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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1001
Allworth Financial
California
$11K +$10.6K +197 +3,283%
FCFS
1002
First Command Financial Services
Texas
$11K +$11.4K +213 New
RA
1003
Rational Advisors
New York
$11K +$11.7K +218 New
PS
1004
Portfolio Solutions
Michigan
$10K -$7.72K -144 -42%
GWA
1005
Guidant Wealth Advisors
Illinois
$10K – – –
MBT
1006
Monroe Bank & Trust
Michigan
$10K – – –
PGWM
1007
Parisi Gray Wealth Management
New Jersey
$9K -$5.63K -105 -37%
SFPIA
1008
Stevens First Principles Investment Advisors
California
$7K – – –
GEA
1009
Glen Eagle Advisors
New Jersey
$6.74K +$6.91K +129 New
AGA
1010
Accuvest Global Advisors
Utah
$6K – – –
AIM
1011
Arcadia Investment Management
Michigan
$6K – – –
CAC
1012
Certified Advisory Corp
Florida
$6K – – –
SHJ
1013
Sharkey, Howes & Javer
Colorado
$6K – – –
SLF
1014
Sun Life Financial
Ontario, Canada
$5.46K -$125K -2,327 -89%
RWM
1015
Raffa Wealth Management
District of Columbia
$5.07K +$5.2K +97 New
PCA
1016
Providence Capital Advisors
North Carolina
$5K – – –
BWA
1017
Burt Wealth Advisors
Maryland
$4K -$4.02K -75 -50%
AIS
1018
Accurate Investment Solutions
Pennsylvania
$4K – – –
PFGIA
1019
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
SA
1020
SRH Advisors
Kansas
$4K – – –
SWP
1021
Strategic Wealth Partners
Ohio
$4K – – –
OFW
1022
Omnia Family Wealth
Florida
$4K +$3.64K +68 New
MIFH
1023
Migdal Insurance & Financial Holdings
Israel
$4K +$4.34K +81 New
JWA
1024
JFS Wealth Advisors
Pennsylvania
$3K – – –
MFT
1025
Moisand Fitzgerald Tamayo
Florida
$3K – – –
39 40
41
42 43