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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
1226
Marks Group Wealth Management
Minnesota
– -$212K -4,468 Closed
PWAG
1227
Polaris Wealth Advisory Group
California
– -$217K -4,428 Closed
FWCM
1228
Ferguson Wellman Capital Management
Oregon
– -$210K -4,420 Closed
CT
1229
Cambridge Trust
Massachusetts
– -$205K -4,317 Closed
FIM
1230
Fruth Investment Management
Texas
– -$204K -4,300 Closed
AAS
1231
Avantax Advisory Services
Texas
– -$203K -4,277 Closed
TMAM
1232
Tokio Marine Asset Management
Japan
– -$202K -4,249 Closed
CWS
1233
Cypress Wealth Services
California
– -$201K -4,219 Closed
JSL
1234
JT Stratford LLC
Georgia
– -$200K -4,209 Closed
CB
1235
Cadence Bank
Mississippi
– -$200K -4,206 Closed
JFA
1236
Johanson Financial Advisors
California
– -$187K -3,937 Closed
ONST
1237
Old North State Trust
North Carolina
– -$187K -3,932 Closed
KWM
1238
Keebeck Wealth Management
Illinois
– -$176K -3,709 Closed
GLI
1239
Guardian Life Insurance
New York
– -$160K -3,368 Closed
BCA
1240
Bray Capital Advisors
Florida
– -$151K -3,185 Closed
ACM
1241
Allred Capital Management
Texas
– -$135K -2,837 Closed
RMAM
1242
Raab & Moskowitz Asset Management
New Jersey
– -$127K -2,679 Closed
GDP
1243
Great Diamond Partners
Maine
– -$117K -2,464 Closed
HFM
1244
Harvest Fund Management
China
– -$106K -2,249 Closed
AIM
1245
Acropolis Investment Management
Missouri
– -$107K -2,247 Closed
MIFH
1246
Migdal Insurance & Financial Holdings
Israel
– -$72K -1,517 Closed
Capstone Investment Advisors
1247
Capstone Investment Advisors
New York
– -$42.2K -1,006 Closed
CCA
1248
Catalyst Capital Advisors
New York
– -$33K -700 Closed
LWM
1249
Lionsbridge Wealth Management
Florida
– -$23K -500 Closed
VCM
1250
Vigilant Capital Management
Maine
– -$24K -500 Closed