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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
1176
Old Port Advisors
Maine
$493K +$543K +8,977 New
FWP
1177
FAS Wealth Partners
Kansas
$493K -$17.6K -292 -3%
OAM
1178
Ostrum Asset Management
France
$492K -$754K -12,476 -58%
KWM
1179
Keebeck Wealth Management
Illinois
$486K -$60 -1 -0%
WQ
1180
Wealth Quarterback
New Jersey
$485K -$88.1K -1,457 -14%
FWM
1181
Finer Wealth Management
Massachusetts
$484K +$533K +8,824 New
RCAG
1182
Rehmann Capital Advisory Group
Michigan
$483K +$92.9K +1,537 +21%
JSL
1183
JT Stratford LLC
Georgia
$479K +$286K +4,738 +119%
SIM
1184
Sentry Investment Management
Wisconsin
$475K -$128K -2,118 -20%
FHC
1185
First Heartland Consultants
Missouri
$475K +$9.13K +151 +2%
PCA
1186
Pallas Capital Advisors
Massachusetts
$474K -$283K -4,686 -33%
RI
1187
Ridgewood Investments
New Jersey
$472K +$111K +1,833 +27%
BCM
1188
Brookstone Capital Management
Illinois
$471K +$32.9K +545 +6%
SC
1189
Savant Capital
Illinois
$470K +$1.87K +31 +0.4%
LCM
1190
Lazari Capital Management
California
$467K +$207K +3,429 +67%
WJWM
1191
Williams Jones Wealth Management
New York
$465K -$47.3K -783 -8%
CWM
1192
Concentric Wealth Management
California
$463K -$8.82K -146 -2%
FCA
1193
FLC Capital Advisors
California
$461K -$23.4K -388 -4%
BFM
1194
Boston Financial Management
Massachusetts
$460K +$3.63K +60 +0.7%
PCM
1195
Penserra Capital Management
California
$458K -$77.9K -1,289 -13%
CFG
1196
Cooper Financial Group
California
$455K +$9.37K +155 +2%
CI
1197
Cavalier Investments
Georgia
$455K +$16.9K +279 +3%
EI
1198
Ellevest Inc
New York
$454K +$49K +811 +11%
BWA
1199
Bordeaux Wealth Advisors
California
$450K -$2.12K -35 -0.4%
TFA
1200
Trinity Financial Advisors
Ohio
$448K +$15.9K +263 +3%
46 47
48
49 50