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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
851
Capital Advantage
California
$235K -$895 -25 -0.4%
EMG
852
ETF Managers Group
New Jersey
$235K +$257K +7,162 New
FMLI
853
Fukoku Mutual Life Insurance
Japan
$234K – – –
OCG
854
Opus Capital Group
Ohio
$234K – – –
WP
855
WealthSource Partners
California
$231K +$245K +6,835 New
SSWM
856
Sheets Smith Wealth Management
North Carolina
$230K +$21.7K +605 +10%
QCM
857
Quest Capital Management
Texas
$229K -$32.4K -904 -12%
PA
858
Parallel Advisors
California
$229K +$42.6K +1,189 +21%
CG
859
Cutler Group
California
$229K +$244K +6,800 New
MAFM
860
Mid Atlantic Financial Management
Pennsylvania
$226K -$34.5K -963 -13%
BPB
861
Badgley, Phelps & Bell
Washington
$224K -$9.71K -271 -4%
TA
862
Tiedemann Advisors
New York
$224K +$237K +6,609 New
CA
863
Cetera Advisors
Colorado
$223K -$9.92K -277 -4%
LFA
864
Lighthouse Financial Advisors
Maryland
$223K +$237K +6,617 New
ACS
865
Archford Capital Strategies
Illinois
$223K +$237K +6,623 New
KWM
866
Kingsview Wealth Management
Oregon
$222K -$71.1K -1,986 -23%
NSB
867
Norway Savings Bank
Maine
$222K -$10K -280 -4%
IAA
868
Independent Advisor Alliance
North Carolina
$221K -$89.7K -2,503 -28%
OPS
869
Orion Portfolio Solutions
Nebraska
$221K -$37.8K -1,056 -14%
CWM
870
Concentric Wealth Management
California
$220K -$36.9K -1,030 -14%
IHL
871
Investment House LLC
California
$218K -$85.1K -2,377 -27%
HCMT
872
Highland Capital Management (Tennessee)
Tennessee
$215K -$1.04K -29 -0.5%
CAG
873
Csenge Advisory Group
Florida
$215K +$229K +6,386 New
EWM
874
Empirical Wealth Management
Washington
$213K -$19.7K -550 -8%
QSS
875
Quantitative Systematic Strategies
Florida
$212K +$225K +6,275 New
33 34
35
36 37