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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
1251
Bank of Stockton
California
$497K +$140K +2,417 +45%
ARC
1252
Advisor Resource Council
Texas
$495K +$415K +7,189 New
DACS
1253
Dymon Asia Capital (Singapore)
Singapore
$494K +$415K +7,184 New
SCP
1254
Stamos Capital Partners
California
$494K +$415K +7,180 New
CWS
1255
Cypress Wealth Services
California
$492K -$7.05K -122 -2%
CW
1256
Connectus Wealth
Ohio
$491K -$2.83K -49 -0.7%
IFWM
1257
Institute for Wealth Management
Colorado
$489K +$90.2K +1,562 +28%
HH
1258
Hilltop Holdings
Texas
$489K -$26.9K -466 -6%
GPA
1259
Garrison Point Advisors
California
$485K – – –
BG
1260
Bahl & Gaynor
Ohio
$484K -$25.2K -437 -6%
CIA
1261
Capital Investment Advisors
Georgia
$482K +$102K +1,761 +34%
PCA
1262
Pallas Capital Advisors
Massachusetts
$481K -$136K -2,353 -25%
CWM
1263
Centurion Wealth Management
Virginia
$479K +$33.6K +581 +9%
PWS
1264
Peterson Wealth Services
Utah
$477K +$117K +2,018 +42%
SG
1265
StoneX Group
New York
$476K +$67.2K +1,164 +20%
BPWM
1266
Badgley Phelps Wealth Managers
Washington
$475K +$137K +2,377 +52%
PCM
1267
Penserra Capital Management
California
$475K -$83.3K -1,442 -17%
TPI
1268
Trust Point Inc
Wisconsin
$474K +$398K +6,887 New
GA
1269
Geller Advisors
New York
$473K +$91.2K +1,580 +30%
PMFA
1270
Plante Moran Financial Advisors
Michigan
$472K -$6.35K -110 -2%
EWM
1271
Executive Wealth Management
Michigan
$472K +$396K +6,856 New
BFA
1272
Bragg Financial Advisors
North Carolina
$470K -$2.31K -40 -0.6%
ACA
1273
Affinity Capital Advisors
California
$469K +$142K +2,465 +57%
GFP
1274
Gryphon Financial Partners
Ohio
$466K +$377K +6,527 New
HC
1275
Hara Capital
Washington
$463K +$389K +6,732 New
49 50
51
52 53