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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1226
Compass Advisory Group
New York
$459K – – –
JHCP
1227
Jackson Hole Capital Partners
Oklahoma
$457K – – –
RA
1228
RFG Advisory
Alabama
$455K +$13.4K +256 +3%
CI
1229
Cavalier Investments
Georgia
$454K +$25.9K +495 +7%
T
1230
TOBAM
France
$450K – – –
SM
1231
Sweeney & Michel
California
$448K – – –
TFA
1232
Trinity Financial Advisors
Ohio
$448K +$74.3K +1,418 +22%
AT
1233
Arden Trust
Delaware
$447K +$83.7K +1,598 +25%
MWA
1234
Monograph Wealth Advisors
California
$443K -$890 -17 -0.2%
AFG
1235
Albion Financial Group
Utah
$443K – – –
OPWM
1236
Oxinas Partners Wealth Management
Indiana
$442K -$142K -2,703 -26%
AWA
1237
Arkadios Wealth Advisors
Georgia
$442K -$29K -554 -7%
BG
1238
Bahl & Gaynor
Ohio
$441K +$8.33K +159 +2%
PCS
1239
Personal CFO Solutions
New Jersey
$438K +$27.5K +525 +7%
AIM
1240
Athena Investment Management
California
$437K +$13.1K +250 +3%
PI
1241
PFS Investments
Georgia
$436K +$121K +2,301 +43%
VCM
1242
Virtue Capital Management
Tennessee
$436K +$67.8K +1,294 +20%
NB
1243
NBT Bank
New York
$435K +$20.8K +397 +5%
KWA
1244
KCS Wealth Advisory
California
$434K +$401K +7,658 New
OCBCO
1245
Oversea-Chinese Banking Corp (OCBC)
Singapore
$434K +$397K +7,588 New
AIA
1246
Angeles Investment Advisors
California
$432K -$45.6K -871 -10%
PCM
1247
Pointe Capital Management
Michigan
$432K +$18.1K +346 +5%
FIM
1248
Freedom Investment Management
Connecticut
$431K +$2.78K +53 +0.7%
SSWM
1249
Sheets Smith Wealth Management
North Carolina
$429K -$1.17M -22,397 -75%
RIM
1250
RW Investment Management
Idaho
$429K +$5.24K +100 +1%
48 49
50
51 52