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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1176
Boyar Asset Management
New York
$299K +$16.2K +200 +6%
BJL
1177
Brighton Jones LLC
Washington
$298K +$19.1K +236 +7%
FEG
1178
Financial Enhancement Group
Indiana
$295K +$32.7K +404 +13%
HWM
1179
HB Wealth Management
Georgia
$295K +$284K +3,510 New
EP
1180
Equius Partners
California
$294K +$283K +3,500 New
SB
1181
Sunflower Bank
Texas
$293K -$29.6K -366 -10%
SG
1182
StoneX Group
New York
$292K +$281K +3,477 New
LCM
1183
LCM Capital Management
Illinois
$292K – – –
APP
1184
Avantax Planning Partners
Iowa
$292K +$12.8K +158 +5%
ACI
1185
Alpha Cubed Investments
California
$288K +$33.6K +415 +14%
VCG
1186
Vantage Consulting Group
Virginia
$287K -$16.1K -199 -6%
CFA
1187
CWS Financial Advisors
Michigan
$287K +$276K +3,409 New
MAM
1188
Mystic Asset Management
Rhode Island
$287K +$276K +3,418 New
SA
1189
Syntax Advisors
New York
$287K +$276K +3,418 New
MFG
1190
Menard Financial Group
Texas
$285K +$274K +3,392 New
PCA
1191
Providence Capital Advisors
North Carolina
$284K -$100K -1,240 -27%
BFA
1192
Beaumont Financial Advisors
Massachusetts
$283K +$3.32K +41 +1%
PFGIA
1193
Patriot Financial Group Insurance Agency
Massachusetts
$282K -$21.8K -270 -7%
LHC
1194
Little House Capital
Massachusetts
$282K – – –
MWM
1195
Modera Wealth Management
New Jersey
$281K +$271K +3,345 New
CFG
1196
CKW Financial Group
Hawaii
$280K -$16.2K -200 -6%
EFM
1197
E Fund Management
China
$279K +$3.32K +41 +1%
WPC
1198
Wedmont Private Capital
Pennsylvania
$279K +$241K +2,985 New
FIBT
1199
First International Bank & Trust
North Dakota
$279K +$269K +3,324 New
JDR
1200
Jay D. Rosenbaum
$275K +$265K +3,270 New
46 47
48
49 50