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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
1301
Integral Investment Advisors
California
$925K +$186K +1,957 +27%
RIG
1302
RiverFront Investment Group
Virginia
$913K +$2.75K +29 +0.3%
TGIA
1303
Torrey Growth & Income Advisors
California
$912K -$510K -5,380 -37%
CCA
1304
Cypress Capital Advisors
Tennessee
$912K +$308K +3,246 +55%
OCM
1305
One Capital Management
California
$911K +$8.54K +90 +1%
SWA
1306
Sax Wealth Advisors
New Jersey
$909K -$30.7K -324 -3%
KWM
1307
Keebeck Wealth Management
Illinois
$909K +$31.5K +332 +4%
AWA
1308
Ark Wealth Advisors
California
$907K +$862K +9,081 New
TSS
1309
Two Sigma Securities
New York
$906K +$860K +9,064 New
SPI
1310
Sutton Place Investors
New York
$901K +$9.11K +96 +1%
KA
1311
Kearns & Associates
California
$899K – – –
KCP
1312
Kera Capital Partners
California
$899K +$168K +1,766 +26%
JIC
1313
Joel Isaacson & Co
New York
$897K +$569 +6 +0.1%
CWA
1314
Canvas Wealth Advisors
Kansas
$894K -$11.8K -124 -1%
AWM
1315
Avondale Wealth Management
Texas
$889K +$28.5K +300 +3%
MF
1316
Manchester Financial
California
$888K – – –
RCG
1317
Regatta Capital Group
California
$885K +$1.14K +12 +0.1%
AA
1318
Apriem Advisors
California
$884K +$99.4K +1,048 +13%
SWM
1319
SeaCrest Wealth Management
New York
$882K -$91.8K -968 -10%
VCM
1320
Virtue Capital Management
Tennessee
$879K +$92.3K +973 +13%
FMLI
1321
Fukoku Mutual Life Insurance
Japan
$877K +$270K +2,849 +48%
CWS
1322
Cypress Wealth Services
California
$868K +$7.4K +78 +0.9%
WAP
1323
Wealthcare Advisory Partners
Pennsylvania
$865K +$17.8K +188 +2%
AU
1324
AlphaGrep UK
$865K +$822K +8,660 New
MWM
1325
Modern Wealth Management
Kansas
$864K +$174K +1,835 +27%
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