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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1201
Cary Street Partners Investment Advisory
Virginia
$264K +$288K +4,172 New
JHCP
1202
Jackson Hole Capital Partners
Oklahoma
$262K – – –
JDR
1203
Jay D. Rosenbaum
$262K +$60.7K +880 +27%
DA
1204
DSC Advisors
Illinois
$260K -$41.7K -604 -13%
GBA
1205
Garrison Bradford & Associates
New York
$260K +$1.03K +15 +0.4%
WCF
1206
West Coast Financial
California
$259K -$52.9K -767 -16%
VST
1207
Van Strum & Towne
California
$259K – – –
SA
1208
Syntax Advisors
New York
$259K +$73.2K +1,062 +35%
VCG
1209
Vantage Consulting Group
Virginia
$259K +$73.2K +1,062 +35%
SMH
1210
Sanders Morris Harris
Texas
$256K – – –
EL
1211
Essex LLC
Illinois
$255K -$5.86K -85 -2%
QFA
1212
Quantum Financial Advisors
California
$254K +$250K +3,631 New
DHFB
1213
Dixon Hubard Feinour & Brown
Virginia
$253K -$189K -2,747 -41%
MFGM
1214
Marshall Financial Group (Maryland)
Maryland
$253K -$80.8K -1,172 -23%
EWA
1215
Encompass Wealth Advisors
Oregon
$253K – – –
TIM
1216
Triad Investment Management
California
$253K – – –
WCM
1217
Wisconsin Capital Management
Wisconsin
$253K – – –
WFI
1218
West Family Investments
California
$252K -$73.9K -1,072 -21%
GD
1219
Grandfield & Dodd
New York
$250K – – –
APP
1220
Avantax Planning Partners
Iowa
$249K +$17.5K +254 +7%
RC
1221
Rovin Capital
Arizona
$247K +$270K +3,917 New
GIA
1222
Gladstone Institutional Advisory
Florida
$246K -$52.6K -763 -16%
AC
1223
ASB Consultores
Florida
$244K -$277K -4,020 -51%
PWM
1224
Purus Wealth Management
California
$243K -$24.4K -354 -8%
NPF
1225
Norris Perne & French
Michigan
$243K -$21.7K -314 -8%
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