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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1076
Belpointe Asset Management
Nevada
$234K -$826K -13,619 -79%
AAM
1077
Autus Asset Management
Arizona
$234K +$217K +3,583 New
GA
1078
GoalVest Advisory
New York
$233K +$216K +3,568 New
SIC
1079
Sigma Investment Counselors
Michigan
$233K +$217K +3,574 New
I2I
1080
Insight 2811 Inc
Illinois
$232K -$19.6K -324 -8%
SFA
1081
Souders Financial Advisors
Ohio
$231K +$215K +3,540 New
SAG
1082
Spotlight Asset Group
Illinois
$230K -$94K -1,550 -31%
IIC
1083
Integrated Investment Consultants
Michigan
$230K +$213K +3,519 New
CIA
1084
Capital Investment Advisors
Georgia
$230K +$214K +3,528 New
SB
1085
Sunflower Bank
Texas
$228K +$212K +3,494 New
NIM
1086
NuWave Investment Management
New Jersey
$228K +$212K +3,502 New
SYBT
1087
Stock Yards Bank & Trust
Kentucky
$227K +$211K +3,484 New
FANJ
1088
Financial Architects (New Jersey)
New Jersey
$227K +$211K +3,485 New
VV
1089
Verity & Verity
South Carolina
$226K +$196K +3,235 New
IF
1090
Intrua Financial
Texas
$226K +$197K +3,248 New
DP
1091
Denver PWM
Colorado
$224K -$11.6K -192 -3%
WCM
1092
Wedge Capital Management
North Carolina
$224K +$208K +3,431 New
HA
1093
Hamel Associates
New Jersey
$223K +$208K +3,425 New
PTC
1094
Private Trust Company
Ohio
$222K +$207K +3,416 New
NFP
1095
Narus Financial Partners
Utah
$222K +$206K +3,403 New
IAA
1096
Independent Advisor Alliance
North Carolina
$221K -$34.7K -572 -14%
SIM
1097
Sonora Investment Management
Arizona
$221K +$16.6K +273 +9%
CCIA
1098
Campbell & Co Investment Adviser
Maryland
$221K +$205K +3,389 New
IWM
1099
IHT Wealth Management
Illinois
$218K +$202K +3,337 New
KA
1100
Klingman & Associates
New York
$218K +$203K +3,345 New
42 43
44
45 46