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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1276
Brown Capital Management
Maryland
$507K -$138K -1,866 -21%
RCAG
1277
Rehmann Capital Advisory Group
Michigan
$505K -$107K -1,448 -17%
SGCA
1278
Steel Grove Capital Advisors
Tennessee
$505K -$18.5K -250 -4%
SWA
1279
Sax Wealth Advisors
New Jersey
$503K +$505K +6,831 New
MSS
1280
Mitchell Sinkler & Starr
Pennsylvania
$503K -$4.43K -60 -0.7%
PTP
1281
Platform Technology Partners
New York
$503K +$504K +6,827 New
OWA
1282
Octavia Wealth Advisors
Ohio
$501K +$51.6K +699 +11%
HWMO
1283
Heritage Wealth Management (Ohio)
Ohio
$499K +$504K +6,817 New
WCM
1284
Weaver Capital Management
Georgia
$499K +$500K +6,771 New
TPI
1285
Trust Point Inc
Wisconsin
$497K -$41.9K -567 -8%
CMI
1286
Clare Market Investments
Texas
$497K -$36K -487 -7%
FMLI
1287
Fukoku Mutual Life Insurance
Japan
$495K – – –
CA
1288
Carson Advisory
Georgia
$495K -$182K -2,460 -27%
AC
1289
ASB Consultores
Florida
$494K -$516K -6,989 -51%
APP
1290
Avantax Planning Partners
Iowa
$488K -$61.7K -835 -11%
DWM
1291
Defined Wealth Management
Oregon
$485K +$813 +11 +0.2%
BTW
1292
Boston Trust Walden
Massachusetts
$482K -$8.05K -109 -2%
EAM
1293
Empirical Asset Management
Massachusetts
$480K +$482K +6,519 New
ACM
1294
Arcataur Capital Management
Wisconsin
$479K -$1.48K -20 -0.3%
TC
1295
TAGStone Capital
North Carolina
$477K +$1.63K +22 +0.3%
GIA
1296
Gladstone Institutional Advisory
Florida
$475K +$3.77K +51 +0.8%
MG
1297
Mather Group
Illinois
$473K +$78.5K +1,062 +19%
EFG
1298
Everhart Financial Group
Ohio
$472K +$88.7K +1,201 +23%
BWG
1299
Beta Wealth Group
California
$472K +$14.9K +202 +3%
LAM
1300
L2 Asset Management
Massachusetts
$470K +$44.2K +599 +10%
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