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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
KLWA
701
Kelly Lawrence W & Associates
California
$847K -$117K -2,589 -14%
SC
702
SRB Corp
Massachusetts
$847K -$46.9K -1,037 -6%
PWM
703
Perigon Wealth Management
California
$847K +$211K +4,653 +41%
IIM
704
InTrack Investment Management
Vermont
$841K +$718K +15,850 New
KFS
705
Kaizen Financial Strategies
California
$840K +$717K +15,842 New
KAS
706
Kestra Advisory Services
Texas
$837K +$719K +15,876 +15,876%
CT
707
Caldwell Trust
Florida
$826K -$4.53K -100 -0.6%
FIM
708
Fruth Investment Management
Texas
$815K +$696K +15,379 New
PWA
709
Providence Wealth Advisors
Illinois
$814K +$21.5K +475 +3%
DIM
710
Delta Investment Management
California
$813K +$16.8K +372 +2%
HWA
711
HCR Wealth Advisors
California
$811K +$4.44K +98 +0.6%
AIL
712
AGF Investments LLC
Ontario, Canada
$809K -$1.06M -23,470 -61%
SRC
713
Sage Rhino Capital
California
$808K +$7.29K +161 +1%
CAM
714
Cresset Asset Management
Illinois
$795K -$29.4K -650 -4%
MOS
715
MGO One Seven
Ohio
$795K +$112K +2,471 +20%
HI
716
Horizon Investments
North Carolina
$793K +$277K +6,122 +69%
NA
717
NewEdge Advisors
Louisiana
$792K +$147K +3,250 +28%
FA
718
FDx Advisors
Illinois
$791K -$71.3K -1,575 -10%
SWM
719
SeaCrest Wealth Management
New York
$786K +$34.8K +768 +5%
MCCP
720
Mission Creek Capital Partners
California
$782K +$245K +5,414 +58%
GT
721
Greenleaf Trust
Michigan
$782K +$320K +7,060 +92%
AIA
722
Avalon Investment & Advisory
Texas
$780K -$17.7K -390 -3%
RA
723
Royce & Associates
New York
$778K +$284K +6,271 +75%
SFO
724
Standard Family Office
South Dakota
$778K +$664K +14,659 New
UCI
725
Uncommon Cents Investing
Wisconsin
$774K – – –
27 28
29
30 31