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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
1176
Brighton Jones LLC
Washington
$298K +$19.1K +236 +7%
FEG
1177
Financial Enhancement Group
Indiana
$295K +$32.7K +404 +13%
HWM
1178
HB Wealth Management
Georgia
$295K +$284K +3,510 New
EP
1179
Equius Partners
California
$294K +$283K +3,500 New
SB
1180
Sunflower Bank
Texas
$293K -$29.6K -366 -10%
SG
1181
StoneX Group
New York
$292K +$281K +3,477 New
LCM
1182
LCM Capital Management
Illinois
$292K – – –
APP
1183
Avantax Planning Partners
Iowa
$292K +$12.8K +158 +5%
ACI
1184
Alpha Cubed Investments
California
$288K +$33.6K +415 +14%
VCG
1185
Vantage Consulting Group
Virginia
$287K -$16.1K -199 -6%
CFA
1186
CWS Financial Advisors
Michigan
$287K +$276K +3,409 New
MAM
1187
Mystic Asset Management
Rhode Island
$287K +$276K +3,418 New
SA
1188
Syntax Advisors
New York
$287K +$276K +3,418 New
MFG
1189
Menard Financial Group
Texas
$285K +$274K +3,392 New
PCA
1190
Providence Capital Advisors
North Carolina
$284K -$100K -1,240 -27%
BFA
1191
Beaumont Financial Advisors
Massachusetts
$283K +$3.32K +41 +1%
PFGIA
1192
Patriot Financial Group Insurance Agency
Massachusetts
$282K -$21.8K -270 -7%
LHC
1193
Little House Capital
Massachusetts
$282K – – –
MWM
1194
Modera Wealth Management
New Jersey
$281K +$271K +3,345 New
CFG
1195
CKW Financial Group
Hawaii
$280K -$16.2K -200 -6%
EFM
1196
E Fund Management
China
$279K +$3.32K +41 +1%
WPC
1197
Wedmont Private Capital
Pennsylvania
$279K +$241K +2,985 New
FIBT
1198
First International Bank & Trust
North Dakota
$279K +$269K +3,324 New
JDR
1199
Jay D. Rosenbaum
$275K +$265K +3,270 New
JCM
1200
Jacobi Capital Management
Pennsylvania
$274K +$8.33K +103 +3%
46 47
48
49 50