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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
1226
Beta Wealth Group
California
$341K +$23.3K +300 +8%
CFG
1227
CKW Financial Group
Hawaii
$341K -$23.3K -300 -7%
JCM
1228
Jacobi Capital Management
Pennsylvania
$339K +$36.5K +470 +13%
PP
1229
PDS Planning
Ohio
$339K +$12.4K +160 +4%
EL
1230
Essex LLC
Illinois
$337K – – –
NAS
1231
Nicolet Advisory Services
Wisconsin
$334K +$311K +4,007 New
TIM
1232
Triad Investment Management
California
$333K – – –
EWA
1233
Encompass Wealth Advisors
Oregon
$333K – – –
SMH
1234
Sanders Morris Harris
Texas
$333K – – –
WCM
1235
Wisconsin Capital Management
Wisconsin
$333K – – –
FC
1236
Fulcrum Capital
Washington
$333K +$310K +4,000 New
AA
1237
Alta Advisers
United Kingdom
$333K – – –
LFA
1238
Legacy Financial Advisors
Kentucky
$333K +$73.4K +946 +31%
ACA
1239
Affinity Capital Advisors
California
$331K +$15.8K +203 +5%
CGFA
1240
Colton Groome Financial Advisors
North Carolina
$329K +$81.1K +1,045 +36%
EWA
1241
EverSource Wealth Advisors
Alabama
$328K +$35.5K +458 +13%
MG
1242
Mather Group
Illinois
$327K +$22K +283 +8%
SVWAG
1243
Sound View Wealth Advisors Group
Georgia
$327K +$369K +4,750 New
RIA
1244
Regal Investment Advisors
Michigan
$326K +$10.5K +135 +4%
RPGK
1245
Retirement Planning Group (Kansas)
Kansas
$326K – – –
GD
1246
Grandfield & Dodd
New York
$323K -$5.9K -76 -2%
LC
1247
Lindbrook Capital
California
$323K +$388 +5 +0.1%
AFT
1248
Alpha Family Trust
California
$323K +$301K +3,875 New
LAM
1249
L2 Asset Management
Massachusetts
$322K +$38K +489 +14%
HCM
1250
HMS Capital Management
Tennessee
$321K -$30.2K -389 -9%
48 49
50
51 52