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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
1176
Bank of Stockton
California
$1.23M +$124K +1,305 +12%
MA
1177
MCF Advisors
Kentucky
$1.23M +$525K +5,537 +82%
ATWA
1178
Arbor Trust Wealth Advisors
Michigan
$1.22M -$2.37K -25 -0.2%
BIG
1179
Brookwood Investment Group
Arizona
$1.22M +$764K +8,054 +193%
EFG
1180
Everhart Financial Group
Ohio
$1.22M +$49.8K +525 +4%
ISFAN
1181
Investor's Fiduciary Advisor Network
Washington
$1.22M +$69.9K +737 +6%
CFB
1182
Cullen/Frost Bankers
Texas
$1.21M +$34.1K +359 +3%
MAM
1183
Mystic Asset Management
Rhode Island
$1.21M +$49.4K +521 +5%
LWAM
1184
Legacy Wealth Asset Management
Minnesota
$1.21M +$21.1K +222 +2%
PPG
1185
Peak Planning Group
Colorado
$1.2M +$1.14M +12,047 New
SMC
1186
Smith, Moore & Co
Missouri
$1.2M -$202K -2,131 -15%
PCS
1187
Personal CFO Solutions
New Jersey
$1.2M +$67.9K +716 +6%
RSWM
1188
Robertson Stephens Wealth Management
California
$1.2M +$20.1K +212 +2%
EW
1189
Evoke Wealth
California
$1.19M +$62.8K +662 +6%
SAM
1190
Summit Asset Management
Tennessee
$1.19M -$9.49K -100 -0.8%
CA
1191
Cullinan Associates
Kentucky
$1.19M – – –
HP
1192
Havemeyer Place
Connecticut
$1.19M +$1.13M +11,882 New
HFM
1193
Harvest Fund Management
China
$1.19M +$140K +1,474 +14%
TDB
1194
Thompson David Blair
$1.19M +$1.13M +11,869 New
RA
1195
RFG Advisory
Alabama
$1.18M -$138K -1,454 -11%
ZBNA
1196
Zions Bancorporation, National Association
Utah
$1.18M +$586K +6,179 +109%
GIA
1197
Gladstone Institutional Advisory
Florida
$1.18M +$108K +1,136 +11%
LWM
1198
Lodestone Wealth Management
Washington
$1.18M +$3.23K +34 +0.3%
CA
1199
Capital Advantage
California
$1.17M +$90.4K +953 +9%
GCP
1200
GSA Capital Partners
United Kingdom
$1.17M +$800K +8,430 +260%
46 47
48
49 50