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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
1026
Guidant Wealth Advisors
Illinois
$11K +$1.66K +30 +15%
FIB
1027
First Interstate Bank
Montana
$10K -$4.43K -80 -29%
LFA
1028
Legacy Financial Advisors
Kentucky
$10K -$1.16K -21 -10%
SGAM
1029
Smith Group Asset Management
Texas
$10K -$1.11K -20 -9%
MBT
1030
Monroe Bank & Trust
Michigan
$10K – – –
IWP
1031
Icon Wealth Partners
Texas
$10K +$10.5K +189 New
AA
1032
Apriem Advisors
California
$10K +$10.9K +197 New
BA
1033
Ballew Advisors
Mississippi
$10K +$11.1K +200 New
PGWM
1034
Parisi Gray Wealth Management
New Jersey
$9K – – –
GEA
1035
Glen Eagle Advisors
New Jersey
$7.67K +$1.16K +21 +16%
WT
1036
Washington Trust
Rhode Island
$7K +$7.09K +128 New
CWA
1037
Clarus Wealth Advisors
Arizona
$7K +$7.48K +135 New
AIM
1038
Arcadia Investment Management
Michigan
$6K – – –
SHJ
1039
Sharkey, Howes & Javer
Colorado
$6K – – –
CFC
1040
Coyle Financial Counsel
Illinois
$6K +$6.31K +114 New
PMFA
1041
Plante Moran Financial Advisors
Michigan
$5K -$17.4K -315 -77%
PCA
1042
Providence Capital Advisors
North Carolina
$5K – – –
IAS
1043
IMA Advisory Services
Colorado
$5K +$4.93K +89 New
RWM
1044
Raffa Wealth Management
District of Columbia
$4.96K – – –
AIS
1045
Accurate Investment Solutions
Pennsylvania
$4K – – –
BWA
1046
Burt Wealth Advisors
Maryland
$4K – – –
SA
1047
SRH Advisors
Kansas
$4K – – –
SWP
1048
Strategic Wealth Partners
Ohio
$4K – – –
TC
1049
Trilogy Capital
California
$4K +$997 +18 +32%
FRA
1050
Front Row Advisors
California
$4K +$4.04K +73 New
40 41
42
43 44