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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
1301
Platform Technology Partners
New York
$538K +$3.53K +45 +0.7%
MWM
1302
Mission Wealth Management
California
$537K +$48.3K +615 +10%
GPA
1303
Garrison Point Advisors
California
$537K -$15.7K -200 -3%
AAM
1304
Auxier Asset Management
Oregon
$536K – – –
LCM
1305
Lazari Capital Management
California
$536K -$115K -1,466 -18%
SEIA
1306
Signature Estate & Investment Advisors
California
$535K +$18.4K +234 +4%
TSMHT
1307
Thurston Springer Miller Herd & Titak
Indiana
$535K +$66K +841 +14%
LC
1308
LCNB Corp
Ohio
$533K +$7.85K +100 +1%
SFS
1309
Sowell Financial Services
Arkansas
$533K +$534K +6,803 New
PMFA
1310
Plante Moran Financial Advisors
Michigan
$530K -$1.65K -21 -0.3%
IFG
1311
Independent Financial Group
California
$529K -$80.7K -1,028 -13%
PCM
1312
Pointe Capital Management
Michigan
$528K -$141K -1,795 -21%
ECM
1313
Exchange Capital Management
Michigan
$528K +$135K +1,717 +34%
FMLI
1314
Fukoku Mutual Life Insurance
Japan
$526K – – –
IFU
1315
iSAM Funds (UK)
United Kingdom
$526K +$158K +2,010 +43%
HFM
1316
Harvest Fund Management
China
$525K +$86K +1,096 +20%
CAG
1317
Csenge Advisory Group
Florida
$524K +$392 +5 +0.1%
MFA
1318
Mayflower Financial Advisors
Massachusetts
$524K -$40.7K -519 -7%
CGH
1319
CMG Global Holdings
Texas
$523K -$473K -6,024 -48%
TC
1320
TAGStone Capital
North Carolina
$522K -$10.8K -137 -2%
BTW
1321
Boston Trust Walden
Massachusetts
$522K – – –
DWM
1322
Defined Wealth Management
Oregon
$521K -$706 -9 -0.1%
KP
1323
Keel Point
Alabama
$520K +$132K +1,685 +34%
MA
1324
MCF Advisors
Kentucky
$519K +$2.12K +27 +0.4%
5W
1325
5T Wealth
California
$519K -$314 -4 -0.1%
51 52
53
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