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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
1251
Premier Path Wealth Partners
New Jersey
$797K +$77.2K +922 +12%
KP
1252
Keel Point
Alabama
$794K +$172K +2,060 +31%
SS
1253
Sunbelt Securities
Texas
$791K -$68.1K -813 -7%
AA
1254
Alta Advisers
United Kingdom
$791K – – –
BTW
1255
Boston Trust Walden
Massachusetts
$791K +$168K +2,004 +30%
QWM
1256
Quadcap Wealth Management
Texas
$791K +$11.4K +136 +2%
DJSG
1257
D.J. St. Germain
Massachusetts
$789K +$26.5K +316 +4%
NEWAS
1258
N.E.W. Advisory Services
Wisconsin
$788K +$88K +1,051 +14%
OPCM
1259
Osborne Partners Capital Management
California
$788K -$32.2K -385 -4%
CWS
1260
Cypress Wealth Services
California
$785K +$24.2K +289 +3%
AWM
1261
Avondale Wealth Management
Texas
$785K – – –
FFS
1262
Founders Financial Securities
Maryland
$782K -$2.93K -35 -0.4%
SIA
1263
SkyView Investment Advisors
New Jersey
$782K -$7.54K -90 -1%
FCP
1264
Fidelis Capital Partners
Florida
$782K +$69.5K +830 +11%
KA
1265
Klingman & Associates
New York
$779K +$230K +2,748 +47%
BWA
1266
Bordeaux Wealth Advisors
California
$775K +$15.2K +182 +2%
HWA
1267
HMV Wealth Advisors
Louisiana
$775K – – –
OPWM
1268
Oregon Pacific Wealth Management
Oregon
$769K -$72K -860 -9%
IF
1269
Ironwood Financial
Arizona
$767K – – –
WAP
1270
Wealthcare Advisory Partners
Pennsylvania
$766K -$9.88K -118 -1%
EFG
1271
Ethos Financial Group
Pennsylvania
$765K +$702K +8,381 New
NMC
1272
Nine Masts Capital
Hong Kong
$763K +$700K +8,362 New
AA
1273
Apriem Advisors
California
$761K +$17.3K +207 +3%
MWM
1274
Modern Wealth Management
Kansas
$760K +$89.8K +1,072 +15%
FB
1275
Fulton Bank
Pennsylvania
$760K -$57.6K -688 -8%
49 50
51
52 53