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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1176
West Family Investments
California
$308K +$20.3K +292 +7%
DWM
1177
Defined Wealth Management
Oregon
$307K – – –
TFS
1178
TrustCore Financial Services
Tennessee
$306K -$5.35K -77 -2%
HCM
1179
HMS Capital Management
Tennessee
$305K -$39.9K -574 -12%
CIA
1180
Capital Investment Advisors
Georgia
$305K +$33.1K +477 +13%
CRC
1181
Curi RMB Capital
Illinois
$304K -$29.4K -423 -9%
SWA
1182
Sutton Wealth Advisors
Florida
$303K +$417 +6 +0.1%
NEWAS
1183
N.E.W. Advisory Services
Wisconsin
$302K – – –
GLA
1184
Good Life Advisors
Pennsylvania
$301K +$291K +4,187 New
VCM
1185
Virtue Capital Management
Tennessee
$300K +$41.5K +598 +17%
APA
1186
Astoria Portfolio Advisors
New York
$298K -$10.4K -150 -3%
JHCP
1187
Jackson Hole Capital Partners
Oklahoma
$298K – – –
JDR
1188
Jay D. Rosenbaum
$298K – – –
VST
1189
Van Strum & Towne
California
$295K – – –
BIP
1190
Blueprint Investment Partners
North Carolina
$295K +$285K +4,100 New
SMH
1191
Sanders Morris Harris
Texas
$293K – – –
EL
1192
Essex LLC
Illinois
$291K – – –
WJA
1193
Willis Johnson & Associates
Texas
$291K +$15.6K +224 +6%
II
1194
Inspire Investing
Idaho
$291K +$281K +4,048 New
TIM
1195
Triad Investment Management
California
$288K – – –
EWA
1196
Encompass Wealth Advisors
Oregon
$287K – – –
WCM
1197
Wisconsin Capital Management
Wisconsin
$287K – – –
AA
1198
Alta Advisers
United Kingdom
$287K +$278K +4,000 New
IWM
1199
IHT Wealth Management
Illinois
$283K +$273K +3,934 New
TNBTD
1200
Trustmark National Bank Trust Department
Mississippi
$282K +$17.4K +250 +7%
46 47
48
49 50