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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
926
Optimum Investment Advisors
Illinois
$64K +$65.4K +1,221 New
APP
927
Avantax Planning Partners
Iowa
$64K +$65.8K +1,227 New
MMG
928
Monetary Management Group
Missouri
$63K +$21.4K +400 +50%
EFSCE
929
Enterprise Financial Services Corp (EFSC)
Missouri
$62K +$39.9K +745 +166%
BWM
930
Baystate Wealth Management
Massachusetts
$61K -$10.9K -204 -16%
KA
931
Kaizen Advisory
Illinois
$60K – – –
CPIG
932
Chicago Partners Investment Group
Illinois
$58K +$53.6K +1,000 +962%
SBL
933
Sargent Bickham Lagudis
Colorado
$56K -$13.9K -259 -19%
AF
934
Arrow Financial
New York
$56K – – –
MWM
935
MinichMacGregor Wealth Management
New York
$54K -$482 -9 -0.9%
CAM
936
CenterStar Asset Management
Illinois
$52K – – –
FC
937
Ferris Capital
Massachusetts
$52K +$53.4K +997 New
MCM
938
Manchester Capital Management
Vermont
$50K – – –
P8IP
939
Pier 88 Investment Partners
California
$49K +$49.8K +930 New
RAM
940
Riggs Asset Management
Pennsylvania
$47K – – –
GWS
941
Glassman Wealth Services
Virginia
$46K +$8.2K +153 +21%
VCM
942
Vigilant Capital Management
Maine
$46K +$47.5K +887 New
HT
943
Heritage Trust
Oklahoma
$42K – – –
SC
944
Slow Capital
California
$42K – – –
FPFS
945
First Personal Financial Services
North Carolina
$39K -$12.3K -230 -24%
SMG
946
Spectrum Management Group
Indiana
$39K – – –
TFO
947
Tarbox Family Office
California
$37K +$2.14K +40 +6%
OIA
948
OneDigital Investment Advisors
Kansas
$37K +$16.7K +312 +81%
GFP
949
Gryphon Financial Partners
Ohio
$36K -$697 -13 -2%
IFAM
950
Institutional & Family Asset Management
Colorado
$36K +$37.3K +696 New
36 37
38
39 40