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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PCS
926
Personal CFO Solutions
New Jersey
$273K +$233K +5,143 New
AFP
927
Ausdal Financial Partners
Iowa
$273K +$233K +5,145 New
PSUF
928
People's United Financial
Connecticut
$273K +$233K +5,150 New
MSFS
929
Main Street Financial Solutions
Pennsylvania
$272K +$232K +5,131 New
TA
930
Tiedemann Advisors
New York
$271K +$232K +5,115 New
EW
931
Evoke Wealth
California
$270K +$7.83K +173 +4%
DI
932
Diligent Investors
California
$270K +$231K +5,099 New
SAG
933
Spotlight Asset Group
Illinois
$269K +$230K +5,078 New
BBNA
934
Bremer Bank National Association
Minnesota
$268K -$41.2K -909 -15%
Credit Agricole
935
Credit Agricole
France
$266K -$430K -9,490 -65%
PFWA
936
Paces Ferry Wealth Advisors
Georgia
$266K -$25.7K -567 -10%
SBH
937
Segall Bryant & Hamill
Illinois
$265K +$226K +4,993 New
WCF
938
West Coast Financial
California
$264K -$48.2K -1,065 -18%
ACA
939
Atlas Capital Advisors
Wyoming
$263K +$225K +4,962 New
FWCM
940
Ferguson Wellman Capital Management
Oregon
$263K +$225K +4,961 New
DAS
941
Dynamic Advisor Solutions
Arizona
$262K -$122K -2,697 -35%
UB
942
UMB Bank
Missouri
$260K +$222K +4,899 New
KPW
943
Kore Private Wealth
New York
$258K +$220K +4,863 New
MAM
944
Marquette Asset Management
Minnesota
$257K – – –
NNP
945
Nachman Norwood & Parrott
South Carolina
$256K +$10.5K +233 +5%
LWIC
946
Leith Wheeler Investment Counsel
British Columbia, Canada
$254K +$170K +3,756 New
SBL
947
Sargent Bickham Lagudis
Colorado
$251K +$152K +3,348 +243%
AAS
948
Avantax Advisory Services
Texas
$251K +$215K +4,751 New
CA
949
Crumly & Associates
Illinois
$250K +$194K +4,282 New
Fayez Sarofim & Co
950
Fayez Sarofim & Co
Texas
$250K +$213K +4,707 New