Charles Schwab

SCHW

Market cap $197B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1026	SGAM 1026 Smith Group Asset Management Dallas, Texas	$10K	-$1.11K	-20	-9%
1027	MBT 1027 Monroe Bank & Trust Monroe, Michigan	$10K	–	–	–
1028	IWP 1028 Icon Wealth Partners Houston, Texas	$10K	+$10.5K	+189	New
1029	AA 1029 Apriem Advisors Irvine, California	$10K	+$10.9K	+197	New
1030	BA 1030 Ballew Advisors Jackson, Mississippi	$10K	+$11.1K	+200	New
1031	PGWM 1031 Parisi Gray Wealth Management Mendham, New Jersey	$9K	–	–	–
1032	GEA 1032 Glen Eagle Advisors Kingston, New Jersey	$7.67K	+$1.16K	+21	+16%
1033	WT 1033 Washington Trust Westerly, Rhode Island	$7K	+$7.09K	+128	New
1034	CWA 1034 Clarus Wealth Advisors Peoria, Arizona	$7K	+$7.48K	+135	New
1035	AIM 1035 Arcadia Investment Management Kalamazoo, Michigan	$6K	–	–	–
1036	SHJ 1036 Sharkey, Howes & Javer Denver, Colorado	$6K	–	–	–
1037	CFC 1037 Coyle Financial Counsel Glenview, Illinois	$6K	+$6.31K	+114	New
1038	PMFA 1038 Plante Moran Financial Advisors Southfield, Michigan	$5K	-$17.4K	-315	-77%
1039	PCA 1039 Providence Capital Advisors Charlotte, North Carolina	$5K	–	–	–
1040	IAS 1040 IMA Advisory Services Denver, Colorado	$5K	+$4.93K	+89	New
1041	RWM 1041 Raffa Wealth Management Washington, District of Columbia	$4.96K	–	–	–
1042	AIS 1042 Accurate Investment Solutions Seven Fields, Pennsylvania	$4K	–	–	–
1043	BWA 1043 Burt Wealth Advisors North Bethesda, Maryland	$4K	–	–	–
1044	SA 1044 SRH Advisors Salina, Kansas	$4K	–	–	–
1045	SWP 1045 Strategic Wealth Partners Independence, Ohio	$4K	–	–	–
1046	TC 1046 Trilogy Capital Irvine, California	$4K	+$997	+18	+32%
1047	CAC 1047 Certified Advisory Corp Altamonte Springs, Florida	$3K	–	–	–
1048	HI 1048 Hudock Inc Williamsport, Pennsylvania	$3K	–	–	–
1049	MFT 1049 Moisand Fitzgerald Tamayo Orlando, Florida	$3K	–	–	–
1050	HCM 1050 Hilton Capital Management Garden City, New York	$3K	+$3.32K	+60	New

Charles Schwab SCHW Market cap $197B

Charles Schwab

SCHW

Market cap $197B