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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1201
PDS Planning
Ohio
$608K +$37.6K +503 +7%
RMAM
1202
Raab & Moskowitz Asset Management
New Jersey
$607K +$614K +8,201 New
SIA
1203
SkyView Investment Advisors
New Jersey
$605K +$611K +8,171 New
CANY
1204
Caxton Associates (New York)
New York
$603K +$610K +8,147 New
BWP
1205
Balboa Wealth Partners
Arizona
$601K -$365K -4,882 -38%
CA
1206
Capital Advantage
California
$600K +$607K +8,109 New
HBT
1207
Heartland Bank & Trust
Illinois
$599K -$24.2K -323 -4%
RSWM
1208
Robertson Stephens Wealth Management
California
$599K -$461K -6,166 -43%
PFBT
1209
Parkside Financial Bank & Trust
Missouri
$598K -$5.99K -80 -1%
SB
1210
Strategic Blueprint
Georgia
$597K -$90.4K -1,208 -13%
LCWP
1211
Legacy Capital Wealth Partners
Arkansas
$596K -$17.2K -230 -3%
AC
1212
Avestar Capital
New York
$595K +$100K +1,339 +20%
WA
1213
Wealth Alliance
New York
$593K -$785K -10,493 -57%
VC
1214
Veracity Capital
Georgia
$592K +$6.66K +89 +1%
MA
1215
MYDA Advisors
New York
$592K +$599K +8,000 New
MSS
1216
Mitchell Sinkler & Starr
Pennsylvania
$588K -$29.9K -400 -5%
BFS
1217
Bradley Foster & Sargent
Connecticut
$588K -$15K -200 -2%
AA
1218
Apriem Advisors
California
$587K +$15.8K +211 +3%
JFG
1219
Jefferies Financial Group
New York
$586K -$1.85M -24,705 -76%
NG
1220
Novem Group
New York
$585K +$591K +7,904 New
PCMN
1221
Paradigm Capital Management (Nevada)
Nevada
$583K -$29.9K -400 -5%
BWA
1222
Bordeaux Wealth Advisors
California
$583K -$3.07K -41 -0.5%
SBIA
1223
Sheaff Brock Investment Advisors
Indiana
$581K – – –
TWPM
1224
Total Wealth Planning & Management
Florida
$580K +$586K +7,836 New
BPWM
1225
Badgley Phelps Wealth Managers
Washington
$579K +$52.6K +703 +10%
47 48
49
50 51