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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
1451
HC Financial Advisors
California
$38K +$88 +1 +0.2%
M1FG
1452
Mach-1 Financial Group
Arkansas
$37K -$14K -159 -26%
FCG
1453
Financial Connections Group
California
$37K – – –
BFG
1454
Baron Financial Group
New Jersey
$36.7K – – –
CWA
1455
Carolina Wealth Advisors
South Carolina
$35K – – –
KC
1456
Knuff & Co
California
$34K – – –
JWA
1457
JFS Wealth Advisors
Pennsylvania
$34K +$11.9K +135 +51%
TCM
1458
Tradewinds Capital Management
Washington
$33K +$88 +1 +0.3%
JPLA
1459
Joseph P. Lucia & Associates
New York
$33K +$34.3K +390 New
AP
1460
Arlington Partners
Alabama
$32K – – –
WAM
1461
Worth Asset Management
Texas
$32K +$44K +500 New
WTA
1462
Washington Trust Advisors
Massachusetts
$31K -$12.4K -141 -28%
AWM
1463
AllSquare Wealth Management
New York
$30K +$792 +9 +3%
RBC
1464
Roble Belko & Company
Pennsylvania
$30K +$30.8K +350 New
EIM
1465
Essex Investment Management
Massachusetts
$29K – – –
LAS
1466
Lloyd Advisory Services
Georgia
$29K – – –
CM
1467
Caption Management
Oklahoma
$29K +$30K +341 New
HS
1468
Horan Securities
United States
$27K – – –
IBOK
1469
Independence Bank of Kentucky
Kentucky
$27K – – –
GI
1470
Gradient Investments
Minnesota
$27K +$5.72K +65 +26%
PGAM
1471
Princeton Global Asset Management
New Jersey
$27K +$14.4K +164 +104%
SWM
1472
Sugarloaf Wealth Management
Georgia
$26K -$58.8K -669 -68%
SC
1473
Steph & Co
Wisconsin
$25K – – –
BAM
1474
Bellevue Asset Management
Washington
$24K -$22.6K -257 -48%
SC
1475
Sierra Capital
Florida
$24K -$3.78K -43 -13%
57 58
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60 61