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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1701
Greenspring Advisors
Maryland
$353K +$25.8K +263 +8%
FFM
1702
Forum Financial Management
Illinois
$353K -$1.67M -17,041 -82%
GWAG
1703
Garrett Wealth Advisory Group
Texas
$352K +$119K +1,215 +48%
NHT
1704
New Hampshire Trust
New Hampshire
$350K -$80.7K -823 -18%
KFC
1705
Klingenstein Fields & Co
New York
$348K -$18.8K -192 -5%
AIFAIM
1706
American Institute for Advanced Investment Management
Arizona
$347K – – –
KA
1707
Kovack Advisors
Florida
$346K -$23K -235 -6%
TWM
1708
TriaGen Wealth Management
California
$346K – – –
CA
1709
Cornerstone Advisory
Maryland
$346K +$41.1K +419 +13%
CCG
1710
Coastwise Capital Group
California
$345K -$107K -1,091 -23%
SIM
1711
Studio Investment Management
Illinois
$345K -$588 -6 -0.2%
CA
1712
CoreCap Advisors
Michigan
$345K -$97.3K -992 -21%
MGWM
1713
Marks Group Wealth Management
Minnesota
$345K -$4.9K -50 -1%
CK
1714
Cohen Klingenstein
New York
$344K – – –
SFC
1715
SYM Financial Corp
Indiana
$343K +$29.5K +301 +9%
QC
1716
Quent Capital
New York
$342K +$4.41K +45 +1%
PCS
1717
Private Client Services
Kentucky
$341K +$1.47K +15 +0.4%
FWA
1718
Fulcrum Wealth Advisors
Washington
$339K +$981 +10 +0.3%
FCM
1719
Fire Capital Management
California
$338K – – –
FCMT
1720
Founders Capital Management (Texas)
Texas
$337K – – –
MWM
1721
Marion Wealth Management
Pennsylvania
$336K -$9.41K -96 -3%
HFM
1722
Harvest Fund Management
China
$336K -$813K -8,292 -70%
RIP
1723
RAM Investment Partners
Washington
$335K +$39.3K +401 +13%
DFA
1724
Delta Financial Advisors
Louisiana
$334K +$24.5K +250 +8%
SF
1725
Sun Financial
Utah
$333K -$6.18K -63 -2%
67 68
69
70 71