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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1276
Mather Group
Illinois
$212K +$31.2K +453 +16%
TBWA
1277
Three Bridge Wealth Advisors
California
$211K – – –
SWM
1278
Stockman Wealth Management
Montana
$210K -$4.15M -60,138 -95%
FBFS
1279
First Business Financial Services
Wisconsin
$209K +$33.9K +492 +17%
PFGIA
1280
Patriot Financial Group Insurance Agency
Massachusetts
$207K +$127K +1,848 +130%
BI
1281
Berkeley Inc
Idaho
$206K +$19.5K +283 +9%
AFP
1282
Ausdal Financial Partners
Iowa
$205K +$28K +406 +14%
VV
1283
Verity & Verity
South Carolina
$204K – – –
NL
1284
NWAM LLC
Washington
$204K +$222K +3,214 New
PTC
1285
Private Trust Company
Ohio
$203K -$76.3K -1,106 -26%
BAM
1286
Brave Asset Management
New Jersey
$202K – – –
CT
1287
Cambridge Trust
Massachusetts
$199K -$17.7K -257 -8%
SSG
1288
Summit Securities Group
New York
$199K +$175K +2,536 +412%
CWC
1289
Carolinas Wealth Consulting
North Carolina
$197K +$4K +58 +2%
MCM
1290
Manchester Capital Management
Vermont
$191K – – –
AIM
1291
Acropolis Investment Management
Missouri
$186K -$3.72K -54 -2%
PK
1292
Pflug Koory
Nebraska
$186K – – –
EWA
1293
EverSource Wealth Advisors
Alabama
$183K +$84.1K +1,220 +72%
C
1294
Covestor
United Kingdom
$183K +$114K +1,658 +134%
CFGS
1295
Concourse Financial Group Securities
Alabama
$175K +$61.4K +891 +47%
LC
1296
Lindbrook Capital
California
$173K +$22.6K +328 +14%
GWS
1297
Glassman Wealth Services
Virginia
$167K +$29K +421 +19%
EW
1298
Evoke Wealth
California
$165K -$6.21K -90 -3%
RTC
1299
Riverview Trust Company
Washington
$161K -$24.4K -354 -12%
HFM
1300
Harvest Fund Management
China
$156K -$224K -3,248 -57%
50 51
52
53 54