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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1251
Arden Trust
Delaware
$396K -$41.3K -683 -9%
AFG
1252
Atomi Financial Group
New York
$395K +$435K +7,190 New
BC
1253
Bridgefront Capital
Texas
$395K +$434K +7,188 New
CW
1254
Connectus Wealth
Ohio
$394K +$4.83K +80 +1%
RPCONE
1255
Retirement Planning Company of New England
Rhode Island
$391K +$431K +7,131 New
MFA
1256
Mayflower Financial Advisors
Massachusetts
$388K +$140K +2,317 +49%
GPA
1257
Garrison Point Advisors
California
$387K -$3.02K -50 -0.7%
PMFA
1258
Plante Moran Financial Advisors
Michigan
$383K -$17.1K -283 -4%
PFBT
1259
Parkside Financial Bank & Trust
Missouri
$381K +$11.6K +192 +3%
KFS
1260
Kaizen Financial Strategies
California
$381K +$12.9K +213 +3%
LFAS
1261
Level Four Advisory Services
Texas
$380K +$179K +2,963 +75%
BFA
1262
Bragg Financial Advisors
North Carolina
$377K -$27.9K -462 -6%
DI
1263
DAGCO Inc
Ohio
$375K -$409K -6,765 -83%
AGC
1264
Aspen Grove Capital
Colorado
$373K -$3.99K -66 -1%
PO
1265
Private Ocean
California
$370K -$10.1K -167 -2%
RWA
1266
Ropes Wealth Advisors
Massachusetts
$369K +$49.1K +813 +14%
AAS
1267
Annex Advisory Services
Wisconsin
$368K -$287K -4,750 -41%
OIM
1268
Orca Investment Management
Oregon
$368K -$11.8K -196 -3%
FCA
1269
FinTrust Capital Advisors
South Carolina
$368K -$255K -4,213 -39%
FA
1270
Fagan Associates
New York
$366K +$33.2K +550 +9%
BTW
1271
Boston Trust Walden
Massachusetts
$361K – – –
ACM
1272
Arcataur Capital Management
Wisconsin
$360K -$18.1K -300 -4%
DWM
1273
Defined Wealth Management
Oregon
$360K +$3.08K +51 +0.8%
SM
1274
Sweeney & Michel
California
$359K -$17.3K -287 -4%
SIA
1275
Schechter Investment Advisors
Michigan
$355K +$20K +331 +5%
49 50
51
52 53