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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
801
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$464K +$258K +5,845 +149%
EWM
802
Elmwood Wealth Management
California
$462K -$48K -1,090 -10%
WPW
803
Waldron Private Wealth
Pennsylvania
$459K +$33.3K +755 +8%
NO
804
Ninety One
South Africa
$455K – – –
CWP
805
Capital Wealth Planning
Florida
$452K +$19.3K +437 +5%
HFS
806
Howard Financial Services
Texas
$452K +$110K +2,503 +36%
MIP
807
Marietta Investment Partners
Wisconsin
$451K – – –
CWM
808
Confluence Wealth Management
Oregon
$450K -$17.5K -398 -4%
CM
809
Castleark Management
Illinois
$445K – – –
TCOV
810
Trust Company of Vermont
Vermont
$436K -$239K -5,429 -37%
IHL
811
Investment House LLC
California
$435K -$101K -2,293 -20%
IAA
812
Independent Advisor Alliance
North Carolina
$433K -$23.6K -536 -6%
LWM
813
Loveless Wealth Management
Montana
$433K +$406K +9,215 New
LS
814
Livforsakringsbolaget Skandia
Sweden
$429K -$207K -4,700 -34%
BFA
815
Bragg Financial Advisors
North Carolina
$428K – – –
KPCM
816
Kings Point Capital Management
New York
$428K +$1.15K +26 +0.3%
GFP
817
Gryphon Financial Partners
Ohio
$427K -$1.94K -44 -0.5%
KWM
818
Kingsview Wealth Management
Oregon
$415K +$353 +8 +0.1%
BDF
819
Balasa Dinverno & Foltz
$413K +$8.68K +197 +2%
EFS
820
Essex Financial Services
Connecticut
$407K -$42.8K -972 -10%
MGIA
821
Moneta Group Investment Advisors
Missouri
$405K -$19.8K -449 -5%
PWM
822
Perigon Wealth Management
California
$404K +$34.9K +792 +10%
PP
823
PagnatoKarp Partners
Virginia
$403K +$7.98K +181 +2%
TWA
824
TCI Wealth Advisors
Arizona
$403K +$19.4K +439 +5%
GLR
825
Great Lakes Retirement
Ohio
$403K +$372K +8,429 New
31 32
33
34 35