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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1476
Alta Advisers
United Kingdom
$295K – – –
SMH
1477
Sanders Morris Harris
Texas
$295K – – –
SIM
1478
Studio Investment Management
Illinois
$294K +$10.6K +143 +4%
PWMG
1479
Prestige Wealth Management Group
New Jersey
$292K +$278K +3,758 +1,842%
VST
1480
Van Strum & Towne
California
$291K – – –
BAM
1481
Boyar Asset Management
New York
$291K – – –
CAAS
1482
Capital Asset Advisory Services
Michigan
$290K +$46.2K +626 +19%
BFG
1483
Berger Financial Group
Minnesota
$290K -$49.7K -673 -15%
DAM
1484
Doheny Asset Management
California
$290K -$11.1K -150 -4%
LWM
1485
LongView Wealth Management
Georgia
$290K +$517 +7 +0.2%
JWCA
1486
J.W. Cole Advisors
Florida
$290K -$96.8K -1,310 -25%
CCWM
1487
Cassaday & Co Wealth Management
Virginia
$289K +$16K +217 +6%
JSW
1488
Journey Strategic Wealth
New Jersey
$288K +$288K +3,903 New
OTL
1489
Oak Thistle LLC
New York
$287K +$288K +3,900 New
KFC
1490
Klingenstein Fields & Co
New York
$287K – – –
OL
1491
OneFund LLC
Florida
$287K +$4.43K +60 +2%
KA
1492
Kovack Advisors
Florida
$287K +$287K +3,889 New
SCP
1493
Sivia Capital Partners
California
$286K +$29.4K +398 +11%
WW
1494
Westshore Wealth
California
$285K -$2.07K -28 -0.7%
SBF
1495
Sara-Bay Financial
Florida
$284K +$285K +3,854 New
AIFAIM
1496
American Institute for Advanced Investment Management
Arizona
$282K – – –
AWM
1497
Aberdeen Wealth Management
Illinois
$281K -$111K -1,499 -28%
OC
1498
Oarsman Capital
Wisconsin
$281K – – –
FRA
1499
Front Row Advisors
California
$281K +$266K +3,601 +1,715%
OCG
1500
Opus Capital Group
Ohio
$277K +$886 +12 +0.3%
58 59
60
61 62