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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
1301
TCI Wealth Advisors
Arizona
$813K -$40.8K -447 -5%
MF
1302
Manchester Financial
California
$813K – – –
JIC
1303
Joel Isaacson & Co
New York
$813K +$7.39K +81 +0.9%
MWM
1304
Modern Wealth Management
Kansas
$813K +$5.29K +58 +0.7%
SPI
1305
Sutton Place Investors
New York
$813K -$912 -10 -0.1%
HCA
1306
Hyperion Capital Advisors
New York
$809K – – –
FFM
1307
Fullerton Fund Management
Singapore
$807K +$307K +3,367 +63%
CCA
1308
Cypress Capital Advisors
Tennessee
$807K -$24.4K -268 -3%
LWCFA
1309
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$806K -$135K -1,480 -14%
SGI
1310
Summit Global Investments
Utah
$805K +$107K +1,169 +15%
HAM
1311
Hedges Asset Management
Nevada
$803K +$793K +8,700 New
NEWAS
1312
N.E.W. Advisory Services
Wisconsin
$801K +$3.28K +36 +0.4%
IIA
1313
Integral Investment Advisors
California
$799K -$17.5K -192 -2%
OPWM
1314
Oregon Pacific Wealth Management
Oregon
$793K -$13.6K -149 -2%
LIM
1315
Leavell Investment Management
Alabama
$791K -$50.2K -551 -6%
BFWM
1316
Bright Futures Wealth Management
New York
$791K -$91.7K -1,005 -10%
BPW
1317
BlueDoor Private Wealth
Massachusetts
$790K +$4.2K +46 +0.5%
RCG
1318
Regatta Capital Group
California
$790K -$21.1K -231 -3%
TC
1319
TownSquare Capital
Utah
$785K +$44.1K +484 +6%
CIA
1320
Capital Investment Advisors
Georgia
$785K -$49.5K -543 -6%
BCM
1321
Boltwood Capital Management
California
$781K +$38.6K +423 +5%
SPC
1322
Sigma Planning Corp
Michigan
$779K -$919K -10,073 -54%
ACA
1323
Atlas Capital Advisors
Wyoming
$777K +$666K +7,306 +654%
IFG
1324
Independent Financial Group
California
$776K +$41.8K +458 +6%
FCP
1325
Fidelis Capital Partners
Florida
$774K -$23.5K -258 -3%
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