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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1001
Geller Advisors
New York
$207K +$96.4K +2,130 New
ACM
1002
Advisors Capital Management
New Jersey
$207K +$177K +3,908 New
I2I
1003
Insight 2811 Inc
Illinois
$206K +$176K +3,883 New
FMWA
1004
Forvis Mazars Wealth Advisors
Missouri
$206K +$176K +3,885 New
CBT
1005
CoreFirst Bank & Trust
Kansas
$203K +$173K +3,820 New
GAM
1006
Gould Asset Management
California
$203K +$173K +3,827 New
MA
1007
Montag & Associates
Georgia
$203K +$174K +3,833 New
CFG
1008
CKW Financial Group
Hawaii
$202K -$81.5K -1,800 -32%
CCM
1009
Carlson Capital Management
Minnesota
$202K +$155K +3,429 New
LCM
1010
LCM Capital Management
Illinois
$202K +$172K +3,792 New
OPS
1011
Orion Portfolio Solutions
Nebraska
$202K +$172K +3,803 New
DJSG
1012
D.J. St. Germain
Massachusetts
$201K +$172K +3,792 New
FCMT
1013
Founders Capital Management (Texas)
Texas
$199K +$170K +3,750 New
TFS
1014
TrustCore Financial Services
Tennessee
$197K – – –
PK
1015
Pflug Koory
Nebraska
$184K +$121K +2,679 +339%
APWM
1016
Atlas Private Wealth Management
New York
$182K +$22.1K +488 +17%
PVH
1017
Psagot Value Holdings
Israel
$175K – – –
APA
1018
American Portfolios Advisors
New York
$170K -$253K -5,594 -64%
SIM
1019
Sonora Investment Management
Arizona
$165K -$4.44K -98 -3%
HIA
1020
Harbor Investment Advisory
Maryland
$165K +$41.8K +923 +42%
FA
1021
Fortis Advisors
Pennsylvania
$159K – – –
FEG
1022
Financial Enhancement Group
Indiana
$155K +$45 +1 +0%
FC
1023
FORA Capital
Florida
$155K +$132K +2,917 New
FQ
1024
First Quadrant
California
$149K – – –
HWA
1025
Heritage Wealth Advisors
Virginia
$148K +$121K +2,680 +2,602%
39 40
41
42 43