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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
1226
Level Four Advisory Services
Texas
$533K – – –
MSFS
1227
Main Street Financial Solutions
Pennsylvania
$532K +$7.24K +110 +2%
RWB
1228
RMR Wealth Builders
New Jersey
$532K -$790K -11,995 -62%
KFP
1229
KMG Fiduciary Partners
Ohio
$532K -$102K -1,547 -17%
NP
1230
NorthRock Partners
Minnesota
$531K +$45.8K +695 +10%
TPI
1231
Trust Point Inc
Wisconsin
$529K +$28.1K +426 +6%
CAM
1232
Cozad Asset Management
Illinois
$527K +$132 +2 +0%
UIA
1233
Ulland Investment Advisors
Minnesota
$526K -$402K -6,110 -46%
IFG
1234
Independent Financial Group
California
$525K +$113K +1,713 +31%
N
1235
Natixis
France
$523K +$477K +7,236 New
PCMC
1236
Private Capital Management (Colorado)
Colorado
$523K +$210K +3,188 +79%
CAG
1237
Csenge Advisory Group
Florida
$523K -$17.8K -271 -4%
CMI
1238
Clare Market Investments
Texas
$523K +$87.3K +1,326 +22%
MWM
1239
Mission Wealth Management
California
$521K +$474K +7,197 New
OPA
1240
Old Port Advisors
Maine
$520K -$62.4K -948 -12%
MA
1241
MCF Advisors
Kentucky
$520K -$52.6K -798 -10%
GSC
1242
Grey Street Capital
Illinois
$519K +$473K +7,180 New
VWM
1243
Venturi Wealth Management
Texas
$519K -$246K -3,729 -34%
HC
1244
Hara Capital
Washington
$516K +$26.3K +400 +6%
BS
1245
Banco Santander
Spain
$514K -$1.32M -20,010 -74%
BIC
1246
Beach Investment Counsel
Pennsylvania
$514K – – –
SGCA
1247
Steel Grove Capital Advisors
Tennessee
$514K +$79K +1,200 +20%
AGC
1248
Aspen Grove Capital
Colorado
$513K +$35.6K +541 +8%
GPA
1249
Garrison Point Advisors
California
$510K – – –
SCP
1250
Stamos Capital Partners
California
$509K -$9.22K -140 -2%
48 49
50
51 52