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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FFL
1226
Future Fund LLC
Illinois
$1,000K +$12.6K +138 +1%
SL
1227
Sentinus LLC
Illinois
$995K +$511K +5,608 +108%
ARC
1228
Advisor Resource Council
Texas
$992K +$29.5K +324 +3%
CFG
1229
Cooper Financial Group
California
$991K -$680K -7,458 -41%
RWM
1230
Revisor Wealth Management
Ohio
$989K -$28.1K -308 -3%
VDC
1231
Van Diest Capital
Iowa
$986K -$1.51M -16,609 -61%
KWA
1232
Kingswood Wealth Advisors
California
$986K +$85K +932 +10%
ORC
1233
O'Rourke & Company
Massachusetts
$985K -$30.4K -333 -3%
NCM
1234
Novare Capital Management
North Carolina
$984K -$11.4K -125 -1%
ET
1235
Equitable Trust
Tennessee
$981K -$100K -1,101 -9%
WETS
1236
Wealth Enhancement Trust Services
South Dakota
$978K -$231K -2,534 -19%
NL
1237
Navalign LLC
California
$977K +$7.11K +78 +0.7%
IAIM
1238
International Assets Investment Management
Florida
$977K +$109K +1,193 +13%
IPW
1239
Invictus Private Wealth
Colorado
$972K – – –
SIC
1240
SJS Investment Consulting
Ohio
$969K +$8.66K +95 +0.9%
HI
1241
Harbour Investments
Wisconsin
$968K +$18.3K +201 +2%
SACTSONJ
1242
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$967K -$75.1K -824 -7%
CA
1243
Crumly & Associates
Illinois
$967K +$10.5K +115 +1%
C
1244
Certuity
Florida
$965K -$56.8K -623 -6%
OAM
1245
Oxford Asset Management
United Kingdom
$959K +$948K +10,392 New
CNBTD
1246
Citizens National Bank Trust Department
Mississippi
$958K +$19.8K +217 +2%
OCA
1247
OpenArc Corporate Advisory
Georgia
$957K -$106K -1,167 -10%
CWM
1248
Circle Wealth Management
New Jersey
$957K -$84.9K -931 -8%
VL
1249
Vima LLC
Michigan
$955K +$944K +10,351 New
TCM
1250
Tran Capital Management
California
$950K -$195K -2,140 -17%
48 49
50
51 52