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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1276
IHT Wealth Management
Illinois
$214K -$378K -4,673 -65%
SFWC
1277
Strategic Family Wealth Counselors
New Jersey
$214K -$32.9K -407 -14%
HWIS
1278
Hancock Whitney Investment Services
Louisiana
$214K +$203K +2,513 New
DU
1279
Delphia (USA)
Ontario, Canada
$214K +$206K +2,549 New
MW
1280
Marcum Wealth
Ohio
$213K -$39.3K -486 -16%
EW
1281
Evoke Wealth
California
$213K +$40.4K +500 +25%
PFP
1282
Paragon Financial Partners
California
$213K +$204K +2,527 New
DCM
1283
Deuterium Capital Management
Florida
$213K +$205K +2,531 New
AOWM
1284
Alpha Omega Wealth Management
Virginia
$212K +$184K +2,271 New
CFA
1285
Cahill Financial Advisors
Minnesota
$210K +$404 +5 +0.2%
GP
1286
Greenline Partners
New York
$210K +$202K +2,499 New
BMC
1287
Benin Management Corp
Connecticut
$210K +$202K +2,500 New
OPA
1288
Old Port Advisors
Maine
$209K +$186K +2,301 New
GWAG
1289
Garrett Wealth Advisory Group
Texas
$209K +$201K +2,481 New
GWANC
1290
Guardian Wealth Advisors (North Carolina)
North Carolina
$208K +$200K +2,473 New
PA
1291
Probity Advisors
Texas
$207K +$199K +2,464 New
RMAM
1292
Raab & Moskowitz Asset Management
New Jersey
$207K +$200K +2,467 New
AC
1293
Annandale Capital
Texas
$205K +$197K +2,432 New
WA
1294
Wealth Architects
California
$204K +$196K +2,427 New
LC
1295
Lindbrook Capital
California
$203K +$119K +1,472 +157%
MFA
1296
Morling Financial Advisors
California
$202K +$194K +2,400 New
BFG
1297
Berger Financial Group
Minnesota
$202K +$194K +2,403 New
CDH
1298
Charles D. Hyman
$202K +$195K +2,405 New
MWM
1299
Mission Wealth Management
California
$201K +$193K +2,387 New
NL
1300
NWAM LLC
Washington
$200K +$192K +2,379 New
50 51
52
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