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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1026
Brown Financial Advisors
Ohio
$990K +$993K +13,441 New
HA
1027
Hamel Associates
New Jersey
$987K – – –
BWP
1028
Balboa Wealth Partners
Arizona
$982K -$391K -5,295 -28%
OA
1029
Operose Advisors
Wisconsin
$979K +$739 +10 +0.1%
FFC
1030
First Financial Corp
Indiana
$976K -$24.7K -334 -2%
PP
1031
Paloma Partners
Connecticut
$975K +$718K +9,717 +277%
SRC
1032
Sage Rhino Capital
California
$975K +$10.1K +137 +1%
EGM
1033
Engineers Gate Manager
New York
$971K +$974K +13,182 New
HR
1034
Hardy Reed
Mississippi
$971K +$2.44K +33 +0.3%
AFG
1035
Atomi Financial Group
New York
$967K +$187K +2,528 +24%
WAP
1036
Wealthcare Advisory Partners
Pennsylvania
$963K -$3.99K -54 -0.4%
LSAG
1037
Lake Street Advisors Group
New Hampshire
$962K -$9.46K -128 -1%
SIM
1038
Sentry Investment Management
Wisconsin
$955K -$196K -2,656 -17%
SWA
1039
Stratos Wealth Advisors
Ohio
$948K +$527K +7,136 +125%
ORC
1040
O'Rourke & Company
Massachusetts
$947K -$28.5K -386 -3%
TWA
1041
TCI Wealth Advisors
Arizona
$944K +$150K +2,024 +19%
KIA
1042
Knollwood Investment Advisory
Maryland
$944K +$281K +3,810 +42%
ES
1043
Eagle Strategies
New York
$943K +$945K +12,791 New
HWA
1044
HCR Wealth Advisors
California
$937K -$123K -1,663 -12%
CFP
1045
Catalyst Financial Partners
Massachusetts
$930K -$1.48K -20 -0.2%
WFA
1046
West Financial Advisors
Iowa
$928K – – –
ET
1047
Equitable Trust
Tennessee
$925K +$513K +6,939 +123%
PG
1048
Proffitt & Goodson
Tennessee
$922K -$13.9K -188 -1%
ICM
1049
IMS Capital Management
Oregon
$921K -$29.5K -399 -3%
OC
1050
Opinicus Capital
Florida
$919K +$19.9K +270 +2%
40 41
42
43 44