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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
1251
Journey Advisory Group
Kentucky
$453K – – –
BG
1252
Bahl & Gaynor
Ohio
$452K – – –
CWM
1253
Cornerstone Wealth Management
Missouri
$452K -$2.96K -45 -0.6%
EI
1254
Ellevest Inc
New York
$448K -$92.4K -1,407 -17%
BWG
1255
Beta Wealth Group
California
$447K +$32.9K +501 +8%
VF
1256
Vest Financial
Virginia
$446K +$452K +6,884 New
LC
1257
LCNB Corp
Ohio
$446K – – –
PTP
1258
Platform Technology Partners
New York
$442K – – –
BFA
1259
Bragg Financial Advisors
North Carolina
$442K -$128K -1,955 -22%
HWMO
1260
Heritage Wealth Management (Ohio)
Ohio
$442K – – –
SGCA
1261
Steel Grove Capital Advisors
Tennessee
$441K – – –
MSFS
1262
Main Street Financial Solutions
Pennsylvania
$440K -$41.9K -638 -9%
RCAG
1263
Rehmann Capital Advisory Group
Michigan
$439K -$4.73K -72 -1%
KWM
1264
Kingsview Wealth Management
Oregon
$437K +$31.3K +477 +8%
SWA
1265
Sax Wealth Advisors
New Jersey
$437K -$5.78K -88 -1%
PMFA
1266
Plante Moran Financial Advisors
Michigan
$436K -$19.6K -298 -4%
FMLI
1267
Fukoku Mutual Life Insurance
Japan
$436K – – –
AC
1268
Avestar Capital
New York
$434K -$48.9K -745 -10%
PP
1269
Paloma Partners
Connecticut
$434K -$429K -6,536 -49%
MJRIC
1270
Mogy Joel R Investment Counsel
California
$431K -$230K -3,500 -34%
TC
1271
TAGStone Capital
North Carolina
$431K +$12.1K +184 +3%
BCM
1272
Brown Capital Management
Maryland
$431K -$15K -229 -3%
ACM
1273
Arcataur Capital Management
Wisconsin
$431K +$9.85K +150 +2%
FT
1274
Fiduciary Trust
Massachusetts
$431K -$45.6K -694 -9%
AIA
1275
Alera Investment Advisors
Illinois
$430K +$37.4K +569 +9%
49 50
51
52 53