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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1201
Axxcess Wealth Management
California
$274K +$264K +3,262 New
AAM
1202
Autus Asset Management
Arizona
$273K – – –
AFP
1203
Ausdal Financial Partners
Iowa
$273K +$81 +1 +0%
VV
1204
Verity & Verity
South Carolina
$272K – – –
WWP
1205
Waypoint Wealth Partners
California
$271K +$261K +3,228 New
TFS
1206
TrustCore Financial Services
Tennessee
$270K -$78.7K -973 -23%
PTC
1207
Private Trust Company
Ohio
$270K -$35.3K -436 -12%
CIP
1208
Convergence Investment Partners
Florida
$270K -$17.3K -214 -6%
BAM
1209
Brave Asset Management
New Jersey
$269K – – –
CWC
1210
Carolinas Wealth Consulting
North Carolina
$266K -$23.8K -294 -9%
IF
1211
Intrua Financial
Texas
$263K -$16.2K -200 -6%
EFS
1212
Essex Financial Services
Connecticut
$262K -$23.6K -292 -9%
FC
1213
Financial Consulate
Maryland
$261K -$485 -6 -0.2%
CWM
1214
C2C Wealth Management
Arizona
$260K +$251K +3,100 New
NAMP
1215
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$259K – – –
DIM
1216
Delta Investment Management
California
$259K +$16.4K +203 +7%
NP
1217
NorthRock Partners
Minnesota
$258K +$248K +3,062 New
IC
1218
Intersect Capital
California
$257K +$20K +247 +9%
WA
1219
Waverly Advisors
Alabama
$256K +$31.3K +387 +16%
WW
1220
Westshore Wealth
California
$255K – – –
AIP
1221
Almanack Investment Partners
Pennsylvania
$255K +$3.4K +42 +1%
MCM
1222
Manchester Capital Management
Vermont
$254K -$34.3K -424 -12%
VAM
1223
Verity Asset Management
North Carolina
$254K +$81 +1 +0%
SAM
1224
Silvercrest Asset Management
New York
$253K +$10.3K +127 +4%
MC
1225
Machina Capital
France
$252K +$243K +3,000 New
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