WM
1171
9258 Wealth Management
Ohio
$313K +$302K +4,349 New
AA
1172
ALPS Advisors
Colorado
$312K +$302K +4,344 New
IFWM
1173
Institute for Wealth Management
Colorado
$311K -$2.08K -30 -0.7%
FMP
1174
Financial Management Professionals
Texas
$310K +$140K +2,018 +88%
ACI
1175
Alpha Cubed Investments
California
$309K -$160K -2,310 -35%
45 46
47
48 49