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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
1426
Badgley Phelps Wealth Managers
Washington
$257K – – –
VC
1427
Veracity Capital
Georgia
$257K +$24.7K +471 +12%
JWCA
1428
J.W. Cole Advisors
Florida
$256K +$237K +4,524 New
CAS
1429
CTC Alternative Strategies
Illinois
$255K +$236K +4,500 New
S
1430
SimplyRich
California
$255K -$1.62K -31 -0.7%
BC
1431
Barnett & Company
Tennessee
$254K +$235K +4,487 New
EP
1432
Edgestream Partners
New Jersey
$254K +$234K +4,477 New
HS
1433
Horan Securities
United States
$254K +$222K +4,231 +1,741%
SA
1434
Syntax Advisors
New York
$252K +$5.87K +112 +3%
VCG
1435
Vantage Consulting Group
Virginia
$252K +$5.87K +112 +3%
PWS
1436
Peterson Wealth Services
Utah
$252K +$231K +4,413 New
TCA
1437
Transcend Capital Advisors
New Jersey
$251K +$22.6K +431 +11%
AWM
1438
Accurate Wealth Management
Florida
$251K +$225K +4,288 New
MG
1439
Mather Group
Illinois
$251K +$17.9K +342 +8%
DFA
1440
Delta Financial Advisors
Louisiana
$251K -$13.6K -259 -6%
MAM
1441
Mystic Asset Management
Rhode Island
$250K +$231K +4,417 New
KA
1442
Kovack Advisors
Florida
$250K +$231K +4,405 New
WG
1443
Welch Group
Alabama
$250K +$681 +13 +0.3%
BJL
1444
Brighton Jones LLC
Washington
$249K +$230K +4,388 New
ACA
1445
Affinity Capital Advisors
California
$247K -$4.35K -83 -2%
AIP
1446
Almanack Investment Partners
Pennsylvania
$246K +$228K +4,348 New
LAM
1447
L2 Asset Management
Massachusetts
$246K +$15.8K +302 +7%
EWM
1448
Endurance Wealth Management
Rhode Island
$246K +$7.86K +150 +4%
BAAM
1449
Baker Avenue Asset Management
California
$246K -$617K -11,785 -73%
MC
1450
Miramar Capital
Illinois
$246K +$227K +4,332 New
56 57
58
59 60