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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1276
Vision Capital Management
Oregon
$215K +$207K +2,557 New
IWM
1277
IHT Wealth Management
Illinois
$214K -$378K -4,673 -65%
SFWC
1278
Strategic Family Wealth Counselors
New Jersey
$214K -$32.9K -407 -14%
HWIS
1279
Hancock Whitney Investment Services
Louisiana
$214K +$203K +2,513 New
DU
1280
Delphia (USA)
Ontario, Canada
$214K +$206K +2,549 New
MW
1281
Marcum Wealth
Ohio
$213K -$39.3K -486 -16%
EW
1282
Evoke Wealth
California
$213K +$40.4K +500 +25%
PFP
1283
Paragon Financial Partners
California
$213K +$204K +2,527 New
DCM
1284
Deuterium Capital Management
Florida
$213K +$205K +2,531 New
AOWM
1285
Alpha Omega Wealth Management
Virginia
$212K +$184K +2,271 New
CFA
1286
Cahill Financial Advisors
Minnesota
$210K +$404 +5 +0.2%
GP
1287
Greenline Partners
New York
$210K +$202K +2,499 New
BMC
1288
Benin Management Corp
Connecticut
$210K +$202K +2,500 New
OPA
1289
Old Port Advisors
Maine
$209K +$186K +2,301 New
GWAG
1290
Garrett Wealth Advisory Group
Texas
$209K +$201K +2,481 New
GWANC
1291
Guardian Wealth Advisors (North Carolina)
North Carolina
$208K +$200K +2,473 New
PA
1292
Probity Advisors
Texas
$207K +$199K +2,464 New
RMAM
1293
Raab & Moskowitz Asset Management
New Jersey
$207K +$200K +2,467 New
AC
1294
Annandale Capital
Texas
$205K +$197K +2,432 New
WA
1295
Wealth Architects
California
$204K +$196K +2,427 New
LC
1296
Lindbrook Capital
California
$203K +$119K +1,472 +157%
MFA
1297
Morling Financial Advisors
California
$202K +$194K +2,400 New
BFG
1298
Berger Financial Group
Minnesota
$202K +$194K +2,403 New
CDH
1299
Charles D. Hyman
$202K +$195K +2,405 New
MWM
1300
Mission Wealth Management
California
$201K +$193K +2,387 New
50 51
52
53 54