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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
1051
Clarius Group LLC
Washington
$702K -$81.5K -1,348 -10%
SIS
1052
Strategic Investment Solutions
Illinois
$702K +$684K +11,324 +5,606%
DT
1053
Diversified Trust
Tennessee
$702K +$130K +2,149 +20%
JFG
1054
Jefferies Financial Group
New York
$701K +$772K +12,772 New
WGCA
1055
Wolf Group Capital Advisors
Virginia
$700K +$770K +12,744 New
PA
1056
Paragon Advisors
Texas
$699K -$275K -4,543 -26%
LGA
1057
Lebenthal Global Advisors
New York
$699K +$97.5K +1,613 +15%
GSEP
1058
Golden State Equity Partners
California
$699K -$609K -10,081 -44%
GAM
1059
Gemmer Asset Management
California
$698K +$1.45K +24 +0.2%
UCFA
1060
United Capital Financial Advisors
Texas
$697K -$184K -3,046 -19%
LSAG
1061
Lake Street Advisors Group
New Hampshire
$694K -$253K -4,182 -25%
PWMAG
1062
Pinnacle Wealth Management Advisory Group
New Jersey
$694K -$60.4K -1,000 -7%
WFA
1063
West Financial Advisors
Iowa
$692K – – –
V
1064
ViaWealth
Kansas
$689K +$95K +1,572 +14%
SCM
1065
Shaolin Capital Management
Florida
$686K +$755K +12,500 New
ZIMP
1066
Zimmermann Investment Management & Planning
Pennsylvania
$675K +$70.1K +1,160 +10%
PPG
1067
Peak Planning Group
Colorado
$670K +$66.1K +1,094 +10%
SRC
1068
Sage Rhino Capital
California
$665K +$181K +2,989 +33%
QCM
1069
Qsemble Capital Management
New York
$664K +$731K +12,100 New
MWC
1070
MBM Wealth Consultants
Missouri
$660K +$213K +3,517 +38%
IIM
1071
Intact Investment Management
Quebec, Canada
$659K -$242K -4,000 -25%
AO
1072
Advisor OS
Illinois
$657K +$101K +1,668 +16%
DAM
1073
Derbend Asset Management
Georgia
$655K +$2.36K +39 +0.3%
CNBTD
1074
Citizens National Bank Trust Department
Mississippi
$654K – – –
IAN
1075
Integrated Advisors Network
Texas
$652K -$21K -347 -3%
41 42
43
44 45