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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1301
West Financial Advisors
Iowa
$830K – – –
KCM
1302
Kathmere Capital Management
Pennsylvania
$823K -$120K -1,313 -13%
AWM
1303
Avondale Wealth Management
Texas
$821K – – –
HAG
1304
HighPoint Advisor Group
Illinois
$820K -$115K -1,261 -12%
DKCM
1305
Davidson Kahn Capital Management
California
$819K -$32.6K -358 -4%
SOS
1306
Silver Oak Securities
Tennessee
$818K +$80.8K +886 +11%
SI
1307
Scharf Investments
California
$817K +$808K +8,859 New
JFGIW
1308
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$816K -$290K -3,180 -26%
QWM
1309
Quadcap Wealth Management
Texas
$814K +$14.1K +155 +2%
TWA
1310
TCI Wealth Advisors
Arizona
$813K -$40.8K -447 -5%
MF
1311
Manchester Financial
California
$813K – – –
JIC
1312
Joel Isaacson & Co
New York
$813K +$7.39K +81 +0.9%
MWM
1313
Modern Wealth Management
Kansas
$813K +$5.29K +58 +0.7%
SPI
1314
Sutton Place Investors
New York
$813K -$912 -10 -0.1%
HCA
1315
Hyperion Capital Advisors
New York
$809K – – –
FFM
1316
Fullerton Fund Management
Singapore
$807K +$307K +3,367 +63%
CCA
1317
Cypress Capital Advisors
Tennessee
$807K -$24.4K -268 -3%
LWCFA
1318
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$806K -$135K -1,480 -14%
SGI
1319
Summit Global Investments
Utah
$805K +$107K +1,169 +15%
HAM
1320
Hedges Asset Management
Nevada
$803K +$793K +8,700 New
NEWAS
1321
N.E.W. Advisory Services
Wisconsin
$801K +$3.28K +36 +0.4%
IIA
1322
Integral Investment Advisors
California
$799K -$17.5K -192 -2%
OPWM
1323
Oregon Pacific Wealth Management
Oregon
$793K -$13.6K -149 -2%
LIM
1324
Leavell Investment Management
Alabama
$791K -$50.2K -551 -6%
BFWM
1325
Bright Futures Wealth Management
New York
$791K -$91.7K -1,005 -10%
51 52
53
54 55