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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1201
Jacobi Capital Management
Pennsylvania
$274K +$8.33K +103 +3%
AWM
1202
Axxcess Wealth Management
California
$274K +$264K +3,262 New
AAM
1203
Autus Asset Management
Arizona
$273K – – –
AFP
1204
Ausdal Financial Partners
Iowa
$273K +$81 +1 +0%
VV
1205
Verity & Verity
South Carolina
$272K – – –
WWP
1206
Waypoint Wealth Partners
California
$271K +$261K +3,228 New
TFS
1207
TrustCore Financial Services
Tennessee
$270K -$78.7K -973 -23%
PTC
1208
Private Trust Company
Ohio
$270K -$35.3K -436 -12%
CIP
1209
Convergence Investment Partners
Florida
$270K -$17.3K -214 -6%
BAM
1210
Brave Asset Management
New Jersey
$269K – – –
CWC
1211
Carolinas Wealth Consulting
North Carolina
$266K -$23.8K -294 -9%
IF
1212
Intrua Financial
Texas
$263K -$16.2K -200 -6%
EFS
1213
Essex Financial Services
Connecticut
$262K -$23.6K -292 -9%
FC
1214
Financial Consulate
Maryland
$261K -$485 -6 -0.2%
CWM
1215
C2C Wealth Management
Arizona
$260K +$251K +3,100 New
NAMP
1216
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$259K – – –
DIM
1217
Delta Investment Management
California
$259K +$16.4K +203 +7%
NP
1218
NorthRock Partners
Minnesota
$258K +$248K +3,062 New
IC
1219
Intersect Capital
California
$257K +$20K +247 +9%
WA
1220
Waverly Advisors
Alabama
$256K +$31.3K +387 +16%
WW
1221
Westshore Wealth
California
$255K – – –
AIP
1222
Almanack Investment Partners
Pennsylvania
$255K +$3.4K +42 +1%
MCM
1223
Manchester Capital Management
Vermont
$254K -$34.3K -424 -12%
VAM
1224
Verity Asset Management
North Carolina
$254K +$81 +1 +0%
SAM
1225
Silvercrest Asset Management
New York
$253K +$10.3K +127 +4%
47 48
49
50 51