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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
1201
Sheaff Brock Investment Advisors
Indiana
$509K +$30.2K +460 +6%
WAM
1202
WNY Asset Management
New York
$509K -$9K -137 -2%
KHCM
1203
Kirtland Hills Capital Management
Ohio
$508K -$788 -12 -0.2%
IGAM
1204
iA Global Asset Management
Quebec, Canada
$505K +$13.2K +201 +3%
IB
1205
Intrust Bank
Kansas
$501K -$11.3K -172 -2%
AWM
1206
Axxcess Wealth Management
California
$500K -$262K -3,991 -34%
AA
1207
Apriem Advisors
California
$500K -$19.6K -298 -4%
LWM
1208
Lyell Wealth Management
California
$500K – – –
PP
1209
PDS Planning
Ohio
$500K -$3.35K -51 -0.7%
AIM
1210
Athena Investment Management
California
$500K – – –
SSWM
1211
Sheets Smith Wealth Management
North Carolina
$498K – – –
LFM
1212
LGT Fund Management
Liechtenstein
$497K +$126K +1,913 +32%
SPC
1213
Sigma Planning Corp
Michigan
$495K -$186K -2,824 -27%
HI
1214
Harbour Investments
Wisconsin
$493K +$32.4K +493 +7%
MM
1215
MQS Management
New York
$489K +$496K +7,550 New
CAG
1216
Csenge Advisory Group
Florida
$488K -$57.1K -870 -11%
PCM
1217
Pointe Capital Management
Michigan
$488K – – –
IWM
1218
IHT Wealth Management
Illinois
$485K -$32.9K -501 -6%
VWM
1219
Vivid Wealth Management
Iowa
$483K -$252K -3,835 -34%
OWA
1220
Octavia Wealth Advisors
Ohio
$481K +$41.3K +628 +9%
RWB
1221
RMR Wealth Builders
New Jersey
$480K -$1.64K -25 -0.3%
NEWAS
1222
N.E.W. Advisory Services
Wisconsin
$479K +$186K +2,834 +62%
LA
1223
Legacy Advisors
Pennsylvania
$479K +$27.1K +412 +6%
CGA
1224
Crescent Grove Advisors
Illinois
$474K -$13.1K -200 -3%
OPA
1225
Old Port Advisors
Maine
$474K -$9K -137 -2%
47 48
49
50 51