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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1176
Meridian Wealth Management
Kentucky
$415K -$367K -4,727 -49%
RA
1177
RFG Advisory
Alabama
$411K -$21K -270 -5%
TF
1178
Tompkins Financial
New York
$411K -$41.8K -539 -10%
SIMG
1179
Sonora Investment Management Group
Arizona
$405K +$46.2K +595 +14%
AC
1180
ASB Consultores
Florida
$405K -$67.5K -870 -15%
SXL
1181
Summit X LLC
Missouri
$401K -$68.6K -884 -12%
CWM
1182
Circle Wealth Management
New Jersey
$401K +$10.2K +131 +3%
RWA
1183
Redhawk Wealth Advisors
Minnesota
$400K +$373K +4,810 New
PFBT
1184
Parkside Financial Bank & Trust
Missouri
$400K +$13.1K +169 +4%
NEWAS
1185
N.E.W. Advisory Services
Wisconsin
$399K +$45.8K +590 +14%
WP
1186
Westmount Partners
California
$397K +$370K +4,765 New
TFA
1187
Teamwork Financial Advisors
Texas
$394K -$17.4K -224 -5%
TA
1188
Tiedemann Advisors
New York
$392K +$3.42K +44 +0.9%
TCA
1189
Transcend Capital Advisors
New Jersey
$392K -$90K -1,159 -20%
PA
1190
Parkside Advisors
California
$391K +$63.1K +813 +21%
DFA
1191
Delta Financial Advisors
Louisiana
$390K – – –
PIM
1192
Progressive Investment Management
Oregon
$387K +$361K +4,647 New
RC
1193
Rovin Capital
Arizona
$385K -$4.89K -63 -1%
DP
1194
Denver PWM
Colorado
$384K +$13.7K +177 +4%
PPC
1195
Park Place Capital
Alabama
$382K +$356K +4,588 New
GL
1196
Graypoint LLC
New York
$379K +$54.4K +701 +18%
S
1197
SimplyRich
California
$378K – – –
FMP
1198
Financial Management Professionals
Texas
$377K +$16.7K +215 +5%
CIC
1199
Chilton Investment Company
Connecticut
$376K – – –
FHA
1200
First Horizon Advisors
Tennessee
$375K -$26.5K -341 -7%
46 47
48
49 50