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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1176
Defined Wealth Management
Oregon
$360K – – –
HA
1177
Hamel Associates
New Jersey
$360K +$19.8K +225 +6%
CFG
1178
CKW Financial Group
Hawaii
$359K +$88K +1,000 +30%
BCM
1179
BlueCrest Capital Management
Jersey
$358K +$373K +4,242 New
RFN
1180
RDA Financial Network
Iowa
$357K +$373K +4,236 New
IFWM
1181
Institute for Wealth Management
Colorado
$356K +$5.19K +59 +1%
GA
1182
GoalVest Advisory
New York
$356K +$371K +4,218 New
PWM
1183
Purus Wealth Management
California
$354K -$88 -1 -0%
CI
1184
CX Institutional
Indiana
$353K +$43.5K +495 +13%
SWA
1185
Sutton Wealth Advisors
Florida
$352K +$5.72K +65 +2%
TRIA
1186
Trail Ridge Investment Advisors
Colorado
$352K – – –
IC
1187
Intersect Capital
California
$352K +$99.1K +1,127 +37%
NPF
1188
Norris Perne & French
Michigan
$351K +$366K +4,164 New
IAN
1189
Integrated Advisors Network
Texas
$350K -$2.29K -26 -0.6%
JHCP
1190
Jackson Hole Capital Partners
Oklahoma
$349K +$15.8K +180 +5%
EL
1191
Essex LLC
Illinois
$348K -$147K -1,666 -29%
SIMG
1192
Sonora Investment Management Group
Arizona
$348K -$19.9K -226 -5%
GBA
1193
Garrison Bradford & Associates
New York
$346K – – –
VST
1194
Van Strum & Towne
California
$346K – – –
AG
1195
Ascent Group
Virginia
$346K +$20.5K +233 +6%
PFA
1196
Pinnacle Family Advisors
Missouri
$339K +$354K +4,020 New
TIM
1197
Triad Investment Management
California
$338K – – –
EWA
1198
Encompass Wealth Advisors
Oregon
$337K – – –
SMH
1199
Sanders Morris Harris
Texas
$337K – – –
WCM
1200
Wisconsin Capital Management
Wisconsin
$337K – – –
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