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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MTIM
1251
Marathon Trading Investment Management
Pennsylvania
$428K -$3.88M -74,165 -91%
KWA
1252
Kingswood Wealth Advisors
California
$427K +$395K +7,540 New
BMCM
1253
Black Maple Capital Management
Wisconsin
$425K -$1.56M -29,800 -80%
CWS
1254
Cypress Wealth Services
California
$425K +$157K +2,988 +70%
QP
1255
Quilter Plc
United Kingdom
$425K +$22.4K +428 New
SPI
1256
Sutton Place Investors
New York
$424K +$3.35K +64 +0.9%
BIC
1257
Beach Investment Counsel
Pennsylvania
$424K -$19K -362 -5%
RWM
1258
Ritholtz Wealth Management
New York
$424K +$125K +2,388 +47%
RWB
1259
RMR Wealth Builders
New Jersey
$423K +$51.8K +989 +15%
SCM
1260
Stevens Capital Management
Pennsylvania
$423K +$391K +7,465 New
EI
1261
Ellevest Inc
New York
$423K +$137K +2,622 +54%
CC
1262
Cannell & Co
New York
$421K -$766K -14,625 -66%
T
1263
TRUADVICE
Florida
$420K +$341K +6,501 New
CCM
1264
Carlson Capital Management
Minnesota
$417K +$6.44K +123 +2%
FMLI
1265
Fukoku Mutual Life Insurance
Japan
$416K – – –
CWM
1266
Circle Wealth Management
New Jersey
$416K +$5.55K +106 +1%
BFA
1267
Bragg Financial Advisors
North Carolina
$416K – – –
IFA
1268
Index Fund Advisors
California
$413K +$2.62K +50 +0.7%
RCAG
1269
Rehmann Capital Advisory Group
Michigan
$412K +$2.83K +54 +0.7%
PMFA
1270
Plante Moran Financial Advisors
Michigan
$411K +$67.2K +1,283 +21%
PP
1271
PDS Planning
Ohio
$410K +$126K +2,403 +50%
GPA
1272
Garrison Point Advisors
California
$403K -$4.19K -80 -1%
CW
1273
Connectus Wealth
Ohio
$403K -$3.27M -62,369 -90%
SBIA
1274
Sheaff Brock Investment Advisors
Indiana
$402K -$275K -5,243 -43%
IAIM
1275
International Assets Investment Management
Florida
$395K +$1.89K +36 +0.5%
49 50
51
52 53