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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1401
Mystic Asset Management
Rhode Island
$251K +$9.07K +150 +3%
HS
1402
Horan Securities
United States
$251K +$5.38K +89 +2%
VCM
1403
Violich Capital Management
California
$249K -$396K -6,550 -59%
BPWM
1404
Badgley Phelps Wealth Managers
Washington
$249K – – –
BFG
1405
Berger Financial Group
Minnesota
$248K -$25.3K -418 -8%
S
1406
SimplyRich
California
$247K – – –
PWM
1407
Peterson Wealth Management
Nevada
$245K -$274K -4,540 -50%
AWM
1408
Accurate Wealth Management
Florida
$243K +$14.1K +234 +5%
DFA
1409
Delta Financial Advisors
Louisiana
$243K – – –
JWCA
1410
J.W. Cole Advisors
Florida
$243K -$6.35K -105 -2%
WG
1411
Welch Group
Alabama
$242K +$665 +11 +0.2%
KWS
1412
Keystone Wealth Services
California
$242K +$266K +4,401 New
APA
1413
Astoria Portfolio Advisors
New York
$241K -$16.8K -278 -6%
AC
1414
Avestar Capital
New York
$241K +$10.2K +168 +4%
IIA
1415
Integral Investment Advisors
California
$241K +$3.44K +57 +1%
TF
1416
Tompkins Financial
New York
$239K -$35.2K -582 -12%
ACA
1417
Affinity Capital Advisors
California
$239K -$604 -10 -0.2%
SAG
1418
SageView Advisory Group
California
$239K +$2.66K +44 +1%
WB
1419
WesBanco Bank
West Virginia
$238K +$262K +4,340 New
DS
1420
DRW Securities
Illinois
$238K -$673K -11,143 -72%
LNB
1421
Ledyard National Bank
$236K – – –
RCA
1422
Reitz Capital Advisors
Michigan
$235K +$29.3K +485 +12%
SFP
1423
Sweet Financial Partners
Minnesota
$235K – – –
GWM
1424
Gray Wealth Management
Maine
$235K +$23.8K +394 +10%
VCA
1425
Verdence Capital Advisors
Maryland
$235K +$258K +4,272 New
55 56
57
58 59