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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
1401
Stokes Family Office
Louisiana
$719K +$21.3K +225 +3%
HWMO
1402
Heritage Wealth Management (Ohio)
Ohio
$717K -$21.7K -229 -3%
KP
1403
Keel Point
Alabama
$712K -$162K -1,711 -19%
S
1404
Sunpointe
Missouri
$710K +$54.4K +573 +9%
AL
1405
ARWA LLC
Texas
$707K +$672K +7,081 New
UIM
1406
Unified Investment Management
Georgia
$705K -$10.1K -106 -1%
BA
1407
Bridgewater Advisors
New York
$704K +$5.31K +56 +0.8%
BWP
1408
Burling Wealth Partners
Illinois
$703K -$28.5K -300 -4%
NW
1409
Naviter Wealth
Arkansas
$700K – – –
OPCM
1410
Osborne Partners Capital Management
California
$697K -$177K -1,869 -21%
PTP
1411
Platform Technology Partners
New York
$697K +$12.2K +129 +2%
CAM
1412
Cozad Asset Management
Illinois
$692K – – –
PI
1413
PFG Investments
New York
$692K -$13.5K -142 -2%
MJRIC
1414
Mogy Joel R Investment Counsel
California
$689K – – –
SM
1415
Sweeney & Michel
California
$689K +$66.2K +698 +11%
CPA
1416
Capital Performance Advisors
California
$686K +$331K +3,492 +103%
IB
1417
Intrust Bank
Kansas
$685K -$5.5K -58 -0.8%
SRA
1418
Secured Retirement Advisors
Minnesota
$684K +$8.63K +91 +1%
ACM
1419
Arcataur Capital Management
Wisconsin
$682K +$6.64K +70 +1%
CCA
1420
Coign Capital Advisors
Utah
$681K +$22.7K +239 +4%
GPA
1421
Garrison Point Advisors
California
$681K – – –
DWM
1422
Defined Wealth Management
Oregon
$680K +$5.88K +62 +0.9%
AA
1423
Alta Advisers
United Kingdom
$676K -$180K -1,900 -22%
JF
1424
Jericho Financial
Ohio
$675K -$133K -1,403 -17%
AAM
1425
Auxier Asset Management
Oregon
$674K -$9.49K -100 -1%
55 56
57
58 59