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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
1176
Index Fund Advisors
California
$655K +$10.7K +143 +2%
NWMP
1177
Noble Wealth Management PBC
Colorado
$646K +$653K +8,725 New
SQA
1178
Simon Quick Advisors
New Jersey
$643K +$16.5K +221 +3%
OAM
1179
Oxford Asset Management
United Kingdom
$637K -$203K -2,708 -24%
AWM
1180
Avondale Wealth Management
Texas
$636K -$232K -3,100 -26%
GLA
1181
Good Life Advisors
Pennsylvania
$634K -$144K -1,923 -18%
A
1182
Allianz
Germany
$634K -$158K -2,113 -20%
VF
1183
Vest Financial
Virginia
$633K +$125K +1,672 +24%
SPC
1184
Sigma Planning Corp
Michigan
$633K +$68K +909 +12%
PCM
1185
Pointe Capital Management
Michigan
$632K +$75.7K +1,011 +13%
SPI
1186
Sutton Place Investors
New York
$632K +$20.1K +269 +3%
CNBTD
1187
Citizens National Bank Trust Department
Mississippi
$631K -$69.6K -930 -10%
LA
1188
Legacy Advisors
Pennsylvania
$630K +$83.1K +1,110 +15%
SSCM
1189
Sovereign's Capital Management
Georgia
$629K +$636K +8,503 New
HWA
1190
HMV Wealth Advisors
Louisiana
$628K +$635K +8,491 New
QWM
1191
Quadcap Wealth Management
Texas
$628K -$10.3K -137 -2%
SIM
1192
Stratos Investment Management
Ohio
$628K -$2.28M -30,443 -78%
FFS
1193
Founders Financial Securities
Maryland
$627K +$2.02K +27 +0.3%
HBS
1194
Howard Bailey Securities
Indiana
$626K -$31.5K -421 -5%
CAG
1195
Compass Advisory Group
New York
$620K – – –
LCM
1196
Lazari Capital Management
California
$615K -$39.4K -526 -6%
CWS
1197
Cypress Wealth Services
California
$615K +$21.3K +285 +4%
MIM
1198
Morningstar Investment Management
Illinois
$615K -$554K -7,404 -47%
UIM
1199
Unified Investment Management
Georgia
$615K +$622K +8,306 New
DT
1200
Diversified Trust
Tennessee
$608K +$72K +962 +13%
46 47
48
49 50